Financial Planning

It's more than possible for firms to forego private equity investment — but it requires serious planning and discipline.

Mauldin & Jenkins merged in LaPorte CPAs & Business Advisors; Ascend's TSS Advisors added John G. Burk & Associates; Ascend's Walter Shuffain Advisors integrated Richardson & Co.; Cross Financial joined Crete Professionals Alliance.

The Top 50 Firm acquired two more firms in Tennessee and Michigan.

The Accounting and Auditing Organization for Islamic Financial Institutions is holding talks with stakeholders on planned changes to rules for sukuk securities.

Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.

Springline Advisory acquired Infinity Globus and Smart Accountants, both based in Ahmedabad, India, expanding the firm's international reach.

Grant Thornton International is considering a possible minority stake sale of its Indian unit or a merger with its operations in the U.S. or Europe.

The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living adjustments for inflation.

Crete Professionals Alliance added Acuity; and Mercer Advisors acquired Beach Freeman Lim & Cleland.

Handling tough clients; not all revenue is created equal; military returns; and other highlights from our favorite tax bloggers.