Financial Planning

Accountants should transform their services now, before they have to, say Erik Asgeirsson and Mark Koziel.

The American Institute of CPAs announced that seven CPAs under the age of 40 were recognized for their early contributions to the personal financial planning space.

The Securities and Exchange Commission has added fraud charges to its previous charges against Longfin Corp., a defunct company that used to promote cryptocurrency and went public under dubious circumstances.

Sen. Ron Wyden, D-Ore., introduced the legislation in response to the recent college admissions scandal.

Not only would stretch IRAs be dead if the legislation were to pass in the Senate, but your clients’ profit-sharing plans could be next.

A short list of pointers for when students put down the diploma and pick up the tax return.

Democrats would need to sweep the 2020 election if they want to pull the trigger to end the carried interest option.

The Securities and Exchange Commission awarded $3 million to a group of unidentified whistleblowers Monday.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

The 2019 class of the Top Firms by AUM is wrestling with software, the talent wars, the need to communicate their value proposition, and more.