Financial Planning

The Top 25 Firm is expanding in the Midwest by acquiring Mize CPAs in Topeka, Kansas, along with its affiliated wealth management firm, Prism Financial Group.

Bolotin Financial Group joins EisnerAmper's Prosperity, and 512Financial acquires HireBetter.

The firm founded by Arthur Andersen alumni is working with Morgan Stanley and UBS who are leading the planned initial public offering.

The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.

The AICPA Peer Review Board wants to update its requirements as more accounting firms get outside funding.

The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act.

The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.

Issuers must meet regulatory requirements, including SEC filings and compliance with auditing standards set by the PCAOB.

A limited federal tax credit, an above-the-line deduction for non-itemizers and restrictions on those of itemizers represent three of the biggest shifts under the new law.

A group of firms is combining under the Richey May brand to create a national footprint and rank among the Top 50 Firms.