Financial Planning

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

Approximately three-quarters of large global companies are receiving assurance services on their sustainability reporting, according to a new report.

Plus, EY announces Integrated Finance Managed Service; Ignition debuts AutoCollect solution; and other accounting tech news and updates.

The Top 75 Firm based in Atlanta has steered clear of private equity funding so far and plans to remain independent, despite frequent calls and emails.

Private equity is driving massive changes in the market, and firms on both sides of deals need to adapt.

Tax Court judges; like-kind slip-ups; estate planning and digital assets; and other highlights from our favorite tax bloggers.

The new combination, backed by PE firm DFW Capital Partners, will create a $170 million Top 100 Firm with over 1,000 professionals.

Savant Wealth Management acquired CPA-led registered investment advisor Corrigan Financial, based in Middletown, Rhode Island, on April 30.

What does a firm need to know to determine its interest in PE or another external capital partner? Here are 10 critical questions for CPAs and some vignettes.

Joel Cooperman, cofounder and former CEO of Citrin Cooperman, left the firm on March 31 after over 40 years.