Financial Planning

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.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

The resurrected version of former accounting giant Arthur Andersen plans to go public, submitting a draft registration statement with the SEC.

Critics have called for an overhaul of the confusing rules that they argue often leave investors paying taxes in the wake of falling into fraudsters' traps.