Financial Planning

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.

Lots of letters; sales tax and crumbling streets; a different look at due diligence; and other highlights from our favorite tax bloggers.

Hedge funds and private equity firms will have to disclose more about their fees and face new restrictions from the Securities and Exchange Commission on giving investors special treatment.

The Securities and Exchange Commission adopted new rules and amendments aimed at tightening the regulation of private fund advisors.

Distinct tax treatments have historically separated the ETF and mutual fund categories, with the former able to avoid capital-gains levies.

If partners do not have a buy-sell agreement and one of them dies or is suddenly disabled, there will be problems between the survivors and the family of the affected partner.

MSP staff and managing partner Kyle Bryant will join the Regional Leader, which received private equity funding last November.

Buy-ins are changing; faxing the IRS; Barbie and sales tax; and other highlights from our favorite tax bloggers.

Young accountants from the Top 100 Firm volunteered 225 hours at local organizations and nonprofits across the United States. 

The real challenge is that money from outside the profession is putting accountants into their 'discomfort zone.'