Financial Planning

Rightworks plans to expand in response to changing dynamics brought on in part by the growing influence of private equity.

The Top 75 Firm based in Parsippany, New Jersey, plans to buy MNK in Florham Park, New Jersey, effective Nov. 15, 2025.

The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.

Here are 10 key consequences of this wave of investment and what you can do about them.

States' adoption of OBBBA; replacing cigarette and property taxes; dirty water; and other highlights from our favorite tax bloggers.

The Top 25 Firm based in New York acquired substantially all the assets of Barkin, Perren, Schwager & Dolan LLP, a firm based in Woodland Hills, California.

Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.

Platform Accounting adds AWG Wine Advisors; Earned acquires Schwartz & Schwartz; Prosperity Partners acquires Pipaya; and Gail Rosen joins RRBB.