Financial Planning

Meaden & Moore, a Cleveland-based accounting, tax, advisory and forensic accounting firm, took an investment from private equity firm Unity Partners.

For most of the last 40 years, running a tax and accounting firm was a peacetime job. That's not the case anymore.

A CBIZ Inc. shareholder is urging the accounting firm to re-evaluate its capital allocation, abandon a share buyback plan and return to pursuing acquisitions.

The Top 25 Firm acquired LGA, a Boston-area accounting and business advisory firm serving mid-market businesses, entrepreneurs and families.

The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.

The Trump administration is touting its tax-advantaged investment accounts, but critics say the accounts may only reach those who are already set in life.

The tax-advantaged accounts are available to all minors who are U.S. citizens, with a $1,000 seed contribution for children born between 2025 and 2028.

The Top 25 Firm acquired Houston-based Ham, Langston & Brezina, effective as of July 1, expanding its presence in Texas.

As the July 4 launch date nears when clients can start contributing to Trump accounts, advisors discussed pros and cons of this method to save for children.