Financial Planning

Sweeping review; year-end procedures; close the book; and other highlights from our favorite tax bloggers.

The unit will now be renamed Threadline Wealth, backed by investment from the Cynosure Group, and have $5.8 billion in client assets under management

The yearslong lawsuit involves the investors in a defunct hedge fund who sued the auditing firm for negligence, breach of contract and breach of fiduciary duty.

A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.

The documents your clients are already gathering for their returns are the same documents an estate planner needs to build or update a comprehensive plan.

Law firms and reporting accountants would join sponsors in the public spotlight if a filing fails to meet basic standards.

Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.

Internal auditors are reporting more cuts in their staffing and budgets, according to a survey by the Institute of Internal Auditors' Internal Audit Foundation.

While no one can say what the final destination of this year's Top 100 Firms and Regional Leaders will be, they've got a head of steam up to reach top speed.