Financial Planning

A lot can go wrong when acquiring a practice from a deceased accountant’s estate. Here are some real-life examples.

The wealth management firm is changing its name and leadership structure to reflect its relationship with Wipfli, effective June 1.

The deal will expand the Top 100 Firm's presence in New England.

Florida’s long-running effort to lure Wall Street hotshots is gaining traction thanks to a provision in the federal tax law that hits residents of high-tax states.

The Top 100 Firm was on hand for the debut of the biographical film of author and speaker Steve Pemberton.

Because of quirky rules, even profitable teams can generate paper losses that erase the tax bills on an owner’s other business interests.

CPA advisors need to do more planning for themselves.

There are many novel and unresolved accounting and tax issues in initial coin offerings that haven't received much attention.

The private equity firm has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever.

XYPN will cover the costs of the CPA Exam for its members who do not yet have CFP certification.