Financial Planning

The new regulatory environment has faced legal challenges, creating uncertainty for companies and auditors.

Tax cuts and Mickey's slice; avoiding FBARs; COLA wars; and other highlights from our favorite tax bloggers.

Saying 'yes' too much; M&A mania; partners' income spread; and other highlights from our favorite tax bloggers.

The private equity-backed platform is adding Pasadena, California-based Lucas Horsfall.

The PE-backed accounting business has completed the acquisition of tax prep, planning, advisory and accounting firm Wiener and Garg in Rockville, Maryland.

Do you have three buckets handy?

Private equity may bring valuable, if not entirely welcome, changes to the accounting profession.

Beyond private equity lie a host of other acquirers and accounting firm structures — and not all of them will be good for the profession.

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

Continuing professional education platform LumiQ has received a strategic investment from private equity firm Vertu Capital.