Financial Planning

The gift of finances; scaling a firm; new blog on the block; and other highlights from our favorite tax bloggers.

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

With markets down so far this year and persistent inflation back, certain tax-saving moves can be particularly useful.

The Internal Revenue Service issued its annual notice on the amendments needed for retirement plans for employees of schools, tax-exempt organizations and ministers.

The new rule has a profound impact on advisor use of testimonials, performance advertising, and compensation for referrals.

An old solution to a new question; misconceptions about making partner; keeping staff; and other highlights from our favorite tax bloggers.

Team members donate time and resources in Michigan as part of the firm's annual Day of Impact. 

Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.

A provision imposing a 1% excise tax on corporate stock buybacks in this year's Inflation Reduction Act is likely to have an impact on the use of special purpose acquisition companies.