Financial Planning

The International Ethics Standards Board for Accountants is launching a project to determine whether they need to set ethical standards for firms with alternative practice structures.

Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.

Instead of a "flip," Top 25 firm EisnerAmper completed a continuation vehicle with its current private equity partner, TowerBrook.

Firm leaders need to answer four key questions when considering a transaction or remaining independent.

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.