Financial Planning

The accounting firm is aiding the United Way of the Capital Region through a miniature golf tournament.

Scholars in the vanguard of finance, accounting, history and geography are seeing the impact of racial bias and property tax disparities in the $4 trillion U.S. municipal bond market.

Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.

Go beyond the standard due diligence in examining a potential acquisition.

More than ever, it's important for CPAs and financial planners to ask their clients about the presence of a child with special needs in the family.

The Pennsylvania Institute of CPAs found that while executives and practitioners agree that environmental, social and governance reporting matters, they are not prepared for the impact ESG practices may have on their organizations.

Remembering a reform expert; more suggestions for IRS improvement; fluffy nonsense; and other highlights from our favorite tax bloggers.

Dixon Advisory and Superannuation Services was penalized for failing to act in its clients' best interests and provide advice that was appropriate for its clients' circumstances. 

The acquisition is the latest in a string of M&A deals since Citrin received private equity funding last fall.

During partnership planning, design and discussion related to CPA firm buy-in, be sure to cover these four essential topics.