Financial Planning

Getting your clients ready for retirement

The first step may be getting them to figure out what retiring means to them, a panel of CPA financial planners says.

Retirement readiness Daniel Hood June 12

Retirement readiness Daniel Hood June 12
Deloitte is said to find Dubai’s Abraaj commingled $95M

The Middle Eastern investment firm has been roiled by allegations of misused funds.

Audits June 11

Audits June 11
Puerto Rico tax deal gives federal board power over use of cash

The deal to steer some ofthe territory's future sales taxes to a key group of bondholders puts a U.S. oversight board in charge.

Sales tax June 11

Sales tax June 11
The 2018 Billion-Dollar Planners

Accounting Today's list of CPA wealth management practices with over $1B in AUM.

Wealth management June 10

Wealth management June 10
Voices The contentious debit — seriously?

Albert Meyer
President, CFO and chief portfolio manager Bastiat Capital

The accounting practices associated with share-based compensation have evolved from the ridiculous to the barely sensible.

Accounting standards June 7

Accounting standards June 7
Voices Opportunity zones: An innovative investment vehicle created by the TCJA

James R. Brockway
Partner Withers Bergman

The purpose of the new investment vehicle is to direct resources to low-income communities through a more market-driven approach.

Tax reform June 6

Tax reform June 6
Special Report 2018 Wealth Magnets: The Top 150 CPA Firms by AUM

Accounting Today's annual ranking of the leading CPA financial planners by assets under management.

Wealth management June 5

Sponsored by HD Vest

Wealth management June 5
Voices Art of Accounting: More on buying a practice from an estate

Edward Mendlowitz
Partner WithumSmith+Brown, PC, CPAs

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

Succession planning June 4

Succession planning June 4
Hewins Financial Advisors becomes Wipfli Financial Advisors

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

Wealth management Michael Cohn June 4

Wealth management Michael Cohn June 4
Marcum merges in Filomeno

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

M&A Michael Cohn June 4

M&A Michael Cohn June 4

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