Financial Planning

Senior executives from Accounting Today's Regional Leaders shared their 2026 growth strategies, ranging from M&A and tech, to advisory and organic growth.

OZ 1.0 Zone; governed AI; tax fraud cases; and other highlights from our favorite tax bloggers.

Clients with concentrated stock holdings might be better off turning their portfolios into ETFs in a tax deferral transaction called a Section 351 conversion.

The Top 100 Firm is getting a majority investment from Lightyear Capital, while its previous investor, Unity Partners, will maintain a minority position in the firm.

High‑stakes civil action; explainable AI; productivity partners; and other highlights from our favorite tax bloggers.

Americans using prediction markets to bet on the World Cup may face less tax burden than peers wagering through sportsbooks thanks to investment tax breaks.

Energy isn't simply a bill to be paid. It's a category that needs to be managed with the same discipline as any other major financial exposure.

Accounting firms have been fielding offers from a growing number of private equity investors as PE money continues to pour into the accounting sector.

If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.

Judgment about property improvements used to be defined by personal biases and loose, anecdotal evidence. Financial tracking is changing that.