Financial Planning

Modera Wealth Management acquired New Jersey-based accounting firm Ferrentino & Associates to expand its in-house tax capabilities.

Balancing craters; SST risks and trade-offs; Employee Retention Credit enforcement surge; and other highlights from our favorite tax bloggers.

Top 50 Firm Ascend acquired KSDT, effective Sept. 1, marking the firm's largest transaction to date.

Buybacks have drawn the ire of some members of the Trump administration, having been a topic in the wrangling over President Trump's signature tax bill.

Get that 1040V in the mail; OBBBA's ongoing effects; it's beginning to look a lot like Christmas; and other highlights from our favorite tax bloggers.

Government contractors are feeling the revenue effects of executive orders from the Trump administration and cuts from the Department of Government Efficiency.

Crete Professionals Alliance, based in Tampa, Florida, has added a San Diego, California-based provider of valuation and financial advisory services.

The mass adoption of AI in the financial planning and analysis world has led to predictions that headcount will likely shrink over time because fewer people will be needed in the future.

The Institute of Internal Auditors expressed its opposition to efforts to slash the funding of the Government Accountability Office nearly in half.

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.