Financial Planning

The private equity-backed platform is adding Pasadena, California-based Lucas Horsfall.

The PE-backed accounting business has completed the acquisition of tax prep, planning, advisory and accounting firm Wiener and Garg in Rockville, Maryland.

Do you have three buckets handy?

Private equity may bring valuable, if not entirely welcome, changes to the accounting profession.

Beyond private equity lie a host of other acquirers and accounting firm structures — and not all of them will be good for the profession.

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

Continuing professional education platform LumiQ has received a strategic investment from private equity firm Vertu Capital.

The guide aims to help companies that are voluntarily applying ISSB standards and help them communicate their progress to investors.

Prosecutors alleged Robert Brockman controlled Point and used it to engage in the largest tax-evasion scheme by an individual in U.S. history.

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.