Financial Planning

Accounting's most influential name the profession's biggest issues.

Platform Accounting Group expanded in Oregon; Springline Advisory acquired Actuarial Resources; Sorren added RTO; Patrick Accounting and Tax Services is buying Knight Home Care Financial.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

The International Sustainability Standards Board issued amendments to greenhouse gas emissions disclosure requirements in IFRS S2 Climate-related Disclosures

The council's inaugural in-person meeting will be held on Tuesday, Dec. 16 from 12:00 p.m. EST through 1:30 p.m. EST at Sax's New York City offices.

Andersen Group, the U.S. arm of the firm that succeeded the shuttered accounting giant Arthur Andersen, is seeking an initial public offering.

Public Company Accounting Oversight Board officials are sounding a cautious note about the spread of artificial intelligence and private equity at audit firms.

The Chicago-based firm has acquired New York- based accounting firm Farkouh, Furman & Faccio.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

PKF O'Connor Davies, a Top 25 Firm based in New York, has added Wolf Maryles & Associates, also headquartered in Manhattan.