Financial Planning

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.

WaterStation Management drew in veterans, stock traders, pharmacists, salespeople and retirees by leveraging fears about contaminated water and microplastics.

One of Accounting Today's fastest-growing firms has recently relaunched its website and brand.

The Top 10 Firm based in Chicago plans to acquire a Boston-based strategy consulting firm that specializes in services for private equity firms.

Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's a guide to avoiding them.

Rightworks plans to expand in response to changing dynamics brought on in part by the growing influence of private equity.

The Top 75 Firm based in Parsippany, New Jersey, plans to buy MNK in Florham Park, New Jersey, effective Nov. 15, 2025.

The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.

Here are 10 key consequences of this wave of investment and what you can do about them.

States' adoption of OBBBA; replacing cigarette and property taxes; dirty water; and other highlights from our favorite tax bloggers.