Financial Planning

The Top 50 firm voted to split leadership of its entities, HBK CPAs & Consultants and HBKS Wealth Advisors, giving each its own top executive. 

Big tech companies are using quirks in carbon reporting rules to mask the vast and growing emissions from artificial intelligence.

EisnerAmper, a Top 25 Firm based in New York, is adding the partners and colleagues of Krost CPAs, a Top 100 Firm based in the Los Angeles area, in a combination expected to close in September.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Accounting tech space sees major acquisitions this week; Bitwave releases Data Fusion tool for digital assets; TaxValet gains B-corp status; and other accounting tech news.

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

Heirs and their financial advisors should start figuring out how to minimize the tax impact of the end of the so-called stretch strategy, experts said.

AI is your friend; hope from Moore; the risks; and other highlights from our favorite tax bloggers.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.

Environmental, social and governance work could be for accountants in the 21st century what tax and audits were in the 20th.