Financial Planning

The Top 25 Firm based in New York acquired substantially all the assets of Barkin, Perren, Schwager & Dolan LLP, a firm based in Woodland Hills, California.

Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.

Platform Accounting adds AWG Wine Advisors; Earned acquires Schwartz & Schwartz; Prosperity Partners acquires Pipaya; and Gail Rosen joins RRBB.

Wipfli's infusion of private equity funding from New Mountain Capital promises to help the firm expand, while still retaining the partners' control over the firm.

The Top 20 Firm based in Milwaukee received a minority investment, making it the latest accounting firm to score private equity funding.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

The International Ethics Standards Board for Accountants weighed in on private equity investment in accounting firms and ethical and independence concerns.

The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.

The well-oiled firm; refundable credits in states; taxing settlement money; and other highlights from our favorite tax bloggers.