Financial Planning

Firms everywhere are adopting alternative practice structures -- but who knows what an APS really is? William Kelly, chief counsel at Ascend, dives into the details.

Environmental, social and governance work holds tremendous potential for accounting firms.

The Top 50 Firm is acquiring a firm based in the northwest suburbs of Chicago that specializes in real estate clients.

The Top 25 Firm has acquired a firm that specializes in unclaimed property compliance and escheat process development, also based in Atlanta.

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

Springline Advisory, a PE-backed financial and business advisory firm, has partnered with EFPR Advisory, an accounting and business consulting firm in Rochester, New York.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

The Top 25 Firm is the latest accounting firm to receive a private equity investment, in this case from funds advised by Apax Partners.

A diverse range of financial investments and assets adds another layer of complexity for accountants working with family offices.