Financial Planning

The updated framework under the OBBBA has created new opportunities for the sports and entertainment industries in rural areas and low-income urban areas.

The institute has proposed a set of revisions to its Code of Professional Conduct regarding the structures set up by firms with private equity investment.

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.

Two-thirds of firms say they don't need outside capital, and of the third that do, the most common reason they're looking might surprise you.

Accountants at firms that have taken private equity backing are divided on the results, a new study shows.

Top 50 Firm Ascend announced the acquisition of Sweeney Conrad in Kirkland, Washington, expanding its presence in the region.

Sorren, based in Meridian, Idaho, has added Casey Neilon, an accounting consultancy in Nevada, to its national network.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.

The open enrollment season for employee benefits is underway at many companies, and employees may be seeing changes this year thanks to the SECURE 2.0 Act.

The U.S. arm of the professional services firm that succeeded the shuttered accounting giant Arthur Andersen rallied 47% in its trading debut.