Practice Management

While being a camp counselor is a rite of passage for many college students, it's not an obvious prerequisite for a career in audit. But it should be!

Katz, Sapper & Miller is adding Cassady Schiller; Eide Bailly merged in Edward White & Co.; Forvis plans to acquire ConTech360; and Avantax acquired GA Investment Management.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

Strategic planning meetings and retreats for the firm should be free of distractions to be successful.

In this first installment of The Fundamentals, we asked firm leaders and tech experts the basics of selecting a practice management system.

Association for Accounting Marketing distributes slew of awards at annual AAM Summit; VSCPA announces officers and board of directors; and more news from across the profession.

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

The Top 10 Firm based in Chicago is adding a Top 75 Firm headquartered in Redwood City, California in July, only a few months after receiving private equity funding.

Partly in response to the talent crunch, CFOs are reaching for digital platforms to automate, streamline and spare the highest-value talent for highest-value work.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.