Financial Planning

For practitioners willing to learn the rules, Trump accounts are the best client acquisition and retention opportunity we've had in a decade.

The Top 25 Firm acquired Conroe, Texas-based firm Crowl, Cameron & Associates, expanding its presence to 20 offices and across 18 cities in the state.

Tax amnesty programs; protecting your practice; unidentified tax payments; and other highlights from our favorite tax bloggers.

Whitman Advisory introduced valueMyCPAFirm.com, an AI-powered tool that provides insights on a firm's market value.

The Top 20 Firm will receive a significant investment from private equity firm Reverence Capital in a deal expected to close in the third quarter of this year.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

Nineteen states and three major cities now have them. Cheap and easy usually isn't best.

Investors mostly favor the continued use of quarterly reporting and rejected the SEC's recent proposal for a semiannual reporting option, according to a survey.

The traditional spreadsheet model of financial planning is officially broken. It did not break quietly, and it was not broken by a single event.