Special Program Root Tag

Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.

An introduction to the small members of Accounting Today's annual ranking of the top workplaces in the profession.

An introduction to the midsized and large members of Accounting Today's annual ranking of the top workplaces in the profession.

While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.

Disaster-related tax relief; Montana loophole; sales tax triggers; and other highlights from our favorite tax bloggers.

The proposed investment rules for Section 530A accounts, also known as Trump accounts, limit choices, and advisors say that could make decisions easier.

The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.

With recent changes to tax law, non-grantor trusts have become attractive vehicles for gaining tax efficiencies, such as when making charitable contributions.

Who better to tell firm leaders why it's so hard to recruit and retain young people in accounting than the young professionals themselves? In this candid panel, early-career accountants share what they love—and hate—about the profession, what drew them to the accounting profession, and the best ways to catch and keep their interest.

With capacity constraints continuing to challenge firms, outsourcing has moved from a tactical solution to a strategic imperative. This panel examines how firms are leveraging offshore and outsourced talent to manage workloads, improve margins, and increase flexibility. Hear how firms are structuring these models, maintaining quality, and integrating outsourced teams into their broader workforce strategy.

The skills firms need are evolving faster than ever, driven by technology, advisory expansion, and changing client demands. In this session, firm leaders and talent experts will discuss how they are identifying critical skills gaps and building scalable upskilling strategies. Learn how firms are investing in training, redefining career paths, and preparing their workforce for a more digital, advisory-driven future

As traditional pipelines shrink, firms are being forced to rethink where and how they source talent. This panel explores how leading firms are expanding beyond conventional recruiting channels to tap into new, often overlooked talent pools. From nontraditional candidates to global hiring strategies, learn how firms are finding — and competing for — the talent they need to grow.