Financial planning

Whitman Transition Advisors and Truvestments are launching a Bitcoin fund, called Truvestment Bitcoin Legacy Fund, where CPA firm's high-net-worth clients can buy in early.

The mass adoption of AI in the financial planning and analysis world has led to predictions that headcount will likely shrink over time because fewer people will be needed in the future.

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

This year's collection of top CPA financial planners are focused on every different part of the puzzle.

Savant Wealth Management acquired CPA-led registered investment advisor Corrigan Financial, based in Middletown, Rhode Island, on April 30.

The survey window for our annual ranking of the top CPA financial planners by assets under management is now open.

The Budget Lab at Yale projects that taxing income over $1 million at a 40% rate would generate $420 billion over a decade.

Washington Governor Bob Ferguson said he wouldn't sign a budget that relies on the wealth tax proposed by his fellow Democrats in the state legislature.

Most Biden administration tax proposals weren't adopted by Congress, including an idea to tax the unrealized gains of billionaires.