Financial planning

Helping business-owner clients with succession planning is a must.

Accounting firms and tax pros can do more than just relax after tax season.

CEO Bob Oros joined the company last year from Fidelity and has been leading efforts to bring aboard more accountants in the wake of the new tax law.

The annual listing ranks CPA financial planners by assets under management.

More CPAs should consider adding the service to their practices.

The CFA Institute has some advice for investors about the main questions they should be asking about the new revenue recognition standard.

Alvin Carlos, co-founder and CEO of District Capital Management, was recognized for his efforts to promote the profession among underprivileged youth.

Helping clients navigate the compexities of tax reform is a priority.

Undergrad students can now also receive up to 80 hours of CFP CE credits for their participation in this year's event.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.