Financial planning

A research paper from the CFP Board found that black and Latino professionals are severely underrepresented in the industry.

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.

How do you measure the success of your tax season?

CPAs are seeing more need for financial planning for clients with the passage of the Tax Cuts and Jobs Act.

What does it take to get into the 1 percent? The price of admission is an adjusted gross income—basically, what you make before deductions—of $480,930.

Your firm needs to decide how far it wants to go with its financial services.

The key is offering proactive and holistic services.

Lower corporate tax rates will lead to some very interesting financial reporting.

Normally right about now, many on Wall Street would be packing their bags for the Caribbean or the slopes. Not this year.

Building a wealth management practice among the midsized mass-affluent