Financial planning

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

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.

Here's the right way to help them lean into risk.

Next year is set to become one of the most significant in modern history when it comes to shaping the tax and financial planning environment.

Do you have three buckets handy?

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients.

Whether your firm has a vibrant wealth management division or not is irrelevant when it comes to offering family office services: Consider it outsourced CFO work, except for a family rather than an entity.

Disaster planning; the flipside of an Employee Retention Credit mess; the QoE; and other highlights from our favorite tax bloggers.

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

Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.