Financial planning

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.

CPA financial planners need to make clear how they're different from the rest of the pack.

Arkansas and Alaska are among the states where residents have the least financial literacy, according to a new report.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

The new advisory service follows Platform's acquisition of Walpole Financial Advisors.

An overwhelming 77% of voters in the seven states that will decide the 2024 presidential election like the idea of a billionaires tax to bolster Social Security shortfalls.