Financial planning

The annual Wealth Magnets list ranks CPA financial planners by assets under management.

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

Gamification and the ease of using apps with access to complex financial instruments presents substantial risk.

Staffing and compensating a financial planning practice starts with the right model.

Since last tax season, many clients have reassessed their charitable giving.

Now is a great time to start helping clients plan for their financial futures.

Big Four CPA Tiffany Vaughn has a side gig: Helping people achieve their money goals.

To delay or not delay; three questions about a digital tax; nonprofits and theft; and other highlights from our favorite tax bloggers.

CPA financial planners should play a major role in giving life insurance advice to their clients.

Many HNW investors are underwhelmed with the offerings of the average financial planning firm.

Given the size and number of tax changes proposed by the Biden administration, it’s no wonder advisors face challenges in helping clients prepare for the year ahead.

A new year offers a chance for a new start with clients.

UHY tax principal Thérèse Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.

With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

The company's offering is aimed at wealth management and accounting firms supporting high-net-worth clients.

But the IRS would need more resources, writes Natasha Sarin, an assistant professor of law at UPenn.

The service is working to identify 9 million individuals who haven't filed a return.

DAFs offer tax advantages, legacy planning options and flexibility that other giving vehicles can’t.

It's time to re-evaluate the structure of your accounting firm’s wealth management practice.

Add in the complexities of this year’s presidential race, and we have a recipe for uncertainty and fear.