Financial planning

Premium financing can be a powerful tool, but it must be thoughtfully designed, well underwritten and thoroughly understood.

Tax services segue naturally in to wealth management and financial planning services.

Student teams from CFP Board-certified institutions will compete at the 2019 FPA Annual Conference, held Oct. 16-18 in Minneapolis.

A deadline is looming to maximize the stepped-up basis afforded to realized capital gains invested in qualified opportunity zone properties and businesses.

The former president of the New York State Society of CPAs, chairman of the AICPA, and founding partner of Goldstein Golub Kessler, has left his mark on the profession.

Technical expertise is important, but what really matters in financial planning is the relationship.

Record-setting stock market highs are helping fuel personal financial satisfaction for U.S. consumers.

There are two types of issues: ethical and regulatory conflicts, and practice management conflicts.

They’re an eclectic bunch — some of the nation’s most privileged heirs alongside entrepreneurs who have made spectacular fortunes in real estate, finance and Silicon Valley. But collectively they’re united on the need to tax more of the richest Americans’ assets.

The American Institute of CPAs announced that seven CPAs under the age of 40 were recognized for their early contributions to the personal financial planning space.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

The 2019 class of the Top Firms by AUM is wrestling with software, the talent wars, the need to communicate their value proposition, and more.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

The leading CPA financial planners with over $1 billion in assets under management

Now is the time to fill in the gaps in your clients' financial plans.

Democratic presidential candidate Bernie Sanders introduced legislation that would impose a tax on trades of all stocks, bonds and derivatives in the U.S., a move he says would help curb Wall Street speculation and help finance his campaign promise to provide tuition-free college and cut student debt.

If you have wealthy clients who need these kinds of services, it can be a gold mine for CPAs, according to John Napolitano.

There’s a strategy that’s been useful to help many clients achieve their financial objectives, while providing the tangible security required by the lender.

Adding wealth management is a great way to turbo-charge a practice.

The world’s wealthy are increasingly on the move.