Financial planning

CPA financial planners share their favorite moves for kicking off the year right.

Progressive House Democrat Alexandria Ocasio-Cortez called for a sharp tax hike on the highest incomes in order to fund a massive “Green New Deal.”

The nation’s super-rich are running for cover on concern the government will make up the shortfall by going after the wealthy.

There’s a reason why 20 percent of surfers catch 80 percent of the waves.

Are you ready to step up to this level of service?

In today’s age of lost tax deductions many accountants are looking for new tax deductions they can offer their clients.

An aggressive posture in financial planning now can make all the difference.

Whether you’re at a Big Four firm, a regional firm or a sole practitioner, you have the potential to be a rainmaker.

Protecting yourself can help you protect your clients in financial planning.

More and more consumers today are looking for one firm to manage both their tax and financial planning, which is why a growing number of CPAs are bringing financial advice in-house.

Now is a critical time for CPAs to consider enhancing and diversifying their service offerings.

Today, there are about 100 single family offices in Russia and as many as 20 multi-family offices. Such firms typically tend to investments, taxes, estate planning and even personal needs such as travel and education.

Private wealth managers and accountants are advising their ultra-rich clients to deal with the topic of their own mortality.

Are you telling your clients and potential new clients what you do, or are you explaining to them why you do it?

A record number of job openings and the strong stock market are boosting Americans' sense of financial well-being -- despite rising interest rates.

New, more complicated marital situations call for careful tax planning.

The Chicago CPA/PFS shares why he started his own financial planning services firm for millennial clients.

Does your wealth management division need fixing?

Jody Padar recaps her trip to AICPA Engage 2018 and the thought leaders she got to interview.