Financial planning

The annual listing ranks CPA financial planners by assets under management.

More CPAs should consider adding the service to their practices.

The CFA Institute has some advice for investors about the main questions they should be asking about the new revenue recognition standard.

Alvin Carlos, co-founder and CEO of District Capital Management, was recognized for his efforts to promote the profession among underprivileged youth.

Helping clients navigate the compexities of tax reform is a priority.

Undergrad students can now also receive up to 80 hours of CFP CE credits for their participation in this year's event.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

How do you measure the success of your tax season?

CPAs are seeing more need for financial planning for clients with the passage of the Tax Cuts and Jobs Act.

What does it take to get into the 1 percent? The price of admission is an adjusted gross income—basically, what you make before deductions—of $480,930.

Your firm needs to decide how far it wants to go with its financial services.

The key is offering proactive and holistic services.

Lower corporate tax rates will lead to some very interesting financial reporting.

Normally right about now, many on Wall Street would be packing their bags for the Caribbean or the slopes. Not this year.

Building a wealth management practice among the midsized mass-affluent

The UHNW world is jolted by unwanted offshore disclosures and prominent executives are finding themselves in an uncomfortable spotlight.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

The White House cited research from a “family business” group to support its push for repealing the federal estate tax. But don’t mistake family business owners for small business owners.

Is a financial planning practice right for you?

Deciding on a fair rate for wealth management is a major stumbling block for firms.