Financial planning

If clients don't know what their future selves look like, they can't finish the planning process. That's where you (and behavioral finance) come in.

The tax-focused financial planning and wealth management company that partners with accounting firms is going private and joining a larger financial firm.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.

The recent case of Aretha Franklin's estate highlights the issues surrounding these handwritten testaments.

When asking if knowledge in the hands of your clients is helpful … the argument can go both ways.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

The Top Firms by AUM share their biggest concerns — and they're not about the markets.

The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.

Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

Accounting Today is in the midst of surveying CPA firms with wealth management practices for its 2023 'Wealth Magnets' ranking.

From a bag of used clothing to artwork worth millions, donations can get a tax deduction — the complications arise when dealing with substantiation requirements. 

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

The Top 50 Firm is adding a financial planning firm and expanding its presence in Florida.

Accounting firms with financial planning practices need to differentiate themselves from the many other players in the space.

Software is the name of the game in accounting. However, there are three major aspects to software that can make or break the quality of a financial planning and analysis product and your ability to scale.

An in-depth look at the provisions of the new act and how they impact retirement planning.

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.