Financial planning

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

An old solution to a new question; misconceptions about making partner; keeping staff; and other highlights from our favorite tax bloggers.

The independent investment advisory firm that spun off from RSM US earlier this year is buying Cherry Bekaert's wealth management business.

To truly optimize clients' financial lives, advisors and CPAs must come together. By adding an elite wealth management practice, CPAs can see an increase in bottom-line revenue.

TaxAct will belong to an affiliate of Cinven, a U.K.-based private equity fund.

A recent survey by PwC showed that 71% of institutional investors want stronger regulatory requirements to guide the actions of the fund management industry.

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Go beyond the standard due diligence in examining a potential acquisition.

More than ever, it's important for CPAs and financial planners to ask their clients about the presence of a child with special needs in the family.

What happens if your client invests in a Roth IRA? What about buying a home? Or even donating to charity?

A recent study has found that the number of people who overestimate how savvy they are has grown.

Serving a single family can be a complex — but profitable — niche.

A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.

The conflicts are fewer than many think, but they still require attention and planning on the firm's part.

Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.

Accounting firms need to decide how active they want to be with their financial planning clients.

Top 20 Firms BKD CPAs & Advisors and Dixon Hughes Goodman completed their previously announced megamerger, rebranding the combined firm as Forvis and launching Forvis Wealth Advisors.

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

High-net-worth financial planning clients are looking for more options.

What can you do to be distinct, and do it better than any of the major firms who pay millions for branding and wallet share from your clients?