Practice and client management

Real-time communication makes it easier for team members to exchange ideas, ask questions and provide updates.

As the IRS scrutinizes large partnerships, they have new ways to report and correct errors in their returns.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

It's in your best interest to help your clients receive their payments faster and reevaluate spending.

As you plan for 2025 and beyond, attack your strategic plan in a more open, creative way than in the past.

Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

Top 50 Firm UHY has received private equity funding from Summit Partners, the latest in a long line of accounting firms receiving PE financing.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.