Practice and client management

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.

What would happen if CPAs offered clients a list of suggested services for a fixed fee?

Developing an AI system can carry a hefty price tag that includes not just the coding of the system itself but secondary costs like labor, training and data fees.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.

Gabriela Figueiredo Dias has been reappointed for a second term through 2026, at the International Ethics Standards Board for Accountants.