Practice and client management

Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.

The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.

Laura Sprouse, the new CEO of Top 100 Firm Brown Edwards, shares her path to leadership, and where she's taking her firm in the future.

CPAs do very good jobs helping clients build wealth, but many do not do so good with themselves. Here are some tips to help you grow your wealth.

Stacie Kwaiser is setting the direction of the Top 100 Firm based on her own vision — and the collective ideas of the firm

Making the most of artificial intelligence requires leadership, project management and process management.

Firms often operate under the misconception that if someone has not sold accounting services, they never will.

Plus, Wolters Kluwer launches solution for shortened securities settlement cycle; and other accounting technology news.

CPA financial planners need to make clear how they're different from the rest of the pack.

There are advantages to an extended (but carefully scheduled) tax season.