Practice and client management

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.

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.

As the accounting industry taps into the power of Generative AI, firms need to ensure privacy, transparency and other elements of responsible use.

TaxPlanIQ released a new workbook and calculator for its ROI Method of Value Pricing for advisory services.

CPAs must navigate conflicts of interest, transparency, and confidentiality while representing clients in IRS negotiations.

Accountants and advisors do not live in a vacuum or are not cordoned off in a silo but are subjected to everything going on in the real world and in business and serving the needs of our clients.

As firms grow, they need to move their sales pipeline from inside their head into a more formal process, says Sarah Dobek of Inovautus Consulting.

The emergence of virtual cards, especially when combined with AI-powered fintech apps, offers accountants a new approach to solving a long-standing challenge.

Finance platform Rho launched the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners with Rho who are accountants.

Travel and expense solutions provider Navan released Navan Accountant Console, a dedicated solution made specifically for accounting firms.