Practice and client management

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.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

Accounting needs to evolve in order to face a new reality.

Plus, Xero goes from $113 million loss to $175.9 million profit; and other accounting technology news.

Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

The long-time head of the AICPA — and one of the foremost leaders of the profession — will step down on Dec. 31