Practice and client management

The Big Four firm will assist the Committee of Sponsoring Organizations and the National Association of Corporate Directors in developing a corporate governance framework.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

Strategic planning meetings and retreats for the firm should be free of distractions to be successful.

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

Partly in response to the talent crunch, CFOs are reaching for digital platforms to automate, streamline and spare the highest-value talent for highest-value work.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

A lack of partner alignment and accountability can get in the way of creating sustainable change.

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

The Top 100 Firm has been increasing its workforce and footprint despite talent shortages, growing 17% in the first quarter of the year.

The book tells the story of how Ed Mendowitz became a CPA, built his practice and shares many successes and some disappointments.