Practice and client management

The report highlights the International Ethics Standards Board for Accountants' yearly accomplishments and outlines future plans, like focusing on sustainability.

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.

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

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.