Wealth management

Modera Wealth Management acquired New Jersey-based accounting firm Ferrentino & Associates to expand its in-house tax capabilities.

The mass adoption of AI in the financial planning and analysis world has led to predictions that headcount will likely shrink over time because fewer people will be needed in the future.

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.

Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's a guide to avoiding them.

The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.

Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

Plus, Pipe launches AI agents for small biz; Wolters Kluwer divests its Finance, Risk and Regulatory Reporting unit; and other accounting tech news.

The implications of the NCAA's House settlement on revenue sharing with student athletes may have ripple effects on academic programs like accounting.

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.

While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

This year's collection of top CPA financial planners are focused on every different part of the puzzle.

The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure

Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.

Valuations this year; handling interviewees; AI and accounting ed.; and other highlights from our favorite tax bloggers.