Financial planning

More and more consumers today are looking for one firm to manage both their tax and financial planning, which is why a growing number of CPAs are bringing financial advice in-house.

Now is a critical time for CPAs to consider enhancing and diversifying their service offerings.

Today, there are about 100 single family offices in Russia and as many as 20 multi-family offices. Such firms typically tend to investments, taxes, estate planning and even personal needs such as travel and education.

Private wealth managers and accountants are advising their ultra-rich clients to deal with the topic of their own mortality.

Are you telling your clients and potential new clients what you do, or are you explaining to them why you do it?

A record number of job openings and the strong stock market are boosting Americans' sense of financial well-being -- despite rising interest rates.

New, more complicated marital situations call for careful tax planning.

The Chicago CPA/PFS shares why he started his own financial planning services firm for millennial clients.

Does your wealth management division need fixing?

Jody Padar recaps her trip to AICPA Engage 2018 and the thought leaders she got to interview.

The first step may be getting them to figure out what retiring means to them, a panel of CPA financial planners says.

Accounting Today's list of CPA wealth management practices with over $1B in AUM.

CPA advisors need to do more planning for themselves.

XYPN will cover the costs of the CPA Exam for its members who do not yet have CFP certification.

Workers are forced to draw on their 401(k) retirement savings for more immediate needs, according to a new survey by PwC.

The updates will go into effect starting with the November 2018 exam.

The organization is seeking research papers on a number of topics for its third annual Academic Research Colloquium next February.