Practice management

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

Jody Padar prides herself as a disrupter and rightfully so, especially in her new book.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

The new advisory service follows Platform's acquisition of Walpole Financial Advisors.

The Top 25 Firm is expanding its footprint east of the Mississippi River to Ohio.

Plus, REDW names three VPs; FAF is looking for FASAC members; and other firm and personnel news from across the accounting profession.

Plus, Estateably touts new accounting tools for estate planning; and other accounting tech news and updates.

EisnerAmper will be adding Edelstein; Simon, Krowitz, Meadows & Bortnick joined Marcum; LMC acquired Vogel; and Crete secured additional funding.

Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.

Ernst & Young acquired Nuvalence; CliftonLarsonAllen bought Ronald Blue; Wipfli added Harbour Results; and Avantax acquired Integrated Tax & Wealth Strategies' wealth management business.

What accounting firms can learn from Chick-fil-A and Maya Angelou.

Welcome, 1099-DA; moving out and moving on; not all CRM is alike; and other highlights from our favorite tax bloggers.

The U.S. firm attributed the uptick to the return of business travel since the pandemic, according to its 2024 Impact Plan report.

Sovos announced the launch of Sovos Indirect Taxes, which features e-invoicing capacities and integrates with over 70 ERPs and transaction management systems.

At a time when resources are scarce, it makes sense to identify clients that represent the highest potential for the most profitable firm revenue growth.

The tools, techniques, strategies and relationships you need to embrace to expand into advisory services.

New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields.

The truth that most things are writ in water may as well be carved in stone.

Learn how to get more referrals from existing clients who are truly happy about their relationship with you.

Daniel Dustin, the current vice president of state board relations, will succeed Ken Bishop on Aug. 1.