Wealth management

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

The network's local member firms in Istanbul and Ankara recommended an advocacy organization funded by Turkish rock singer Haluk Levent.

The Top 50 Firm is adding a financial planning firm and expanding its presence in Florida.

Accounting firms with financial planning practices need to differentiate themselves from the many other players in the space.

Software is the name of the game in accounting. However, there are three major aspects to software that can make or break the quality of a financial planning and analysis product and your ability to scale.

An in-depth look at the provisions of the new act and how they impact retirement planning.

CliftonLarsonAllen provided the grant in the aftermath of the Robb Elementary school shooting last May.

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.

Tax advisors have long said it's inadvisable to die in Massachusetts, but now it may also be worth thinking twice about living there.

The New Jersey Society of CPAs announced 10 winners of its student loan debt lottery, with each receiving $1,200 toward their student loan debt.

The Internal Revenue Service's Exempt Organizations unit needs to change its procedures and training when deciding whether to deny tax-exempt status to charities, according to a new report.

The next generation of the ultra-rich say they're ready for succession. The executives responsible for managing families' fortunes aren't so sure.

Certain wealthy people have placed big bets on the companies that made them rich for decades without the IRS objecting.

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.

Baker Tilly appoints new chief people officer; CohnReznick names first ESG practice leader; and more CPA news.

The Florida Institute of CPAs held a disaster recovery event at Fort Myers accounting firm Stroemer and Co. to support people affected by the disaster. 

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

The new rule has a profound impact on advisor use of testimonials, performance advertising, and compensation for referrals.

An old solution to a new question; misconceptions about making partner; keeping staff; and other highlights from our favorite tax bloggers.