Consulting

Here's a smart way to add long-lasting value to your client relationships.

Accounting needs to evolve in order to face a new reality.

Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.

As Angie Herbers looks back on two decades at the consulting firm she founded, she shares how she grew it from nothing and what peers in the industry can learn.

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Having a third party administrator on your side can help appeal to current and prospective clients.

About 83% of business owners don't have a transition plan. This prompted adviser and attorney Jim Maher to build out a unique offering for clients.

It's never easy to talk to strangers, but establishing a swift rapport with prospective clients is vital for building your business. Advisors share their best tips for getting these conversations underway.

Surviving spouses will require hands-on help from their advisors to get important tasks done -- before and after a loved one's death.

Advisors have an opportunity to play a pivotal role if they help clients crunch realistic numbers about their future financial obligations for elderly parents.

Top equity market investments in real estate over the past five years.

It's critical for advisors to educate clients about potential scams and if possible, put themselves between seniors and possible fraudsters.

With just hours remaining before the April 15 deadline, here are last-minute strategies worth considering.

Tax pros share their clients’ worst ideas about taxes.

The Minnesota Society of CPAs has compiled a list of red flags that could trigger an audit from the IRS if they apply to your clients' tax returns.

Women tend to have similar priorities to men, but an array of different challenges. A recent Pershing study outlines six key differences that advisors should consider when working with female clients.

See the returns, expense ratios and other data for the available domestic dividend growth ETFs -- including three new ETFs based on new indexes from Morningstar, Russell, and S&P Dow Jones.

The big questions going forward are who will be doing what in the digital advisory space -- and when and how they'll be doing it.

The Minnesota Society of Certified Public Accountants recently surveyed its CPA members in public accounting on the most outrageous tax deductions clients tried to take on their tax returns. Their responses included everything from pets and weddings to cars impounded by the police.