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Patricia Pechter is the chief medical officer with HealthJoy.

Jack Castonguay, Ph.D., CPA, is vice president of strategic content development – accounting, finance, and exam prep, at Knowfully Learning Group. He holds a BBA in accounting and a Master of Science in accounting from James Madison University, and received his Ph.D. in accounting from the University of Tennessee. He began his career in public accounting with a Big Four accounting firm auditing manufacturing and financial services clients, and has taught financial accounting, auditing, and research seminars at the graduate and undergraduate levels and is currently an assistant professor at Hofstra University.

Private collection agencies that have contracted with the Internal Revenue Service to collect overdue tax debts have collected nearly $500 million since 2017, according to a new report, but that’s just a fraction of the over $30 billion owed.

For all the central bank’s plaudits, it’s powerless to stop the wealth gap in America from growing wider.

Elizabeth Urish is a director for Steel Tower Investments. She provides wealth counsel to her clients, coordinating the multiple facets of their financial lives, and also works with the firm’s institutional clients, advising captive insurance companies on their investment management needs. She began her financial services career in New York with Deutsche Bank. As a vice president on the investment bank’s trading floor, she designed and executed bespoke investments across all asset classes for mutual funds, wealth management firms and high-net-worth individuals.

Traci Rutter, EA, MBA, is a tax supervisor, with Urish Popeck & Co. She has over 20 years of tax consulting and advisory experience. She serves clients in a variety of industries, but is primarily focused on higher education, professional services and technology. Her client service responsibilities are focused on providing tax structuring and consulting services to large, consolidated public or multistate C corporations, S corporations and partnerships. Prior to joining Urish Popeck, she worked with other regional accounting firms.

George White is the executive vice president at Custodia Financial.

If you have clients who are people of color, here's how to help them navigate financial planning in a racially unequal world.

Long-awaited advertising regulations allow for online testimonials but also increased risk of audits, observers and commissioners say.

In the first wave of cases under the regulator’s self-reporting initiative, it garnered more than $2.7 million in payments of restitution plus interest.