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Susan Jacobini Harrington, CPA, is a partner at Margolin, Winer, and Evens LLP. She is a mergers and acquisitions expert with more than three decades of broad-based business and tax experience across diverse industries.

Lance Christensen is a partner in the tax department at Margolin, Winer, and Evens LLP.

Kevin Kenney is chief growth officer at BioIQ, a healthcare technology company.

Kate Dore serves as FPA of Middle Tennessee’s director of public relations and founder of CashvilleSkyline.com.

The defrauded clients included the advisor’s own in-laws, who had suffered from Alzheimer’s and a debilitating stroke.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

Developing a team is crucial for RIA owners thinking about winding things down.

The bank’s latest retreat from wealth management will move 51 advisors to the independent space under Woodbury Financial.

If it's not uniform, and it's not a fiduciary standard, then it is at best a modest step forward, investor advocates say.

Ruth Wimer is a partner at Winston & Strawn LLP. She has experience advising clients on complex compensation tax issues, including reporting and withholding.