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Edward Mendlowitz, CPA, is a partner at Withum. He has frequently been named to Accounting Today's list of the Top 100 Influential People, and is the author or co-author of 30 books, including “How to Review Tax Returns” and “Managing Your Tax Season.” He also writes a twice-a-week blog addressing issues that clients have at www.partners-network.com along with the Pay-Less-Tax Man blog for Bottom Line. He is an adjunct professor in the MBA program at Fairleigh Dickinson University, teaching end user applications of financial statements. Art of Accounting is a continuing series where he shares autobiographical experiences with tips that he hopes can be adopted by his colleagues. He welcomes practice management questions and can be reached at (732) 743-4582 or emendlowitz@withum.com.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

The team accused the firm of preventing them from properly conducting business with their clients, a charge that a FINRA arbitration panel rejected.

Check out the list of the biggest falls from grace in 2016.

The regulator was looking into allegations that he structured transactions in his personal bank account to avoid federal reporting requirements.

The regional firm's new hires generated $2.2 million in annual revenues, according to RBC.

Poul Nielsen, Director of Strategy with Nexthink, has more than 20 years of executive management experience, including a strong background in routes-to-market strategy for hyper-growth with some of the world-s leading technology companies.

TD Ameritrade Institutional’s revamped Veo platform allows planners to integrate information across third-party providers with a single sign-in.

Help clients filter out the noise around potential changes to the system.