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More and more fraudsters are impersonating the IRS, so taxpayers need to know how to tell the difference, and what to do if someone tries to scam them.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

Issues like Medicare increases and student loan relief will impact employees' ability to plan for their financial future.

It's cheers for pro bono advisors and people working to diversify the industry, and jeers for planners who defraud the elderly and big firms that let their regulatory responsibilities slip.

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.

Tom Brown is a partner and general counsel at Nyca Partners, and a special advisor at Paul Hastings, LLP.

Phil Calvin is chief product officer at Delinea and brings more than 25 years of software development, technical leadership and entrepreneurial experience to Delinea. His areas of expertise include technical strategy, cloud architecture, and engineering executive management. Prior to Delinea, Calvin spent nearly a decade at Salesforce in a variety of architectural and engineering leadership roles, most recently leading the platform engineering organization and focusing on making the Salesforce platform trusted, accessible and scalable. His earlier career included several startups and engineering roles, including serving as principal architect at Citrix after an acquisition of another one of his companies.

Industry watchdogs weren't concerned only about hot topics like artificial intelligence and cybersecurity but also remote work policies and the ability of brokers to clear their names.

Patrice Meagher is the Founder and CEO of MilkMate, an all-in-one multi-user pumping system purpose-built for the workplace wellness room.