Commercial banking

The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.

Luke Nicholson is an assistant professor of accounting at the Plaster College of Business and Entrepreneurship at Lindenwood University in Saint Charles, Missouri. He holds a Doctor of Business Administration with a concentration in accounting, an MBA, and a BS in accounting with a minor in Business. Dr. Nicholson has 10 years of experience in accounting. Prior to his academic career, he worked in public accounting conducting audits and completing tax returns for companies across various industries. He served as an assistant CFO in his previous accounting job.

As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options. Advisors need to understand the implications for retirement planning.

In an increasingly choppy sector, experts say investing with caution and an eye on diversification is key.

A new study predicts the One Big Beautiful Bill Act will reduce federal taxes on average for individual taxpayers in every state, but the impact will differ.

Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 billion has further consolidated the ranks.

Stephanie Mier is the Chief Insurance Officer at ServiceUp, an all-in-one tech platform transforming how fleets and insurers manage vehicle repairs. She has spent the past two decades in the Insurance Industry, building auto claim departments, specializing in accident management, writing policy, and launching products to focusing on decreased overall risk, customer retention and acquisition. Prior to ServiceUp, she spent the last 8+ years in the fintech mobility space, building Insurance for Turo, Fair Financial, Kyte on demand rental, and was a founding member to PAKT Embedded Insurance Brokerage. 

Transitioning emotionally invested clients out of concentrated stock positions and legacy funds takes time, tact and a tax-savvy mindset.

Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to develop new tools.