CPAs

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.

ChatGPT scored terribly on a practice CPA exam, scoring 39% in REG, 46% in AUD, 35% in FAR and 48% in BEC.

Some clients may have to pay the money back if their jobs or salaries change.

The Dallas-based hybrid RIA has more than 100 reps, and, if they follow the chief’s exit, it would be the the No. 1 IBD’s largest loss since 2019.

Anyone can call themselves a wealth advisor these days. Here are credentials that count.

NCCPAP’s Stephen Mankowski shares details from the service on filing date extensions and more.

Christine Kuglin started her journey to pass the test by thinking, 'Today is a good day to become a CPA.'

The agency has 90 days to review files and reach decisions.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

One of the certifying organizations has taken a Netflix-like approach to advisor education.

While the Trump administration has called for a delay to the April 15 deadline, they have yet to issue formal guidance on when paperwork is due.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

Mariner Wealth Advisors adds to its string of acquisitions, buying two tax practices.

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.

They are not required to pay taxes on income accrued from properties leased for no more than 14 days.

Modifications should be made as soon as they determine their liability for 2018 and the impact of the new law on their returns, an expert says.

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.