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.