CPAs

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.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

Bronfman Rothschild executives have learned important guidelines on evaluating deals.

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

A Michigan CFP is deluged after a Trump aide with the same name pleads guilty as part of Justice Department special counsel Robert Mueller’s investigation.