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.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

Practices can almost get rid entirely of expensive outside accounting services.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Here’s what advisers are suggesting, just in case.

Here’s what advisers are suggesting, just in case.

Clear goals, an informed focus and effective execution equals better performance.

Fair and equitable can mean different things to different people, as Lise Robinson now knows from personal experience.

To get from where you are today (even if that’s a pretty nice place) to where you truly want to be, you need a system.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.