Financial Planning

The Top 20 Firm is also taking an equity investment in Sequoia Financial, and the two plan to deliver services to each other's clients.

Useful tips; pets and tax bills; becoming simply profitable; and other highlights from our favorite tax bloggers.

Plus Platform Business Advisors adds a firm that serves hotels in Texas.

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

The Top 100 firm announced it has partnered with Audax Private Equity, making it the latest in a string of large accounting firms to score PE money.

The Top 50 firm voted to split leadership of its entities, HBK CPAs & Consultants and HBKS Wealth Advisors, giving each its own top executive. 

Big tech companies are using quirks in carbon reporting rules to mask the vast and growing emissions from artificial intelligence.

EisnerAmper, a Top 25 Firm based in New York, is adding the partners and colleagues of Krost CPAs, a Top 100 Firm based in the Los Angeles area, in a combination expected to close in September.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Accounting tech space sees major acquisitions this week; Bitwave releases Data Fusion tool for digital assets; TaxValet gains B-corp status; and other accounting tech news.