Advisory July 7, 2026
The Structured Installment Sale: What CPAs Should Be Telling Business and Real Estate Clients Before They Close
Make the structured installment sale a standard question in every pre-sale conversation.
Technology June 3, 2025
EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+
EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.
Financial Planning June 3, 2025
Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge
LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.
Advisory June 2, 2025
Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence
This deal marks the latest expansion of Arax’s platform, which continues to deepen its presence in high growth markets across the United States through strategic partnerships with leading wealth management advisory teams.
Financial Reporting May 22, 2025
EY Report Shows Lagging Investor Confidence as Digital Assets Surge, Unprecedented Wealth Transfer Challenges
Half of investor respondents (50%) feel underprepared for the transition of wealth across generations, with 45% of survey respondents stating that planning for wealth transfer is become more challenging.
Financial Planning May 19, 2025
Avantax Acquires Assets of WealthCare Financial with Approximately $180M AUA
Avantax is a unique community within Cetera and a leader in tax-focused financial planning and wealth management.
Firm Management May 9, 2025
How AI is Revolutionizing Financial Planning
AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.
Accounting May 7, 2025
Half of C-Suite Executives Considering Cuts in Their Function in the Second Quarter of 2025
Half of C-suite executives are considering cuts to their function in the second quarter of 2025 in anticipation of continued disruption of supply chains, decreased consumer demand, and inflation.
Advisory April 14, 2025
How to Help Clients’ Children Score a Top College without Gaming the System
The first thing to know is that, while colleges are seats of higher learning, they are also a business. They have a brand. They have marketing departments. And they’re vitally interested in improving their position when various publications.
Financial Planning April 9, 2025
AICPA Offers Suggestions on New Generation-Skipping Transfer Regs
These relief provisions are designed to provide a safety net for taxpayers, ensuring that their estate planning and tax strategies can be effectively implemented even if initial errors are made.
Small Business November 11, 2024
Using ChatGPT with Strategic Business Methodologies
Client accounting services often exceed the boundaries of traditional accounting analysis. Many clients want more, such as a strategic planning analysis method such as SWOT, where an ...
Accounting December 11, 2024 Sponsored
Archived Webcast – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems
Are your clients looking for ways to reduce their tax liability? Charitable giving offers unique opportunities to benefit from tax advantages, support a favorite charity, and generate lifetime income.
Financial Planning October 22, 2024
AICPA Offers Financial Tips to Recent Hurricane Victims
The personal financial planning experts at the American Institute of CPAs are offering tips to help with financial wellbeing and planning for the future.