As tax season gears up, preparers are helping clients navigate new laws, dealing with capacity constraints, and generally seeing more, and earlier, interest from taxpayers. For Sandra Johnson, CEO of ...

As part of this evolution, Fairway promoted Dina Leader Powers, CPA, CFP (R) , and Brian Tullio, JD, LL.M, CFP (R) , to Partner of Wealth Advisory Services, growing the partnership group to six.

Gather your tax slips and receipts because it's that time of the year.

A key advantage to partnering with a wealth management firm is gaining a complete view of each client's financial picture.

Just as for other businesses, tax considerations come to the fore when CPA practices combine. This article delves into some ...

The CPA Evolution Exam model, which became effective at the beginning of 2024, requires each candidate to pass three core ...

When you earn more, you tend to own more -- to the IRS. This might inspire you to find creative tax loopholes, but this may ...

As your finances grow more complex, a CPA can help you reduce tax surprises, improve cash flow and build a smarter long-term strategy.

No one is challenging clients as the best source of recommendations for financial advisors. But growth experts say many are missing out on the potential for highly profitable collaborations with ...

With tens of thousands of CPA firms across the country, investors see consolidation opportunities to build national platforms ...

Avoid 2026 Medicare IRMAA surcharges with smart income planning. Learn five strategies to manage MAGI and protect clients from costly premium cliffs.