Wealth management

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

This year's collection of top CPA financial planners are focused on every different part of the puzzle.

The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure

Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.

Valuations this year; handling interviewees; AI and accounting ed.; and other highlights from our favorite tax bloggers.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

Plus, EY announces Integrated Finance Managed Service; Ignition debuts AutoCollect solution; and other accounting tech news and updates.

Tax Court judges; like-kind slip-ups; estate planning and digital assets; and other highlights from our favorite tax bloggers.

Savant Wealth Management acquired CPA-led registered investment advisor Corrigan Financial, based in Middletown, Rhode Island, on April 30.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.