CFP® professionals focus heavily on strategic financial management and maintain ... plan to help you accumulate wealth. Although both CFP® professionals and CPAs can help clients maximize ...

Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose ...

RC CPA, an accounting and wealth management firm, has appointed Clara Salvai as its new chief operating officer (COO).   Salvai previously served as the CEO of law firm Barakat + Bossa, and prior to ...

Cash flow management: A tax strategist ... A good strategist should be willing to work with your CPA and other financial professionals. As your wealth grows, financial complexity often increases.

wealth management. What does an asset manager do ... themselves or simply with the support of an estate attorney or CPA," he says. To determine if you need wealth management or asset management ...

Henry has spent his career at the intersection of accounting, wealth management, and technology. He and his two dozen-plus expert contributors espouse a holistic and integrated approach to ...