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The 2027 Top 100 U.S. ProAdvisors, the Top U.S. Up-n-coming ProAdvisors, and the Top 25 Tax Advisors qualifications are listed below.
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.
Loukia Gyftopoulou, Paige Smith & Charlie Wells (Bloomberg): The Ultrawealthy Tax Maneuver That’s Spooking Schwab and Fidelity For months, the brokerage had piled into one of t...
Bold and arrogant; secure repeat business; questionable tax returns; and other highlights of recent tax cases.
If your firm is struggling to staff an advisory practice, it's worth asking whether an EA could be the ideal candidate you're overlooking.
The most notable tax law developments of the past month
Jay A. Soled (Rutgers) & Linda Galler (Hofstra), Tax Advice and AI, 100 Tul. L. Rev. 909 (2026): In the past, taxpayers’ choices in seeking guidance on tax return positions wer...
Most accounting firms have invested heavily in organizing data but what about the context? They have tax software, document … The post What advisory information does tax software...
Indirect tax professionals shape pricing decisions and guide M&A structures. Yet when the C-suite discusses strategy, they’re often not in … The post From invisible to indispen...
Clients almost always bring advisory questions in technical form: Should I buy the equipment? Should I change my entity? Can … The post Advisory is an emotional business disguised...
Waiting until year-end to think about taxes isn't just stressful — it's expensive. Here's what to do right now while you still have room to act.
Errol Tenenbaum of Robins Appleby LLP explains what can happen when high net worth clients don’t build a real plan
While tax planning should be a year-round event for most orthopedists vs. a once-a-year occurrence, the final quarter of the year tends to bring to the forefront thoughts of curren...
While there are many factors that affect a country's economic performance, taxes play an important role. A well-structured tax code is easy for taxpayers to comply with and can pro...
Advisors need to untangle the emotional and financial realities of their clients’ properties, explains Mariska Loeppky
Every accounting firm has one – the partner that clients ask for by name. Whatever their name, the pattern … The post How to build client trust across your accounting advisory te...
For years, accounting firms have treated advisory as a knowledge problem. If we could train people faster, hire better talent, … The post Advisory has never been a knowledge proble...
We have spent years telling tax professionals to get past the return and do planning work. Very few of them manage it. The reason sits in how their firms are built.
Recent tax law changes are prompting businesses to rethink entity structures. Here's what financial advisors need to know when guiding clients or making decisions about their own R...
As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.
Here is a list of (1) visiting assistant professor hires; (2) entry-level hires; (3) lateral moves; (4) promotions, tenures, chairs, and professorships; (5) administrative appointm...
The Income Tax Appellate Tribunal (ITAT), Bangalore Bench, ruled that due to an error made by the tax consultant, the income tax return was processed under the old tax regime. As a...
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