More than 1,600 financial advisors have rushed to register for a new tax-planning certification, hoping to add to their skill sets as wealth and taxes become more intertwined. Historically, advisors ...

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...

How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...

Tax planning advisors take a holistic approach to minimizing your tax liability. This approach could include implementing tax-efficient investing strategies or advising you on charitable giving. Many ...

Taxes can be confusing and you might have questions about how to file or the best ways to minimize what you owe to the IRS. But who do you turn to for advice? A tax advisor may be an obvious choice ...

Relationships with CPAs and other "centers of influence," or COIs, are invaluable, not only as a source for new clients, but also as a resource for key strategies to retain assets. The partnership ...

The Tax Cuts and Jobs Act of 2017, commonly referred to as TCJA, eliminated the deductibility of financial advisor fees from 2018 through 2025. And while advisors and clients have had a few years to ...

Janet Berry-Johnson, CPA, is a freelance writer with a background in accounting and income tax planning and preparation for individuals and small businesses. Her work has appeared in Business Insider ...