Certified Public Accountants (CPAs) play a crucial role in managing financial matters, but their expertise primarily lies in ...

A career as a CPA financial planner is an alternative path for students who take an interest in taxation or consulting areas. Personal financial planning (PFP) involves a holistic approach to ...

The certified public accountants with the personal financial specialist credential who pushed to add financial planning to the CPA exam are calling for more of their peers to work in both fields.

Tax knowledge is considered to be the most important factor when choosing a financial advisor, according to a new survey, which also found the CPA credential to be the one most associated with ...

Certified public accountants with the personal financial specialist credential are hailing the "significant milestone" and "monumental addition" of a planning section to the CPA exam. For the first ...

There is a lot written about how financial planners get paid and how to avoid paying excessive fees, but not so much about CPAs. How do you know if you are being well represented or simply wasting ...

Managing your finances, figuring out how to pay your taxes, and planning for the future can be confusing and sometimes frustrating. Luckily, there are a variety of financial professionals you can ...

When Brooke Salvini, CPA/PFS, started her own firm, she decided not to bill clients by using the traditional assets-under-management (AUM) model. The AUM model, she realized, could limit her to ...

The Rutgers Business School Master of Accountancy in Accounting and Analytics program addresses the immediate needs of today’s market with a relevant and innovative curriculum. Analytics and AI ...

New York, New York--(Newsfile Corp. - March 6, 2023) - ETC CPA, a leading financial planning firm, announced the launch of a new program designed to help clients achieve both financial and spiritual ...