Central New York Community Foundation announced it has chosen Bill Kriesel to receive its 2025 Partner in Philanthropy Award.

The survey window for our annual ranking of the top CPA financial planners by assets under management is now open.

At the very least, an advisor should be willing to work with your accountant or tax attorney to ensure your financial plan keeps your tax liability at a minimum and does not create new issues.

They can work in private practice, for a large accounting or consulting firm, or even in a corporate role. CPAs bring expertise in tax planning, budgeting and financial analysis to the table ...

Those who pass the exam and meet the other criteria are awarded the CFP designation. To maintain the designation, ...