But while an accountant can suggest these strategies, a financial advisor is often needed to execute the plan, as certified public accountants, or CPAs, typically are not licensed to set up ...

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.

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

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, ...

Corporate finance focuses on how corporations can use long- and short-term financial planning and other strategies to source funding, structure capital, make investments and employ accounting ...

Discover the role of an accountant in your financial journey, from starting a business, and managing growth, to navigating complex tax situations.