Navigating the decision between a career as a CPA and a financial advisor is pivotal for many in the finance sector. This choice is more than just a job—it’s about selecting a path that aligns with ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Tax planning advisors help clients minimize tax liability, navigate complex tax rules and integrate tax-efficient strategies into their financial plan Written By Written by Staff Money Writer, WSJ | ...

A surprising number of people continue to take a do-it-yourself approach to their taxes. Yet much like DIY home renovations, this doesn't always work out as well as intended. The right tax advisor can ...

The favorable tax changes from the 2017 Tax Cuts and Jobs Act (TCJA) will ‘sunset’ or expire by the end of next year. Financial advisors and tax professionals should prepare clients for the effects of ...