Consulting

Here's a smart way to add long-lasting value to your client relationships.

Accounting needs to evolve in order to face a new reality.

Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.

As Angie Herbers looks back on two decades at the consulting firm she founded, she shares how she grew it from nothing and what peers in the industry can learn.

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Having a third party administrator on your side can help appeal to current and prospective clients.

About 83% of business owners don't have a transition plan. This prompted adviser and attorney Jim Maher to build out a unique offering for clients.

It's never easy to talk to strangers, but establishing a swift rapport with prospective clients is vital for building your business. Advisors share their best tips for getting these conversations underway.

Surviving spouses will require hands-on help from their advisors to get important tasks done -- before and after a loved one's death.