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 ...

But most accountants do not feel comfortable advising ... PLANNER™ certification is the standard of excellence in financial planning. Much like the CPA license, the CFP® certification requires ...

accountant or both. Here are some of the situations where working with one makes sense. When to hire a financial advisor You’re looking for help with retirement planning or investment management.

and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning. David has helped thousands of clients improve ...

and has a degree in accounting and finance from DePaul University. Thomas Barwick / Getty Images Although it is common for some to use the terms "portfolio management" and "financial planning ...

and verifying financial documents—many accountants also offer budget analysis, financial and investment planning, information technology consulting, and limited legal services. Most accountants and ...

Traditionally seen as number crunchers handling compliance and bookkeeping, accountants are now evolving into strategic advisers, helping businesses navigate challenges and identify growth ...

Another simple approach is to ask professionals who might work with a financial advisor, for example estate planning attorneys or accountants. These individuals may very well have a financial ...

The acquisition will create a 17-employee team, boosting the firm’s ability to serve local business owners and beyond.

Following the Republican victory in the 2024 election, tax reform and political changes are at the forefront of every ...