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 ...

A tax advisor and a financial advisor play unique yet interrelated roles in managing personal finance. A tax advisor, with specialized training in tax law, provides advice on tax matters, ensures tax ...

Tax planning advisors take a holistic approach to minimizing your tax liability. This approach could include implementing tax-efficient investing strategies or advising you on charitable giving. Many ...

Effective tax planning begins well before tax season, and early conversations lay the groundwork for greater clarity and ...

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...

More than ever, clients expect more from their advisors than just filing taxes; they want proactive tax management that maximizes opportunities for savings throughout the year. Yet, many advisors ...

Advisors benefit when accountants refer clients, but the most fruitful partnerships go much deeper than a simple handoff.

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Lammert joins Silver Oak Advisors as a senior executive, bringing over 25 years of diverse experience in real estate appraisal, asset management, and tax advocacy. Formerly the Executive Vice ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...