Financial advisors may also be CFAs, CFPs or personal finance specialists ... help with specific areas such as tax strategy or estate planning, a financial consultant could be particularly ...

As regulators worldwide push for greater tax transparency, CFOs face mounting pressure to prepare for complex disclosures and ...

Travis Kalanick says AI will replace traditional consultants. Deloitte and EY are already rolling out agents to do some of the work.

Make sure the person you choose is a verified preparer by checking that they have a Preparer Tax Identification Number, or PTIN, in the IRS’s database. Establish a relationship with a potential ...

A finance pro can help you weigh your options and come up with a plan. Tax season is approaching. A financial consultant can help with tax planning questions, such as how to maximize deductions or ...