Financial planning, and specifically the evolving areas of financial wellness and well-being, require that CPAs and accountants remain diligent at growing as professionals in the field. Integrating subjective and objective metrics with a focus on well-being offers a more nuanced understanding of financial wellness.

M&A sell-side transactions require careful planning and a deep understanding of the legal issues involved. CPAs and tax professionals are in a unique position to help companies navigate these complexities, particularly when it comes to managing tax liabilities