Growth consultant Gale Crosley talks about how firms can build truly client-centered approaches to growth that go far beyond cross-selling.
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Accounts payable processes once ran on predictable inputs. That world has changed.
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The documents your clients are already gathering for their returns are the same documents an estate planner needs to build or update a comprehensive plan.
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Today, we all have an opportunity to move beyond a compliance exercise measured in credit hours and embrace CPE as a strategic engine that drives innovation.
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Julio Pernía is the founder and CEO of Bdeo.
Pernía is a leading entrepreneur with experience across multiple technology sectors. In 2006, he founded Reparanet, the largest SaaS platform for repair companies in Spain. He also co-founded Director11, a sports management SaaS platform that is currently the most used product in Spain's La Liga.
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Akash Agarwal is the founder and CEO of Pibit.AI. He leads the team behind CURE™, a unified underwriting decision framework designed to bring clarity, structure, and transparency to modern underwriting.
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Sara Perez is Executive Vice President at EIS. With over 25 years of B2B technology experience, Sara has a distinguished track record of driving growth and innovation through strategic marketing. Her career encompasses diverse roles in both regional and global capacities, working with companies in both SaaS and traditional technology, ranging from agile start-ups to multibillion-dollar enterprises.
Before joining EIS, Sara held senior leadership roles at Business Objects (SAP), Genesys, VMware, and Schneider Electric, consistently combining strategic vision with operational execution to deliver measurable business impact.
Staff in the Big Four firm's U.S. tax business will be required to work on the premises or at a client site 12 days a month from July 1.
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SEC chair Paul Atkins plans to release about 30 rule proposals this year. More than two-thirds will be related to corporate finance, such as scaling back corporate disclosures.
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Josh Gottheimer is looking to roughly double the cap on state and local tax deductions, in a bid to secure more savings for residents in high-tax states.
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Trump downplayed the likelihood that Republican lawmakers will be able to add tax cuts or other economic priorities to entice voters ahead of the midterms.
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Wall Street strategists expect a robust increase in the Treasury's coffers this week as Americans pay their taxes.
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The second-home plan is expected to be part of ongoing state budget negotiations and would levy a yearly surcharge on pied-à-terres.
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Americans rushing to meet the tax deadline are getting bigger refunds on average thanks to Trump's tax law, though the savings are falling short of his promises.
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Mitch Cohen is the founder of ClearLine, an AI-powered crisis communications platform for mid-market organizations.
The IRS posted an updated fact sheet on the tax rules surrounding educational assistance benefits after the passage of the One Big Beautiful Bill Act.
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