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The gift outlays — and the many rules and potential duties tied to them — can affect clients' long-term trail toward RMDs, Roth IRAs, the FAFSA and other areas.
February 5
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PwC US has elected Paul Griggs as its next senior partner, to succeed Tim Ryan after Ryan retires on June 30.
February 5
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The Top 25 Firm based in New York has added a firm headquartered in Wakefield, Massachusetts, expanding Marcum's government client base in New England.
February 5
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Clients will want to use you when you become their trusted advisor and they think of calling you before they do anything that might impact their business, financial security or growth.
February 5
Withum -
Two firms in Albany and Buffalo, New York, have agreed to a revenue-sharing arrangement.
February 2
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The guidance would align with COSO's widely used internal controls and enterprise risk management frameworks.
February 2
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Plus, promotions at Kassouf, CohnReznick, KSM, and Johnson Lambert, and other personnel and firm news from across the country.
February 2
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AICPA chief Barry Melancon discussed the tax extenders bill that's working its way through Congress, and a host of other issues affecting the accounting profession.
February 1
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Tax solutions provider Avalara announced updates to its partner program.
February 1
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From digitalization and consultancy to Bitcoin and cryptocurrency, 2024 is set to be a year of growth and possibility.
February 1
South African Institute of Professional Accountants
