Practice Management

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.

Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.

Janet Truncale most recently was the regional MP for EY's financial services organization in the Americas.

The two-member combination will be called Forvis Mazars when it's finalized next June.

The Top 100 Firm received a strategic growth investment from Pamlico Capital.

Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.

The deal is expected to close early next year and is the latest in a string of M&A transactions since EisnerAmper received private equity funding.

The business solutions provider announced the release of Zoho Practice, an end-to-end accounting practice management solution.

While it initially garnered attention for its creative applications in content and image generation, the true potential of generative AI lies in its ability to unlock new ways of thinking in the business world.