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As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.
May 15Arrowroot Family Office -
Tax professionals will need to take extra steps to get access to certain systems and information.
May 15 -
More than half of phone calls to HMRC are now going unanswered.
May 15 -
U.K.-based IRIS Software announced its acquisition of Swipeclock, the Utah-based maker of solutions WorkforceHub and ApplicantStack.
May 15 -
Old IRS tech; lead, don't manage; an MP want-ad; and other highlights from our favorite tax bloggers.
May 14 -
The Internal Revenue Service published final regulations officially lowering the fees for new Preparer Tax Identification Numbers and renewed PTINs.
May 14 -
The Internal Revenue Service cautioned consumers to beware of inaccurate advice which prompted thousands of taxpayers to file overblown claims and held up their refunds.
May 14 -
The Public Company Accounting Oversight Board updated its standard-setting, research and rulemaking agendas to reflect recent progress on modernizing the its older standards and rules.
May 14 -
The convergence of machine learning, generative AI and autonomous sourcing gives organizations the ability to realize most of the ZBB ideal.
May 14Globality -
Reliable data is the foundation of effective climate-related disclosures, and audit and tax professionals' experience is essential in supporting this data's integrity.
May 14PwC