The Latest

For nearly 15 years, I’ve consulted with family-owned businesses and helped them navigate the many complexities they face.

Once, servicing “tax tools” meant math and a pencil sharpener – but these days it means a huge amount of technology that you may use fluently, but not necessarily understand. How can you truly trust it?

It’s the time of year when investors examine their portfolio and seek to harvest built-in tax losses. But short sellers who wish to harvest their losses should keep a close eye on the calendar.

You’re probably as sick of backup stories as I am, but I decided to write about backup one more time.

A third of accountants think that as much a half of their peers in the profession may be acting unethically, according to a recent survey.

Many individuals in the United States have IRA accounts. These retirement accounts may be substantial and are often the target of financial planners who are interested in handling and managing the IRA assets, for a fee, of course. This is big business for financial planners.

Payroll giant Paychex Inc. announced that it grew its total revenue 7 percent in the second quarter of its fiscal 2016, to $722.4 million.

(Bloomberg) It’s too early to tell whether Star Wars: The Force Awakens will become the biggest grossing film of all time, but the really interesting question is whether the movie will ever go into profit.

Local firms Mellott & Mellott and Thomas Heldman CPA and Associates announced that they will be merging effective Jan. 1, 2016.

Our editors’ picks for what made news in the profession this year