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Client expectations are evolving, and the firms that succeed will be those that adapt accordingly.
July 30
Wipfli -
Mayor Zohran Mamdani defended the rollout of a new tax on highly valued second homes in New York City, saying only property owners who receive a letter from city officials will be impacted by the levy.
July 30 -
In the face of massive change, Randy Crabtree says accountants need to know these things about themselves.
July 30 -
By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.
July 29 -
While almost everyone is talking the talk on AI governance and control, recent data suggests far fewer are walking the walk, to the detriment of organizations.
July 29 -
Democrats on the Senate Finance Committee plan to introduce an amendment prohibiting President Trump's audit immunity deal with the IRS during a markup hearing.
July 29 -
The Internal Revenue Service is highlighting the role of tipsters in exposing tax fraud and helping it recover unpaid taxes and strengthen tax compliance.
July 29 -
Upon the historic deal's closing, Grant Thornton is expected to become the fifth-largest firm with more than $5 billion in domestic revenue and $7.5 billion globally.
July 29 -
Here are five key areas sellers should proactively address to set themselves and their future partners up for long‑term success.
July 29
Optimum Strategies -
Cornyn and another GOP holdout, Senator Thom Tillis, want written changes to alter Trump's settlement with the IRS over leaks of his tax information in 2019.
July 29










