The Latest

There are many things to be thankful for in both my personal and professional life. And, of course, it’s that time of year when we ponder these things and reflect on just how far we’ve come.

Last week I saw an article in my local suburban newspaper detailing how a number of local banks and insurance companies were looking to bolster their financial planning offerings and services.

BlackLine Systems has begun offering an online training tool known as BlackLine U for users of the company’s Financial Close Software Suite.

Amy Henselin, CPA, has been promoted to audit partner in the Wisconsin practice of national firm Grant Thornton LLP.

Trilogy Software Inc. has completed its first-round equity offering of $3.3 million, which will be used to launch the company’s DoxCycle intelligent tax source document management software and to explore opportunities in the professional tax and accounting industry.

With new cost-basis reporting requirements in effect for the 2011 tax year, Charles Schwab is warning investment advisors to brace for a hectic tax season and prepare for a flood of questions from clients who for the first time will receive a revised 1099-B form packed with new transaction information.

The holiday season is a hectic time for busy professionals to manage both work and life, but I thought I’d share some great gift ideas and special tools that may help ease your holiday shopping endeavors.

The Section 1022 election to opt out of the federal estate tax and into the modified carryover basis regime for the estates of people who died in 2010 is coming up in mid-January.

Talk about good timing. A small-business holiday-shopping campaign led by American Express is peaking this week, just as a new survey says Americans have the warm and fuzzies for local mom-and-pop shops.

James Turley, the global chairman and CEO of Ernst & Young since 2001, said he plans to retire at the end of June 2013.