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U.S. taxes are likely to rise as lawmakers look to narrow the federal deficit, Warren Buffett said, as Washington prepares for major tax negotiations next year.
May 6 -
When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.
May 3 -
The new advisory service follows Platform's acquisition of Walpole Financial Advisors.
May 3 -
Plus, Estateably touts new accounting tools for estate planning; and other accounting tech news and updates.
May 3 -
Accountants are at a unique juncture where the convergence of a massive redistribution of wealth and rapid technological advancements can redefine their roles and impact.
May 3Estateably -
EisnerAmper will be adding Edelstein; Simon, Krowitz, Meadows & Bortnick joined Marcum; LMC acquired Vogel; and Crete secured additional funding.
May 2 -
Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.
May 2Withum -
The Consolidated Audit Trail is a database that is set to revolutionize how the agency monitors trading activity and spots potential misconduct.
May 2 -
Ernst & Young acquired Nuvalence; CliftonLarsonAllen bought Ronald Blue; Wipfli added Harbour Results; and Avantax acquired Integrated Tax & Wealth Strategies' wealth management business.
May 1 -
The U.S. firm attributed the uptick to the return of business travel since the pandemic, according to its 2024 Impact Plan report.
April 30