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PKF O’Connor Davies adds DHL&S; LBMC Technology Solutions merges with InterDyn Artis; Finkler joins HW&Co.; Gilliam Coble & Moser merges with Apple, Bell, Johnson & Co.; and Blucora plans acquisition of HK Financial Services.January 7
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Here’s a look at the most significant decade for the fastest-growing giving vehicle.January 6
President and CEONational Philanthropic Trust
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The world’s second-richest person said he wants his fellow billionaires to pay much higher taxes.January 3
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Home values in areas designated as “opportunity zones” appear to have been affected so little it’s “statistically indistinct from zero,” according to new research.January 2
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Teach clients to avoid the end-of-the-year rush to make the most of their donations.December 31
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Everyone benefits from a well-thought-out plan, including staff and clients.December 30
Chairman & CEOUS Wealth Management LLC
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Tax pros share what they and their clients think about the proposed tax on the rich.December 30
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The Internal Revenue Service issued final regulations last week on opportunity zone funds, but while they answer some of the questions, many other issues remain that are likely to prompt questions from tax clients.December 27
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As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?December 24
PartnerL&H CPAs and Advisors
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The $284.7 million budget is an approximately 4 percent increase over 2019.December 20
