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Consolidation, when done right and with clients and people at the forefront, is not about sacrificing quality for profit.
May 28
Platform Accounting Group -
At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.
May 28
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SALT and the bill; digital taxes worldwide; retaining clients; and other highlights from our favorite tax bloggers.
May 27
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Top 100 firm BMSS announced an investment in Knuula, an engagement letter and client documents software provider. The investment came after implementing Knuula themselves over the past year.
May 19
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The U.S. Government Accountability Office created a list of questions for policymakers' oversight of the energy tax expenditures in the 2022 Inflation Reduction Act.
May 19
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Valuations this year; handling interviewees; AI and accounting ed.; and other highlights from our favorite tax bloggers.
May 13 -
A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy.
May 12
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The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.
May 12
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Approximately three-quarters of large global companies are receiving assurance services on their sustainability reporting, according to a new report.
May 12
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Plus, EY announces Integrated Finance Managed Service; Ignition debuts AutoCollect solution; and other accounting tech news and updates.
May 9
