Financial Planning

The acquisition is the latest in a string of M&A deals since Citrin received private equity funding last fall.

During partnership planning, design and discussion related to CPA firm buy-in, be sure to cover these four essential topics.

ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.

The company currently operates an emission accounting solution, Net Zero Cloud, which will be integrated with the new marketplace.

A recent study found that when a publicly traded company appoints a Black CEO, there is a corresponding bump in average share price.

Plus, Armanino tests out new client experience app; MindBridge touts new API in latest release; and other stories from the world of accounting technology.

Fewer clients = more income; the new car credit; the IRA's real importance; and other highlights from our favorite tax bloggers.

The accounting and HR cloud software provider announced the new capacities for its enterprise management solutions.

What happens if your client invests in a Roth IRA? What about buying a home? Or even donating to charity?

Investors tend to "chase yield" in tough economic times, but there's a price to that.