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One of the biggest issuers in the municipal-bond market warns it may need to scale back its borrowing plans if federal lawmakers eliminate the tax-exemption.
February 25
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As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.
February 24
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Maureen Churgovich Dillmore will oversee the expansion of Ascend's growth platform for regional accounting firms into new U.S. markets, effective Feb. 17.
February 21
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AI can help reduce a company's environmental impact through data-driven analytics and optimization, though the energy burden of AI itself remains a challenge.
February 20
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As the digital asset landscape becomes increasingly unpredictable, it's important to encourage clients to diversify their holdings across sectors and types.
February 20
Tax & Accounting Professionals business of Thomson Reuters -
The Top 25 Firm has acquired a Regional Leader, its first acquisition since Citrin's private equity backer changed from New Mountain Capital to Blackstone.
February 18
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The deal expands PE-funded Platform's footprint to Pennsylvania.
February 13
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Help clients create the ideal life for themselves first — and then work backward to help them get there financially.
February 13
Arrowroot Family Office -
The Top 10 Firm based in Chicago intends to acquire a firm based in Connecticut, marking its second acquisition this month, thanks to private equity funding.
February 11
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The Regional Leader has acquired Smith Kesler, a firm with four offices across the Carolinas, fueled by private equity funding.
February 11
