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Accounting firms with financial planning practices need to differentiate themselves from the many other players in the space.
February 8
Napier Financial -
Software is the name of the game in accounting. However, there are three major aspects to software that can make or break the quality of a financial planning and analysis product and your ability to scale.
February 7
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A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.
February 7
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An in-depth look at the provisions of the new act and how they impact retirement planning.
February 2
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The New York-based firms are coming together to form a $600 million megafirm, fueled by private equity investment.
February 1
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Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.
January 31
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Environmental, social and governance reporting is one of the most talked-about opportunities for accountants in years, but what will it look like for your firm?
January 31
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Much of the current focus is on the environmental aspect of ESG, but the social and governance aspects will be just as important.
January 31
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A sampling of important frameworks, acronyms and more.
January 31
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As accountants pioneer this new service area, they share lessons learned and strategies for success.
January 31
