Accounting Today's annual ranking of the top CPA financial planners — due out today — highlights the leading 150 firms by assets under management in different size categories. Highlighted here are the crème de la crème — those who manage over $1 billion in client assets. (See the
New York City's new pied-à-terre tax is prompting financial advisors to help wealthy clients reassess their options, from residency status to estate plans.
The Federal Accounting Standards Advisory Board is looking for a new leader to succeed its current executive director, Monica Valentine, who plans to retire at the end of this year after over 35 years at FASAB.
The IRS and the Treasury want taxpayers to take advantage of the federal Saver's Match program for retirement accounts as part of the new TrumpIRA.gov website.
The Public Accounting Oversight Board today swore in Kyle Hauptman as a board member at a ceremony at the Securities and Exchange Commission.
With extensive staffing cuts at the IRS since last year, fresh questions are arising over the usefulness of the CAP program for corporate taxpayers.
Sax acquired SFS Financial in Kinnelon, New Jersey, strengthening the Top 75 Firm's advisory capabilities.
