The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.

The Top 50 Firm is expanding to Santa Monica.

Friedman added Bohlmann Accounting Group, and Herbein + Company merged in Mosteller & Associates.

The Top 25 Firm’s merger with the Cadence Group gives it a presence in Salt Lake City.

Wipfli’s latest merger is bringing the Midwest-based firm to California, but since the pandemic, it has been able to recruit talent around the world.

Stephen Schwarzman said the risk of an increase in U.S. capital gains taxes has led to explosive growth in potential targets for his alternative investment firm.

The Top 100 Firm, based in Atlanta, is expanding in Alabama.

Most small firm owners who are considering retirement are not familiar with how selling a practice works and how to get started.

The combination of the two Top 100 Firms continues Armanino’s national expansion.

Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.