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Katz, Sapper & Miller is adding Cassady Schiller; Eide Bailly merged in Edward White & Co.; Forvis plans to acquire ConTech360; and Avantax acquired GA Investment Management.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

Strategic planning meetings and retreats for the firm should be free of distractions to be successful.

In this first installment of The Fundamentals, we asked firm leaders and tech experts the basics of selecting a practice management system.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.

Insights into the IRS's progress on the Form 1099-DA and forthcoming regs on crypto asset reporting.

These investment vehicles present obstacles that require a deep understanding of the real estate industry and robust financial expertise.

The Illinois CPA Society's "Re-Decoding the Decline" report shows that time is the top barrier to CPA licensure, not the 150 credit-hour rule.

Association for Accounting Marketing distributes slew of awards at annual AAM Summit; VSCPA announces officers and board of directors; and more news from across the profession.

Plus, Lettuce launches AI-powered tax tool for sole proprietors; Lili touts "Accountant AI" bot; and other accounting technology news and updates.