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A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.
May 17 -
Test your accounting knowledge on bad social media advice, AI adoption, and more. No. 2 pencil not required!
May 17 -
This beauty's a steal; what a Lady; medical miscreants; and other highlights of recent tax cases.
May 16 -
The American Institute of CPAs' Auditing Standards Board voted to approve a set of revisions to the rules for attestation engagements to align them with the AICPA's quality management standards.
May 16 -
The Top 10 Firm based in Chicago is adding a Top 75 Firm headquartered in Redwood City, California in July, only a few months after receiving private equity funding.
May 16 -
Partly in response to the talent crunch, CFOs are reaching for digital platforms to automate, streamline and spare the highest-value talent for highest-value work.
May 16
UHY Consulting -
A KPMG survey found 72% of companies are using AI in their financial reporting process to some extent, and executives expect auditors will start examining controls around the technology.
May 16 -
Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.
May 16 -
Wolters Kluwer launched a Regulatory Violations Intelligence Index tracking penalties against U.S. financial services institutions.
May 16 -
SMBs and their financial advisors have deep concerns about the impact of bribery and corruption, according to a new survey.
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