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A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.
March 19 -
McConnell Jones, the largest Black-owned CPA firm in the U.S., appointed William Taylor, Jr. as managing partner, succeeding founder Wayne McConnell.
March 19 -
The documents your clients are already gathering for their returns are the same documents an estate planner needs to build or update a comprehensive plan.
March 19
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The IRS issued a notice extending temporary relief for another year on using alternative methods for brokers of digital assets, such as cryptocurrency.
March 18 -
KPMG International elected Gary Wingrove as its next global chairman and CEO, succeeding Bill Thomas in a four-year term, effective Oct. 1, 2026.
March 18 -
Today, we all have an opportunity to move beyond a compliance exercise measured in credit hours and embrace CPE as a strategic engine that drives innovation.
March 18
Pennsylvania Institute of CPAs -
The number of accounting-related securities class action filings plummeted 40% last year, according to a new report, but the total settlement value rose 40%.
March 18 -
Big deals for CBIZ and Baker Tilly put them at the top of the league tables for new public company audit engagements for all of 2025.
March 18 -
Auvenir, an accounting and compliance technology provider founded as a Deloitte venture, has officially launched as an independent company that now styles itself Streamworks Tech.
March 17 -
The Securities and Exchange Commission and the Commodity Futures Trading Commission issued an interpretation of how federal securities laws apply to crypto.
March 17










