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The best firms don't build walls to keep clients in — they build wells clients never want to leave. Here are three keys.
January 19
L&H CPAs and Advisors -
New OBBBA restrictions mean wealthy donors lose deductions on smaller, routine gifts. Here is how to use DAFs and donation grouping to preserve tax benefits.
January 19
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You can check out but you can never leave; job experience; and other highlights of recent tax cases.
January 18
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The U.S. Department of Education is delaying involuntary collections of student loan debt by garnishing wages and seizing tax refunds.
January 16
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The Association for Accounting Marketing is accepting nominations for its 2026 Marketer of the Year Award until Feb. 4.
January 16
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FASB adds six to Not-for-Profit Advisory Committee; Brown Plus promotes 15; and more news from across the profession.
January 16
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Statehouse skirmishes: the Gold Card; how returns get prepared; and other highlights from our favorite tax bloggers.
January 16
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Plus, Emburse announces Invoice Tax Validation; TaxStatus releases tax prep checklist, tax return history; and other accounting tech news and updates.
January 16
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An increase in private equity acquisitions has made odd bedfellows of once-disparate, competing accounting firms.
January 16
AGH Consulting Group -
Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors and their clients bite?
January 15
