Chiara Sockel Renninger, CFP, has been promoted to partner at Herbein Wealth Management LLC
Renninger works one on one with clients to align their investments to their overall goals and objectives, including charitable planning, wealth protection, and estate and tax planning.
She has been in the financial industry since 1998, and joined Herbein Wealth Management in 2003 as a wealth strategist.
Renninger holds a Bachelor's in Business Management from Bucknell University.
The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.
The Top 25 Firm acquired Houston-based Ham, Langston & Brezina, effective as of July 1, expanding its presence in Texas.
Ernst & Young is expanding its use of artificial intelligence to make the tax preparation process more efficient, while also recognizing its limitations.
UHY has added RBT CPAs LLP, expanding the Michigan-based Top 50 Firm's presence to New York's Hudson Valley and bolstering its wealth management practice.
Plus, new partners at Weaver and Gross Mendelson; a host of scholarships in Illinois; and other firm and personnel news from across the profession.
Plus, CCH Axcess adds complex document ingestion and interpretation; TaxStatus launches Planning Observations to automate discovery; and other accounting tech news and updates.
