Plus, OSCPA names its new board; ConvergenceCoaching graduates a new class of leaders; and other firm and personnel news from across the profession.
Toxic pollutants; fabricated gambling winnings and losses; financial shortfalls; and other highlights of recent tax cases.
Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
The projected U.S. tax rates give tax professionals an early look at potential adjustments that could affect their 2027 tax planning for their clients.
Plus, Cherry Hill Advisory launches set of free AI tools; Datarails launches finance ticketing system; and other accounting tech news.
Nick Steiner is planning to build on the firm's Bay Area and Silicon Valley roots, while offering AI consulting for clients.
