Well, for one, it takes guts, will and determination. Just ask Jody Padar a CPA at James J. Matousek, CPA, in Park Ridge, Ill.
In todays
You can read Padar's account
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.
With AI taking on a growing share of routine tasks, accounting firms want more than just productivity from their partners.
Whitman Advisory introduced a Partner & Leadership Transition Coaching Program, a 90-day succession-planning program for departing firm leaders.
