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The benefits go beyond what many think, particularly once you get past the many misconceptions that plague the field.
May 3 - L&H CPAs and Advisors
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Mazars USA names its 2021 Giving Theme; Plante Moran helps build California's Homeless Data Integration System; and the VSCPA participates in CEO Action's Day of Understanding.
April 30 -
Client referrals are a great way to grow your financial planning practice — provided you can get them.
April 30Napier Financial -
The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.
April 29 -
CBIZ is expanding to the Pacific Northwest, with its subsidiary CBIZ Accounting, Tax & Advisory of Washington buying the non-attest assets of Berntson Porter & Co., a firm in Bellevue, Washington.
April 29 -
Accountants have come a long way during the pandemic — but they can go ever further.
April 29AICPA & CIMA -
Grassi, a Top 100 Firm based in New York, has expanded its footprint in New Jersey by acquiring Gramkow, Carnevale, Seifert & Co., effective March 29.
April 28 -
The American Institute of CPAs' National Committee on Diversity and Inclusion will hold a free, online event on how firms can boost diversity, equity and inclusivity within their organizations.
April 28 -
The Top 20 Firm is adding Strategic Sourcing Results, a consulting firm based in Chicago.
April 28