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Many HNW investors are underwhelmed with the offerings of the average financial planning firm.
February 3
Napier Financial -
Senator Elizabeth Warren’s proposed wealth tax could be a gift to an industry she has accused of looting Americans — private equity.
November 8 -
The guidance helps with determining the fair market value of companies in an investment portfolios.
August 19 -
An upcoming guide from the AICPA weighed heavily, both figuratively and literally, during a recent forum.
March 19
Valuation Research Corporation -
The bakery chain was rescued by an Irish private-equity firm after an accounting scandal pushed the U.K. cake baker into insolvency.
February 14 -
Highly-leveraged companies can start calculating just how much the Republican tax law limits their interest deductions for debt, thanks to 439 pages of regulations released by the Internal Revenue Service on Monday.
November 27 -
The tools are helping the Top 100 Firm’s accounting and tax practice improve its performance.
June 13 -
The private equity firm has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever.
May 29 -
The private equity firm has bought a provider of financial software and information on private companies that caters to accounting firms and banks.
May 18 -
The American Institute of CPAs has written a letter to the Internal Revenue Service asking the IRS to provide maximum flexibility in its regulations for the new centralized partnership audit regime.
May 16





