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Growth strategies at the largest firms in the country this year are revolving around identifying and finding the right clients, and serving them better.
March 4
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The 26 accounting practices with the highest revenue growth in percentage terms in 2025 from Accounting Today's Top 100 and Regional Leaders report.
March 3
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The independent nonprofit is devoted to helping professionals move past hype and into concrete practical implementations of artificial intelligence technology.
February 11
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None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.
February 4
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An extremely large proportion of people trust AI with financial information and guidance, probably more than they should.
February 3
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Thomas Unsworth, a CPA from East Naples, Florida, pleaded guilty in a federal fraud probe of Oakes Farms Food & Distribution Services.
February 2
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The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.
January 28
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Scheme over, good buddy; what a load of bullion; and other highlights of recent tax cases.
January 4
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Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.
December 29
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Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.
December 11
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By any other name; a different kind of clearing house; dodgy digital; and other highlights of recent tax cases.
December 5
