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As the July 4 launch date nears when clients can start contributing to Trump accounts, advisors discussed pros and cons of this method to save for children.
July 2 -
The Internal Revenue Service's Taxpayer Assistance Centers staff provided incorrect advice about the tax laws in nearly half the visits by inspectors.
July 2 -
BMSS Advisors & CPAs acquired Avizo Group, extending the Top 100 Firm's footprint in Alabama.
July 2 -
Money flowing into President Donald Trump's newly created accounts for children will initially be invested in a State Street Corp. exchange-traded fund.
July 2 -
LevitZacks and Wilson Lewis completed acquisitions, effective as of June 1, growing their footprints in their respective states.
July 2 -
The IRS against which your clients filed last year is not the same agency reviewing their returns today.
July 2
Ledger Labs -
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Got an important question? You may not need a consultant, but rather a community of your peers who are just a little ahead of you.
July 2
Boomer Consulting Inc. -
The tax-writing House Ways and Means Committee held a hearing to consider and pass eight bills related to tax administration and the Internal Revenue Service.
July 1 -
Your accounting firm's clients are counting on you to understand fraud risk in the Age of AI.
July 1
The B3 Method Institute -
A survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.
July 1 -
The Financial Accounting Standards Board wants to amend how investment companies measure the fair value of a security subject to a contractual sale restriction.
July 1 -
Accountants are no longer just educating clients about tax law, but actively dismantling AI-generated fiction before it turns into audit-triggering liability.
July 1
TaxStackAI.com -
The Top 20 Firm acquired Regional Leader Perkins & Co., expanding its Pacific Northwest presence.
July 1 -
Service-providing businesses added 96,000 jobs, including 2,000 in professional and business services such as accounting and tax preparation, ADP reported.
July 1 -
CrossCountry Consulting acquired Dupont Circle Solutions, a Salesforce-focused technology consulting firm in Arlington, Virginia.
July 1 -
Fischer Cunnane & Associates acquired Kalos Hutchings & Co., expanding the firm's presence in the Philadelphia region and strengthening its real estate services.
July 1 -
The state's new tax on second homes is nicknamed for its most famous part-time resident, but the levy will also squeeze owners whose houses are far less grand.
July 1 -
Guidance from the IRS on AI captures only part of the picture. The obligations it describes are real and enduring. What it does not fully address is how the frameworks for meeting them were built for a different generation.
July 1The Millennial CPA -
Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they guide clients through Roth conversions.
June 30
















