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Tax strategy and investment management are important, but communicating with clients is one of the most critical aspects of any financial planner's practice, argued pioneering planner Harold Evensky.
January 20 -
Grant Thornton reached record combined global revenues of US$4.7 billion, achieving 4.6 percent growth in U.S. dollars (or 4.9 percent in local currency terms) for the fiscal year ended Sept. 30, 2014.
January 20 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
January 19 -
Some of our favorite recent tax fraud cases.
January 19 -
President Barack Obama is proposing new taxes on the wealthiest Americans that would limit their profits from investments and make it harder for them to pass assets to heirs.
January 18 -
A weekly roundup of accounting firm mergers and acquisitions
January 16 -
GoodReader is a great reminder of the advantages digital text has over its analog equivalent.
January 16 -
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Berkowits Pollack Brant celebrates an anniversary, Marcums Annual MicroCap Conference details are out and more
January 16 -
Thomson Reuters released a new module for its Transfer Pricing Documenter solution to improve loan processing and compliance.
January 16 -
The Treasury Department and the IRS have released proposed regulations on the application of the research tax credit for internal use at companies in an effort to provide better clarity to businesses and tax professionals on the proper rules.
January 16 -
Armanino has partnered with global business intelligence software developer PrecisionPoint as its exclusive North American distributor.
January 16 -
The International Auditing and Assurance Standards Board has released newly revised standards for overhauling auditor reports, with the goal of enhancing the auditors report for investors and other financial statement users.
January 16 -
Wealthstream Advisors president Michael Goodman, an active member of the AICPA's PFP Section, talks about the human capital aspects of personal financial planning that CPAs can discuss with their clients, in an interview with Accounting Today editor-in-chief Dan Hood
January 16
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Allison Harrell and Michael Kalifeh were admitted as shareholders at Thomas Howell Ferguson PA. The firm now has a total of 10 owners.
January 16 -
Ah! Creative accounting! No! Stop! There is only one way to account for activity and that is the right way.
January 16 -
The Internal Revenue Service is eliminating the extended weekday hours, Saturday and Presidents Day availability of its e-help desk service due to budget cuts.
January 16 -
Business payments network Bill.com announced that its Payments for NetSuite SuiteApp achieved Built for NetSuite verification.
January 16 -
The Internal Revenue Service has issued newly updated procedures for changing a businesss method of accounting for income tax purposes.
January 16 -
Intuit released their new QuickBooks Online Self-Employed solution for freelancers and home-based entrepreneurs.
January 16
