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Financial advisors and tax professionals say many clients get too fixated on April 15 without understanding the benefits and ease of pushing back the deadline.
March 5 -
Here's how some financial advisors have offered the two services for decades and why the rest of the industry may finally be catching on to the opportunity.
March 5 -
Investors have filed a lawsuit against an accounting firm alleging it helped a client maintain a Ponzi scheme involving cash advances that led to the loss of millions of dollars.
March 4 -
The Top 100 Firm also announced the first three member firms of the network, which will focus on food and agriculture clients.
March 4 -
Jackson Thornton acquired MST CPAs & Advisors; and HHM CPAs merged in Bizzell, Neff & Galloway.
March 4 -
The Chicago-based agricultural commodity trader said the issue with internal controls relates to the way it reports sales between segments.
March 4 -
KPMG and its partner Adrian Wilcox failed to audit the advertising agency with sufficient professional skepticism, according to the Financial Reporting Council.
March 4 -
There's a growing sense of unease among asset managers that companies with conspicuously small tax bills pose a financial liability too big to ignore.
March 4 -
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The development comes as Trump is appealing a trial loss that resulted in a $454 million judgment against him and his company for inflating the value of assets by billions of dollars.
March 4 -
A roundup of the flood of sanctions, fines and penalties issued over the past year or so by the PCAOB.
March 4 -
The regulatory environment around accounting is getting stricter, as the IRS, the SEC and the PCAOB crack down.
March 4 -
When someone leaves, they need to be replaced and with that comes orientation, training, introduction to your systems and procedures and to your culture.
March 4
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Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.
March 1 -
The IRS is planning to offer its free tax prep system around the clock next week and open it to a larger group of outside testers.
March 1 -
The lack of help means current accountants' hours and workloads can be grueling, upping the odds of mistakes and burnout.
March 1 -
The Securities and Exchange Commission has scheduled a meeting on its long-awaited climate disclosure rule.
March 1 -
Crowe collaborates with Intuit QuickBooks; Bonadio Group raises nearly $25K through firmwide Big Give campaign; and more news from across the profession.
March 1 -
An early pioneer in the ESOP space, Katz, Sapper & Miller now advises clients on the alternative business structure.
March 1





















