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Is a legacy firm one that follows tradition, or one that's interested in maintaining its legacy for years to come?
January 11AICPA & CIMA -
The deal will deepen PKFOD's private client services offering.
January 10 -
Accounting firms have untapped potential in their existing client base that can help them reach their growth KPIs.
January 9FFP Wealth Management -
From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9 -
Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.
January 8 -
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CBIZ MHM's Latino-owned business service team has Southern California roots and national ambitions.
December 27 -
Federal money is keeping construction businesses busy, but comes with its own complications.
December 26ADP -
Firms that early-adopt ESG will be better positioned to deliver these services when they reach full market demand.
December 20IntrapriseTechKnowlogies LLC -
Moss Adams launches government contractors practice, CohnReznick announces a number of awards, and other news from across the profession.
December 1