Commercial banking

LMC merges in Stephen A. Kepniss & Associates; Sorren adds Williams Overman Pierce; and Alpine Mar acquires Elliot Melamed.

The first global Ethics Standards on Tax Planning are effective.

President Donald Trump's multitrillion-dollar tax and spending package moved closer to reality after it passed the Senate.

Top 50 Firm UHY added Cincinnati-based firm Flynn & Company, expanding its reach into Ohio.

Job and wage growth at small businesses remained stable in June, despite some moderation, payroll company Paychex reported.

Paul Morville is the product architect at Advisor360° and founder of Parrot AI, which was acquired by Advisor360° in early 2025.

The $3.3 trillion tax and spending cut bill passed the Senate after a furious push by Republican leaders to persuade holdouts to back the legislation.

The Senate narrowly approved President Trump's tax bill after Vice President JD Vance cast a tie-breaking vote following no votes from three Republican senators.

The Office of Management and Budget is calling for a major overhaul in how federal agencies conduct financial audits.

Dan Garzella is the founder and CEO of the Darkhorse Insurance Brokers, a unique turnkey brokerage platform perfected and proven over nearly a decade of real-world application. With over two decades of experience, Dan has built multiple industry-leading brands by combining cutting-edge technology with a deep understanding of agent and consumer needs.