The Top 20 Firm based in New York has added a Regional Leader headquartered in Blue Bell, Pennsylvania.

Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm.

The Minnesota-based firm announced a merger with local firm HG&K, Ltd.

Weaver acquired HKG; Porte Brown merged in RVG Partners; and HW&Co. added ECS Billing & Consulting South.

The New York-based firm is the platform's third major deal.

Biden's team agreed to trim $21 billion over a decade from IRS enforcement and $28 billion from prior COVID spending.

Gene Marks recommends five internal metrics for clients to consider when they're looking to purchase a company.

Plus AuditClub Compass aims at AICPA quality control standards; FloQast releases Compliance Management tool; and other accounting tech news.

McCarthy has told Biden that he did not intend to retreat from public refusals to accept additional taxes as part of an agreement.

The Aprio CEO shares why he changed his firm's name — and his own — and the importance of unlearning.