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Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12
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The gift outlays — and the many rules and potential duties tied to them — can affect clients' long-term trail toward RMDs, Roth IRAs, the FAFSA and other areas.
February 5
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PwC US has elected Paul Griggs as its next senior partner, to succeed Tim Ryan after Ryan retires on June 30.
February 5
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Clients will want to use you when you become their trusted advisor and they think of calling you before they do anything that might impact their business, financial security or growth.
February 5
Withum -
The guidance would align with COSO's widely used internal controls and enterprise risk management frameworks.
February 2
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Tax solutions provider Avalara announced updates to its partner program.
February 1
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From digitalization and consultancy to Bitcoin and cryptocurrency, 2024 is set to be a year of growth and possibility.
February 1
South African Institute of Professional Accountants -
Seek feedback from someone outside your professional circle who isn't mired in industry jargon.
January 31
L&H CPAs and Advisors -
A glossary of all the new or newly popular ways accountants are organizing their practices.
January 31
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The structure of most accounting firms hampers their ability to move quickly in a fast-paced environment and to foster accountability.
January 31
