Practice and client management

A client resource hub is a dedicated section of your website that serves as an easy-to-skim central repository of information for your clients.

The Federal Trade Commission issued an order forbidding Intuit from describing its TurboTax software as free in any of its promotional materials unless the product is free for everyone.

The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.

The firm's annual State of the Firm event was attended in person by 1,500 Withum'ers and virtually by almost 1,000 Withum team members.

The accounting profession is undergoing significant changes due to the rise of artificial intelligence and automation.

Citrin Cooperman, a Top 25 Firm in New York, has acquired Mibar, a business software consulting firm also located in New York.

The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.

Thomson Reuters was the winner of a bidding war to acquire a majority stake in Swedish e-invoicing and tax solutions firm Pagero.

If you want to grow, come up with a goal of where you would like to be in five years, and then decide on a first step toward that goal.

In a change that may affect financial advisors and tax professionals' clients, the agency reversed course on a position it took seven years earlier.