Practice management

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.

Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.

Janet Truncale most recently was the regional MP for EY's financial services organization in the Americas.

The two-member combination will be called Forvis Mazars when it's finalized next June.

The Top 100 Firm received a strategic growth investment from Pamlico Capital.

The deal is expected to close early next year and is the latest in a string of M&A transactions since EisnerAmper received private equity funding.

The business solutions provider announced the release of Zoho Practice, an end-to-end accounting practice management solution.

While it initially garnered attention for its creative applications in content and image generation, the true potential of generative AI lies in its ability to unlock new ways of thinking in the business world.

Having a large number of positive reviews can often make the difference between winning new clients or not.

The Top 50 Firm is expanding its presence in the Bay Area, effective Dec. 1.

Have you ever looked at the websites of the top five CPA firms in your market and observed what similar services they provide?

Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.

The Top 50 Firm is expanding its reach into Western New York.

Strategic growth requires a plan, execution and something new to present to potential clients.

Kit Dickinson of ADP shares the latest issues in the construction industry, and what they need from their CPAs.

Accounting technology leaders generally approve of Biden's executive order on artificial intelligence, provided the government can actually implement it.

Conflicts, independence and wisdom sit in the native-built corporate tree.

Plus, Results Software returns to original ownership; Tax Autopilot applies generative AI to federal and state tax filing; and other accounting tech news.

Sikich acquires Thornhill Financial; and HBK CPAs & Consultants merges in Zapken & Loeb