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It’s important to regularly revisit your clients' future with a fresh set of eyes,
November 2
Napier Financial -
LGA merged in ALL CPAs; BA, Inc. combined with Flynn Accounting Solutions; HW&Co. added the Shealy Group; De Boer, Baumann partnered with NetWerks; and Avantax acquired Warner Finance.
November 2
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Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.
November 2
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That Rothko, Basquiat or Banksy hanging in the front hall may be a great way to get a tax break.
November 2
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Deloitte also announced the creation of a $250,000 tuition scholarship program at HBCU Grambling State University.
October 29
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The latest proposal underscores a fierce fight in Congress over ways to pay for Biden's slimmer social-spending agenda.
October 27
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The Senate Republican leader ridiculed a tax plan targeting the unrealized capital gains of the ultra wealthy as a “harebrained scheme.”
October 26
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The Top 100 Firm highlighted nonprofits across Arizona, Colorado, Minnesota, Nevada and North Dakota for their creativity and “sustainable revenue ideas.”
October 22
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Rehmann associate Maher Faik also raises $40,000 for Friends of Foster Kids through participation in the 100 Businesses Who Care pitch event.
October 15
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There’s no telling where the vast fortunes hide on tree-softened Phillips Avenue in Sioux Falls.
October 14
