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Vertex partners with PinnacleCart, and Snow Software names new leadership.
February 1 -
Last year, Deloitte launched the Tax in 2020 initiative, a three-year digital transformation plan.
February 1 -
Renaissance Technologies, the giant hedge fund founded by billionaire Jim Simons, looks like it has created the premier individual retirement account.
February 1 -
Clients' returns raise crucial planning questions.
February 1
Napier Financial -
Smoke screen; low miles but big sentence; undivine Providence; and other highlights of recent tax cases.
January 31 -
Getting the word out (and the clients in) during filing season remains the holy grail for preparers.
January 31 -
The Vermont senator is considering a second run for president, and said his plan would apply to the wealthiest 0.2 percent of Americans
January 31 -
During this stressful, deadline-driven season it’s especially important to remember to focus on client service.
January 31
Capstone Marketing -
The billionaire CEO of JPMorgan Chase is OK with tax increases on the wealthy, as long as the revenue goes where he thinks it’ll do the most good.
January 31 -
A perk pitched as a boon for mom-and-pop businesses in President Donald Trump’s tax law could shut out smaller real estate investors while benefiting the industry’s largest property developers.
January 31









