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Valuations this year; handling interviewees; AI and accounting ed.; and other highlights from our favorite tax bloggers.
May 13
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A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy.
May 12
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The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.
May 12
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Approximately three-quarters of large global companies are receiving assurance services on their sustainability reporting, according to a new report.
May 12
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Plus, EY announces Integrated Finance Managed Service; Ignition debuts AutoCollect solution; and other accounting tech news and updates.
May 9
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The Top 75 Firm based in Atlanta has steered clear of private equity funding so far and plans to remain independent, despite frequent calls and emails.
May 7
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Private equity is driving massive changes in the market, and firms on both sides of deals need to adapt.
May 7
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Tax Court judges; like-kind slip-ups; estate planning and digital assets; and other highlights from our favorite tax bloggers.
May 6 -
The new combination, backed by PE firm DFW Capital Partners, will create a $170 million Top 100 Firm with over 1,000 professionals.
May 2
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Savant Wealth Management acquired CPA-led registered investment advisor Corrigan Financial, based in Middletown, Rhode Island, on April 30.
May 1
