Financial Planning

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.

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.

Alongside their public reports, Carson Block and Nate Anderson are quietly sharing research about sketchy accounting and other misdeeds with the commission's whistleblower office.

The big AI question; staff pay; sourcing nonresident income; and other highlights from our favorite tax bloggers.

Companies are finding it difficult to hire enough qualified people in the relatively new field of sustainability reporting.

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.

Not-for-profit organizations are putting more emphasis on cutting costs as they face the prospect of donors giving them less, according to a new survey.

It's imperative now more than ever that businesses understand how to efficiently manage their sustainability investments.

The Top 30 Firm is expanding its presence in the New York area, the latest in a series of deals after receiving private equity funding.