-
Ernst & Young acquired Nuvalence; CliftonLarsonAllen bought Ronald Blue; Wipfli added Harbour Results; and Avantax acquired Integrated Tax & Wealth Strategies' wealth management business.
May 1 -
The U.S. firm attributed the uptick to the return of business travel since the pandemic, according to its 2024 Impact Plan report.
April 30 -
State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.
April 30American College of Financial Services -
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
April 26 -
Companies are increasingly prioritizing disclosures around cybersecurity, executive compensation clawbacks and more.
April 25Stout -
An overwhelming 77% of voters in the seven states that will decide the 2024 presidential election like the idea of a billionaires tax to bolster Social Security shortfalls.
April 25 -
What to do next month; White House returns; taxing AI; and other highlights from our favorite tax bloggers.
April 23 -
Accounting Today is in the midst of surveying CPA firms with wealth management practices for this year's 'Wealth Magnets' ranking.
April 23 -
The research will focus on investor needs and build on relevant preexisting initiatives when possible.
April 23 -
Deloitte auditors have been turning their attention to climate risks affecting clients who need to deal with a growing array of regulations and laws.
April 22