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Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.
May 23Goheen Insurance -
The private equity giant acquired the accounting software firm in 2019.
May 23 -
They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.
May 22 -
Testifying at a London court from a Danish prison via a video call, Sanjay Shah insisted that his controversial so-called Cum-Ex trades were lawful and that any rumors circulated in the industry were merely due to jealousy.
May 22 -
IRS errors; hiring your kids; investment fund audits; and other highlights from our favorite tax bloggers.
May 21 -
Katz, Sapper & Miller is adding Cassady Schiller; Eide Bailly merged in Edward White & Co.; Forvis plans to acquire ConTech360; and Avantax acquired GA Investment Management.
May 20 -
Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.
May 20 -
The top state in the ranking received a total score for financial literacy of 72.46 out of 100.
May 20 -
These investment vehicles present obstacles that require a deep understanding of the real estate industry and robust financial expertise.
May 17Wolters Kluwer Tax & Accounting North America -
A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.
May 17