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CPA firms are perfectly positioned to provide advisory and assurance services on ESG reporting, given their infrastructure around audit quality, independence requirements, and professional development.
September 12UHY -
Whether your firm has a vibrant wealth management division or not is irrelevant when it comes to offering family office services: Consider it outsourced CFO work, except for a family rather than an entity.
September 12Napier Financial -
Climate change remains a top issue for global business leaders in the C suite, according to a report by Deloitte.
September 11 -
Springline Advisory, a private equity-funded firm, is growing by bringing in accounting firms.
September 10 -
The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.
September 9 -
Unlike the U.S., where the federal government can offer tax breaks, EU taxation rests with member states, leaving the bloc to work largely through loans and grants.
September 9 -
How do you fix an industry in consolidation? Enter private equity.
September 6Procyon Partners -
The Top 25 Firm is expanding in Illinois, the latest in a series of M&A deals since EisnerAmper received private equity funding.
September 5 -
Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.
September 3 -
This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.
September 3