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Two firms in Albany and Buffalo, New York, have agreed to a revenue-sharing arrangement.
February 2 -
1099s every quarter; latest tax lawmaking; a crypto outlook for 2024; and other highlights from our favorite tax bloggers.
January 23 -
As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.
January 18 -
Retirement plan sponsors and advisers receive guidance from the IRS on how to legally incentivize plan participation.
January 18 -
The Connecticut-based financial advisory firm has added a CPA firm, as well as a registered investment advisory firm.
January 16 -
From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9 -
Firms of any size can inspire a world-changing culture that starts from the inside of the organization and expands into other spheres of influence.
December 28Prager Metis CPAs -
The Internal Revenue Service's Exempt Organizations and Government Entities unit has published two new technical guides aimed at nonprofits.
December 27 -
The IRS-sponsored program relies on hundreds of dedicated accounting volunteers to ensure filers receive the crucial and necessary tax refunds they depend upon and ultimately help people fight poverty and food insecurity.
December 27Sax LLP -
Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.
December 26