UHY has added RBT CPAs LLP, expanding the Michigan-based Top 50 Firm's presence to New York's Hudson Valley and bolstering its wealth management practice.
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Once the IRS believes the conduct was willful, a taxpayer's legal training, government position or role of public trust can make the case far more damaging.
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Accountants are justly proud to be the economy's "most trusted advisor," but if you're doing just what you've always done, then that trust you've developed is at risk.
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The IRS against which your clients filed last year is not the same agency reviewing their returns today.
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For the 2026 Top Firms by Assets Under Management, managing the growth of their own practices is as much a challenge as growing their clients' wealth.
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The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.
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Accounting Today's annual ranking of the top CPA financial planners by assets under management.
Red flag returns; dubious dental surgeries; high percentage of refunds; and other highlights of recent tax cases.
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BMSS Advisors & CPAs acquired Avizo Group, extending the Top 100 Firm's footprint in Alabama and launching the BMSS Family of Companies.
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LevitZacks and Wilson Lewis completed acquisitions, effective as of June 1, growing their footprints in their respective states.
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A survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.
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The Financial Accounting Standards Board wants to amend how investment companies measure the fair value of a security subject to a contractual sale restriction.
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The Top 20 Firm acquired Regional Leader Perkins & Co., expanding its Pacific Northwest presence.
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Showcasing technologies that modernize the tax preparation process, using AI and integrated workflows. These can include: automating data intake, streamlining review and filing and improving accuracy and client collaboration.
Showcasing technologies that streamline firm operations and boost productivity across the entire accounting practice. These can include: automating client onboarding, task management, billing and workflow coordination.
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Partner Insights from Canopy - Partner Insights from Intuit Accountants
- Partner Insights from Intuit Accountants
- Partner Insights from Intuit Accountants
