The Florida Institute of CPAs, Georgia Society of CPAs, Montana Society of CPAs and South Carolina Association of CPAs collaborated to form Five Storm Systems.
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The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.
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One of the biggest challenges financial teams face today is determining where they have nexus — where exactly they need to collect sales tax.
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The deferral clock runs from the date the gain occurred. Clients sitting on capital gains from this year's liquidity events need a plan this quarter.
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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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This year's top resellers in the accounting space say they're facing greater expectations on a number of fronts.
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
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Plus, CalCPA names its next chair; Deloitte Tax names a chief products officer; and other firm and personnel news from across the profession.
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Top 10 firm RSM, in cooperation with AI-powered audit technology Andera, announced an AI-driven control testing platform for internal audit, RSM Beacon.
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Plus, KPMG hails AIUC-1 certification for AI; April announces wealth management capacities using IRS tax data; and other accounting tech news and updates.
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"Family-run" businesses are transitioning away from internal leaders into more of a "family-governed" holding company model, according to a new report.
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The Top 25 Firm added Southwest Regional Leader Miller Grossbard Advisors, expanding its Texas footprint, effective Sept. 1.
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- Tax Pro TodayTuesday, ThursdayThe latest news in tax regulations, legislation, and best practices to the informed accountant.
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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.
- Partner Insights from Thatch
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