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.
The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.
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As the July 4 launch date nears when clients can start contributing to Trump accounts, advisors discussed pros and cons of this method to save for children.
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The Internal Revenue Service's Taxpayer Assistance Centers staff provided incorrect advice about the tax laws in nearly half the visits by inspectors.
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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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Money flowing into President Donald Trump's newly created accounts for children will initially be invested in a State Street Corp. exchange-traded fund.
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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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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
