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Plus, OSCPA names its new board; ConvergenceCoaching graduates a new class of leaders; and other firm and personnel news from across the profession.
September 11 -
Toxic pollutants; fabricated gambling winnings and losses; financial shortfalls; and other highlights of recent tax cases.
September 11 -
Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
September 11 -
The projected U.S. tax rates give tax professionals an early look at potential adjustments that could affect their 2027 tax planning for their clients.
September 11 -
Plus, Cherry Hill Advisory launches set of free AI tools; Datarails launches finance ticketing system; and other accounting tech news.
September 11 -
Nick Steiner is planning to build on the firm's Bay Area and Silicon Valley roots, while offering AI consulting for clients.
September 11 -
Before concluding that offshoring doesn't work for CPA firms, would it be worth asking what actually doesn't work in the relationship?
September 11
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Interior Secretary Doug Burgum pointed to "trillions of dollars" in foreign investment, along with lower taxes and fewer regulations, as potential sources.
September 11 -
With AI taking on a growing share of routine tasks, accounting firms want more than just productivity from their partners.
September 10 -
Whitman Advisory introduced a Partner & Leadership Transition Coaching Program, a 90-day succession-planning program for departing firm leaders.
September 10












