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A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.
June 1 -
The procedures need fixing after the IRS approved potentially ineligible tax professionals, including some with a criminal history or uncertain citizenship.
June 1 -
The IRS is continuing to challenge and audit claims for the Employee Retention Credit, extending the yearslong backlogs on processing the often dubious claims.
June 1 -
Most buyers focus on price, but depreciation often matters more in certain asset classes.
June 1
Withum -
The state CPA societies of Maine, Massachusetts, New Hampshire, Rhode Island and Vermont merged to form the New England Society of CPAs.
June 1 -
The Top 20 Firm acquired Southwest Regional Leader Calvetti Ferguson, expanding its footprint in Texas and in Nashville, Tennessee.
June 1 -
Due to high interest, Accounting Today is extending the deadline of its annual VAR 100 survey by one week until the end of the day on Friday, June 5.
June 1 -
Anthony Sciarra, a tax leader at PricewaterhouseCoopers, is joining Armanino's tax practice as the San Ramon, California-based firm continues to grow.
June 1 -
CaronBletzer, a New Hampshire-based CPA firm that specializes in employee benefit plan audits, announced a new practice management platform called Atlura.
June 1 -
Accountants don't have to wait for a major catastrophe to act on governance and oversight of AI as the systems become more enmeshed in workflows and decisions.
June 1
The Human Choice Company LLC









