Advisory
Latest News
Binary Stream and Solver Announce Enhanced Partnership to Deliver Advanced Subscription Billing Suite
Armanino Secures Minority Investment From Further Global
Accounting Software Maker UBCC Acquired by Pioneer Accounting Group
IRS Kicks Off PTIN Renewal Season For 2025
TaxPlanIQ to Host Free Online Summit on How to Build a Tax Planning Empire
The event on Oct. 25 is geared toward firm owners looking to start offering or enhance their existing tax planning and advisory services.
Avantax Adds New Advisor Members with Approximately $390 Million in Combined Asset Management
Financial professionals transferring to Avantax receive the tax-intelligent tools, technology, resources and home office support needed to help clients pursue their financial goals.
Avantax Acquires SEP Financial Services
Avantax has acquired SEP Financial Services, which was founded by veteran independent financial advisor Stephen E. Plain.
CPA Challenge: How Do You Build a Firm Culture?
What is firm culture? What makes it positive? How can a firm foster it? How do staff, clients and others react? This is a challenge for all firms, and a requirement for those that want to thrive.
Executive Roundtable Meets in New York City
New York City was the place to be this week as the issue of responsible AI was discussed at the AICPA/CPA.com's annual meeting.
CPE Webcast Oct. 24. – Stop Resisting Change & Start Controlling It
Embark on a journey to explore the foundational principles of change management tailored specifically for the accounting profession.
Intuit Launches FP&A and Management Solution for Growing Businesses
Intuit launched Intuit Enterprise Suite on Sept. 17 to provide right-sized solutions for growing, complex businesses that need advanced reporting, financial planning and analysis (FP&A), and business management tools, all with a single login.
CPE Webcast Oct. 22 – Balancing Automation and Personal Connection in this Digital Era
Striking the right balance between automation and personal connection is key to delivering great client service.