Firm Management
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Trump Pledges Across-the-Board Tax Cuts If He Returns to White House
Some Americans Plan a ‘Slow-Roll’ Into Retirement
Professionals on the Move – May 2024
PwC Admits 158 to Partnership
AICPA Urges IRS to Extend 2021 Tax Deadline
In a letter sent earlier last month, the AICPA called attention to the hardship that millions of taxpayers and tax practitioners are facing while making good faith efforts to comply with their tax obligations. The AICPA called for relief from ...
CLA Expands Accounting Practice to Nashville
CLA already has a growing number of clients in the Nashville market, creating more than $3 million of volume to date. To manage the business and CLA’s regional efforts, the firm also announced a few key relocations to Nashville.
Beatrix Bernauer Named Chief Risk and Compliance Officer at Grant Thornton
In the role, she will design and execute the firm’s enterprise-risk management program and practices, including frameworks and methodologies to support effective risk identification, assessment, mitigation and monitoring.
Regulatory Risks Surge for Financial Firms Due to Remote Work With Intensified Use Of Digital Communications
"Firms are facing an urgent need for much more comprehensive supervision of the broadest possible array of digital communications and collaboration tools," continued Marsh. "Regulators have made it clear that failure to do so will trigger significant..."
The Tops Skills Financial Planners Need to Succeed
The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the AICPA’s 2021 Personal Financial Planning (PFP) Summit to discuss best practices for ...
Lowenstein Sandler Expands Tax Practice
The new group has extensive experience representing funds, corporations, and family offices and high net worth individuals with investments and philanthropic initiatives around the world. They advise on tax issues and controversies involving fund ...
To Post or Not to Post? Choose Wisely, Your Firm’s Reputation Relies on It
Social media can be a rewarding place for accounting firms – it provides a platform to build relationships with customers and prospects and, ultimately, grow revenue. And the benefits have never been greater. In fact, a recent study from Sprout Social ...
Developing a Social Media Crisis Communication Plan
When it comes to social media risk, you might think about hacking and incorrect/inaccurate company page posts. But, that’s not the only kind of social media risk. Here are some others.