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Accounting February 3, 2025 

A new report highlights the growing complexities that global organizations face in ESG reporting, including the challenges finance leaders experience gathering, integrating, and analyzing data from multiple sources.

Isaac M. O'Bannon

Small Business February 3, 2025 

More than 20% of respondents plan to pay a tax professional for the first time as a result of 1099-K reporting changes and complexity.

Isaac M. O'Bannon

Accounting February 3, 2025 

Implementing AI along with outsourcing can amplify the productivity benefits and other positives that each strategy offers individually.

Taxes February 3, 2025 

One in five eligible taxpayers don’t claim this credit worth up to $7,830.

Isaac M. O'Bannon

CAS February 3, 2025 

You should be aware of, and monitor specific Key Performance Indicators (KPIs) to ensure seamless integration and effectiveness of your outsourcing team.

Gaynor Meilke

Taxes February 3, 2025 

Students from Brigham Young University won Deloitte’s 2025 FanTAXtic national case study competition. Baruch College and the University of Florida came in 2nd and 3rd.

Isaac M. O'Bannon

January 31, 2025 

Arax Investment Partners (“Arax”), a premier wealth and asset management platform company backed by RedBird Capital Partners (“RedBird”), today announced that it has acquired Cedrus Financial (“Cedrus”), an established RIA headquartered in Littleton, Colorado, managing around $1 billion in assets under management. Financial terms of the transaction were not disclosed. The acquisition marks the latest...…

Taxes January 31, 2025 

A new study from LLC.org has found that tax refund anticipation is particularly pronounced in southern states, many of which have the lowest median household incomes in the U.S.

Jason Bramwell

Firm Management January 31, 2025 

Holladay, UT-based Platform Accounting Group has added New York City-based AKM Advisors, formerly known as Adelman Katz & Mond, an accounting firm that has been in practice for more than 35 years and offers a wide range of financial services to clients.

Jason Bramwell

Taxes January 31, 2025 

In a letter submitted to the IRS on Jan. 27, the AICPA requested that the tax agency and the Treasury Department provide exemptions to, or streamlined reporting for, certain foreign filings required by exempt organizations.

Jason Bramwell

Technology January 31, 2025 

Cloud enterprise resource planning provider Acumatica announced this week several updates and enhancements it will release in 2025 for small and midsized businesses.

Jason Bramwell

Mergers and Acquisitions January 30, 2025 

The New York City-based top 60 firm has expanded its presence in Massachusetts by combining with Anstiss, a CPA firm located in Chelmsford.

Jason Bramwell