On every webinar and CPE I take it seems the theme is always the same. No matter the subject, the comment panels are inundated with staffing & retention questions. Firms across the nation are ...

Gather all of your info and send in one email/package to your CPA. Sending in piece-meal information only drives up the tax prep bill because the preparer has to spend time consolidating all work ...

Investors’ aversion to paying taxes is as strong as ever, and asset managers are expanding their toolkits to provide more solutions in separately managed accounts. SMAs have one big advantage over tax ...

In an era where the quest for specialized talent intensifies, the spotlight on the distinct roles of tax strategists vs. CPAs has never been more relevant. A recent survey by Thomson Reuters ...