Certificate on business owner exits offers advisors skills in growth area
The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.
Tax Fraud Blotter: Off to the races
Mysterious ways; penalty kick; please, Mr. Postman; and other highlights of recent tax cases.
Wyden probes IRS scrutiny of Jeffrey Epstein’s tax planning
The top Democrat on the Senate Finance Committee wants information about whether the IRS has done any audits or investigations of Epstein’s tax planning work.
Public companies lose billions to fraud every year
U.S. public companies lost an average of 1.06% of their annual revenue to known frauds last year, amounting to billions of dollars, according to a new report.
Digitalization of tax reporting for global businesses
As the nature and frequency of tax reporting changes, organizations are being promised long-term simplification, but are facing an immediate spike in complexity.
Caps, credits, contributions: Tax planning for parents under OBBBA
The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.
Navigate challenging sales with confidence: What the June quarter XSBI data means for your business
We know the journey of a small business owner can be challenging: as a small business owner, you feel the pulse of the economy directly. The Xero Small Business Insights (XSBI) program is designed to help you understand these trends, navigate the current landscape, and make confident, informed decisions for your business. The latest XSBI …
Three actions for UK small businesses to stay ahead of digital policy change
It’s not easy being a small business in the UK. While resilience has long been their hallmark, today’s environment is testing even the most adaptable firms. Economic uncertainty, rising costs and evolving customer expectations are being compounded by digital and regulatory changes. For many small businesses, it’s becoming increasingly difficult to know which developments matter …
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Build a T&E policy that doubles as a compliance tool
Finance teams shouldn’t have to play expense police. The solution isn’t more manual review — it’s smarter integration and stronger ownership.
Rodefer Moss launches transaction advisory service
The Tennessee-based firm introduced an advisory service to help its clients — and other firms’ clients — who are looking to make a transaction.