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Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.

Your clients don’t just want tax returns and financial statements — they’re looking for trusted partners who understand their dreams, fears and aspirations.

Love it or hate it, beneficial ownership information reporting is on the shelf for most small businesses — for now, at least.

Top 25 Firm Moss Adams acquired the assets of 360 Cloud Solution and 360 Cloud Apps.

The Institute is urging the Treasury to suspend and remove final regulations labeling some partnership related-party transactions as “transactions of interest.”

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

At the same time, the Internal Revenue Service is planning to close over 100 in-person Taxpayer Assistance Centers.

Big Four firm KPMG elected Tim Walsh as its next U.S. chair and CEO, and Atif Zaim as its next U.S. deputy chair, effective July 1.

I’m excited to announce that tickets are on sale now for Xerocon Brisbane! Xerocon returns to sunny Queensland 3-4 September and this year we’ve invited Queensland icon Joe Brumm – creator of Bluey, the most watched television series in the US in 2024 – to share his inspiring journey. Xerocon is our flagship technology and innovation …

Xerocon Brisbane 2025 tickets on sale now Read More »

The Treasury announced it would no longer enforce the Corporate Transparency Act, nor enforce any penalties or fines associated with beneficial ownership reporting.