Book guides CPAs on adoption of wealth biz into their practices
Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.
Infinite Ties launches online CAS community
The website was created to foster collaboration and share best practices and resources around client accounting services.
‘Bitcoin Jesus’ lawyers say his tax case violates Constitution
Among other things, Roger Ver is charged with filing a false ‘exit tax’ return after he renounced his U.S. citizenship in 2014
Small biz sees modest growth in jobs, pay
Small-business jobs growth remained steady in November, while workers’ wages grew only slightly, payroll provider Paychex reported.
M&A roundup: East Coast expansion
SolomonEdwards acquires Steele Consulting; LGA merges in McGaunn & Schwadron; and Barsz Gowie Amon & Fultz adds William E. Howe.
In the blogs: Grappling ahead
On the path to 600; know your VAT; the overseer of marketing; and other highlights from our favorite tax bloggers.
PCAOB revokes firm registration, bars partner
The Public Company Accounting Oversight Board posted a disciplinary order sanctioning Weinstein International CPA and its sole partner for audit and quality control failures.
UHY scores PE investment from Summit
Top 50 Firm UHY has received private equity funding from Summit Partners, the latest in a long line of accounting firms receiving PE financing.
Slow down on that SLAT. Here are some of the risks
The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren’t a fit for everyone.
Financial Accounting Foundation executive director to retire
John Auchincloss will retire in September 2025 from the FAF. The search for his successor will begin immediately.