The tax-structure playbook for ultra-wealthy clients
The difference between bleeding a third of gains to taxes and being able to keep compounding isn’t luck or a secret loophole. It’s structure.
Advisors rethink Roth IRA conversions after the OBBBA
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
Audit: Higher fees, fewer clients
And the Big Four continue to claim the majority of audit fees.
QBO API update could lead to strange formatting for the unprepared
Starting Sept. 1, Intuit will be updating the QuickBooks Online Reports API, which could lead to strange presentation issues.
On the move: BPM names its next CEO
Plus, CalCPA names its next chair; Deloitte Tax names a chief products officer; and other firm and personnel news from across the profession.
RSM launches AI-guided internal audit platform “Beacon” with Andera
Top 10 firm RSM, in cooperation with AI-powered audit technology Andera, announced an AI-driven control testing platform for internal audit, RSM Beacon.
Tax Fraud Blotter: Get your stolen checks here
OnlyFans; Telegram app; seven acres in Evergreen; and other highlights of recent tax cases.
Family-owned businesses moving away from internal leadership
“Family-run” businesses are transitioning away from internal leaders into more of a “family-governed” holding company model, according to a new report.
Ascend acquires Miller Grossbard
The Top 25 Firm added Southwest Regional Leader Miller Grossbard Advisors, expanding its Texas footprint, effective Sept. 1.
How a tax credential can help advisors keep business ‘sticky’
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.