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Checks and Balance newsletter: Which past is MAGA promising to revive?
If artificial intelligence is eroding the base for the analytics-based transactional advisory work (see our feature story), what’s left? Where are the long-term, relationship-driven client-centric advisory...
Tax season is a busy time for financial advisors, but it also brings overlooked opportunities for client coaching on year-round tax savings and for future growth...
Considering that some are claiming that artificial intelligence could bring us biological immortality by 2030, it would not seem like a major leap for some to...
A sign for the U.S. Social Security Administration is seen outside its headquarters in Woodlawn, Md., on Thursday, March 20, 2025. Tom Williams | Cq-roll Call,...
State-based job creation tax credit programs typically provide a tax credit against the state’s income tax liability. That credit may be passed through to a shareholder...
Traders work on the floor of the New York Stock Exchange (NYSE) in New York City. Spencer Platt | Getty Images Stock market corrections are common...
M&A is well known for its complexity, as it involves not just dollar and cent figures but also strategy, relationships, negotiations, judgment, and a thicket of...
The American Institute of CPAs’ Auditing Standards Board is looking for feedback on its proposed strategic plan for 2026-30, as it develops guidance in areas such...
Estate planning, like any advisory service in the accounting world, is concerned with dollars and cents. But, like other advisory areas relatively resistant to AI disruption,...
