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The financial advice, accounting and tax industries have a generational problem: The average age of a financial advisor is 56, with nearly a third planning to...
Three Senate Democrats criticized Treasury Secretary Scott Bessent for what they call a “lack of candor” about what DOGE workers are doing with U.S. payment systems. ...
Careless; the PTIN shuffle; time for Time; and other highlights of recent tax cases. Washington, D.C.: Recent IRS Office of Professional Responsibility disciplinary sanctions include censure,...
Platform Accounting Group, a firm based in Holladay, Utah, has added Keystone Advisors, formerly known as Heckman & Laudeman in Orwigsburg, Pennsylvania, expanding the private equity-funded...
Accounting and ERP solutions provider Sage announced new AI-driven improvements to its Sage Intacct product, particularly its generative AI Sage Copilot feature. Sage Copilot, which was...
At this time last year, the world was anticipating the biggest global elections year in history, with more than 75 countries containing about half the world’s...
Whether you’re doing financial planning for clients or referring them to advisory firms, the traditional approach is to assess a client’s risk tolerance, goals, and time...
The economy is the No. 1 risk cited by a group of business leaders, according to a new survey from Protiviti and North Carolina State University’s...
Enjoy complimentary access to top ideas and insights — selected by our editors. As the 2025 tax season begins, a look back at 2024 statistics reveals...
President Donald Trump’s Small Business Administration told probationary staff members it had mistakenly sent them termination notices, and then informed some of them the next day...
