Small financial moves can trigger big IRS bills. A financial planner shares the five tax mistakes he sees clients make—and ...

Across just 12 months, cyber incidents have impacted governments, healthcare systems, financial institutions, SaaS providers, ...

For many successful families and business owners, financial success can feel like a separate full-time job. Your complimentary guest account includes access to a limited number of articles.

Accordion, an AI- and data-powered financial consulting firm focused on private equity, today announced the acquisition of Pinnacle Healthcare Advisors. The transaction meaningfully expands ...

Discover tax-saving strategies for financial advisors, including deductions on business expenses, entity structuring, and ...

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

With the law on the Empire State’s books, at least 24 states have either changed their accounting certification laws this year or their professional boards have revised rules to offer an alternative ...

LAKE CITY, SC (WMBF) - Lake City Administrator Malik Whitaker explained the reasoning behind the newly hired public accountant. In a Facebook post Whitaker announced that over the next few months, ...

As the financial landscape grows more complex and the shortage of certified public accountants continues to deepen, financial advisors and CPAs are finding new reasons – and new ways – to collaborate.

CHARLOTTE, N.C. - Prochant has launched a new set of artificial intelligence (AI) capabilities that it says brings automation and intelligence to intake, billing and collection. The capabilities are ...