Katz, Sapper & Miller is adding Cassady Schiller; Eide Bailly merged in Edward White & Co.; Forvis plans to acquire ConTech360; and Avantax acquired GA Investment Management.
Day: May 20, 2024
5 tax strategies that pay off in real estate and homeownership
Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.
Art of Accounting: Data focus plan
Strategic planning meetings and retreats for the firm should be free of distractions to be successful.
With Trump in court, former advisors are quietly drafting his economic and tax policy
These competing factions of outside advisors are offering sometimes conflicting plans on tariff hikes, China, health care and taxes.
The Fundamentals: Practice management systems
In this first installment of The Fundamentals, we asked firm leaders and tech experts the basics of selecting a practice management system.