Kevan Parekh will take on the CFO role from Luca Maestri at the end of the year, as part of a planned succession.
Day: August 26, 2024
3 types of trusts that could help wealthy clients’ estate plans
New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.
BF Borgers prosecuted in Canada over audit work
An Ontario court placed the firm and owner Ben Borgers on probation for two years for unlicensed, unregistered audit work, and ordered both to pay fines.
IRS adds payments, Spanish to Business Tax Account
The Internal Revenue Service continues to expand the things business taxpayers can do with BTA.
Moss Adams launches AI consulting service
Moss Adams announced the launch of two new AI consulting teams, focused on machine learning and generative AI, who will work with clients on implementing AI solutions.