Careless; the PTIN shuffle; time for Time; and other highlights of recent tax cases.
Day: February 13, 2025
Platform Accounting adds Keystone Advisors
The deal expands PE-funded Platform’s footprint to Pennsylvania.
Sage beefs up AI, automation capacities in Intacct
Accounting and ERP solutions provider Sage announced new AI-driven improvements to its Sage Intacct product, particularly its generative AI Sage Copilot feature.
Think of yourself as a life planner
Help clients create the ideal life for themselves first — and then work backward to help them get there financially.
Business leaders see risks in economy, cyber threats, talent
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.