The Top 25 Firm is also taking an equity investment in Sequoia Financial, and the two plan to deliver services to each other’s clients.
Category: NYT Accounting News
Federal tax lien notices drop significantly at IRS
In 2023, 179,000 notices of federal tax lien were filed, down roughly 84% from the high in 2010 of nearly 1.1 million.
In the blogs: Strange but true
Useful tips; pets and tax bills; becoming simply profitable; and other highlights from our favorite tax bloggers.
M&A Roundup: Sikich expands in DC area, and more
Plus Platform Business Advisors adds a firm that serves hotels in Texas.
Navy shipbuilder settles fraud with SEC
Shipbuilder Austal USA and its parent company agreed to a $24 million civil penalty to settle fraud charges by the Securities and Exchange Commission.
Taxbit now supports 1099-DA
Taxbit announced it now offers comprehensive support for the new Form 1099-DA, which pertains to digital assets.
IMA adds corporate membership program
The Institute of Management Accountants debuted a corporate membership program Tuesday that provides training and resources for teams in organizations.
Longtime Apple CFO to take on smaller role
Kevan Parekh will take on the CFO role from Luca Maestri at the end of the year, as part of a planned succession.
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.