Brown Schultz Sheridan & Fritz assumes new name of Brown Plus; FASB appoints six to Not-for-Profit Advisory Committee; and more news from around the profession.
On the move: Hantzmon Wiebel adds pair to partnership
January 5, 2024 9:00 AM
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.
Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.
In this first installment of The Fundamentals, we asked firm leaders and tech experts the basics of selecting a practice management system.
The top state in the ranking received a total score for financial literacy of 72.46 out of 100.