CLM Advisors moves offices; Brown Schultz Sheridan & Fritz and RKL both named Best Places to work in PA; and more news from across the profession.
On the move: INCPAS hosts 19th Day of Service
October 13, 2023 10:40 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.