REDW relocates Albuquerque office; Eide Bailly names nonprofit Project Chimps winner of its annual Resourcefullness Award; and more news from across the profession.
On the move: Traphagen raises $1K for cancer charity
October 27, 2023 11:59 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.