AuditClub has changed its named to CPAClub, and has added tax and advisory solutions; Xero now automatically calculates sales tax; and other accounting technology news and updates.
Tech News: AuditClub is now CPAClub
December 1, 2023 10:31 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.