MahoneySabol merged in Giamalis; and Wagner, Duys & Wood combined with Kaplan Company to form Wagner, Kaplan, Duys & Wood, LLP.
M&A watch: MahoneySabol and Wagner expand
January 22, 2024 5:23 PM
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.