IFAC and FASB both appoint and reappoint board members; RSM raises $4.7M for nonprofits via Power of Love program; and more news from across the profession.
On the move: Windes adds tax partner
November 17, 2023 11:42 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.