Armanino elevates 16 to partnership; Blue & Co. appoints next CIO; and more news from across the profession.
On the move: Lavine Lofgren names next MP
January 26, 2024 12:52 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.