How advisors can act as hubs for clients' lawyers, accountants
By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.

Overconfidence in AI governance means safety takes a back seat to speed
While almost everyone is talking the talk on AI governance and control, recent data suggests far fewer are walking the walk, to the detriment of organizations.

Senate Dems plan amendment banning Trump audit immunity deal
Democrats on the Senate Finance Committee plan to introduce an amendment prohibiting President Trump's audit immunity deal with the IRS during a markup hearing.

IRS marks National Whistleblower Day
The Internal Revenue Service is highlighting the role of tipsters in exposing tax fraud and helping it recover unpaid taxes and strengthen tax compliance.

Grant Thornton to acquire CBIZ for $5B
Upon the historic deal's closing, Grant Thornton is expected to become the fifth-largest firm with more than $5 billion in domestic revenue and $7.5 billion globally.

M&A deal terms must be about more than price and payout
Here are five key areas sellers should proactively address to set themselves and their future partners up for long‑term success.

Cornyn says no 'deal' to pave way for Blanche confirmation
Cornyn and another GOP holdout, Senator Thom Tillis, want written changes to alter Trump's settlement with the IRS over leaks of his tax information in 2019.

Founder of crypto fund Translunar gets 37 months in tax case
He reported earning income of less than $5,000 in 2020, 2021 and 2022, but actually earned more than $7 million from his hedge fund, according to prosecutors.

The new evidence of trust
Clients rarely replace trusted advisors because someone makes a bigger promise. Instead, they gradually become convinced that another relationship may create greater value.

In the blogs: How far on a full charge?
Disagreeing with the IRS; daunting levels of debt; Sunshine State; and other highlights from our favorite tax bloggers.