On the move: CohnReznick names a new CFO Plus, OSCPA names its new board; ConvergenceCoaching graduates a new class of leaders; and other firm and personnel news from across the profession.
Tax Fraud Blotter: Crook from Crookston Toxic pollutants; fabricated gambling winnings and losses; financial shortfalls; and other highlights of recent tax cases.
Opportunity zone revisions give advisors a new tool for clients with big gains Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
Bloomberg projects tax rates for 2027 The projected U.S. tax rates give tax professionals an early look at potential adjustments that could affect their 2027 tax planning for their clients.
Tech news: Certinia unveils major AI update Plus, Cherry Hill Advisory launches set of free AI tools; Datarails launches finance ticketing system; and other accounting tech news.
BPM's new CEO plans for expansion Nick Steiner is planning to build on the firm's Bay Area and Silicon Valley roots, while offering AI consulting for clients.
Why some offshoring relationships don't work Before concluding that offshoring doesn't work for CPA firms, would it be worth asking what actually doesn't work in the relationship?
Burgum says Congress role in Trump's $5,000 payment plan unclear Interior Secretary Doug Burgum pointed to "trillions of dollars" in foreign investment, along with lower taxes and fewer regulations, as potential sources.
In age of AI, partners focus on relationships vs. productivity With AI taking on a growing share of routine tasks, accounting firms want more than just productivity from their partners.
Whitman launches coaching program for departing partners Whitman Advisory introduced a Partner & Leadership Transition Coaching Program, a 90-day succession-planning program for departing firm leaders.
