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Latest News & Web Pages
On the move: Brown Plus president awarded Lifetime Achievement
7+ hour, 42+ min ago (154+ words) Crowe promotes 25 to partner; REDW adds Las Vegas office; and more news from across the profession." Bringing on Meridian Capital and Answerport will boost Top 25 Firm CLA's investment banking and technology offerings. Organizations seem to be going all in on…...
CLA adds two firms
3+ hour, 40+ min ago (634+ words) Top 25 Firm CLA announced two mergers on Wednesday: Seattle-based investment bank and M&A advisory firm Meridian Capital, and Milwaukee-based technology advisory firm Answerport. The Meridian deal is expected to boost CLA's wealth advisory and investment banking offerings. It will…...
Orgs going full steam ahead on AI, regardless of economy
11+ hour, 28+ min ago (309+ words) Organizations seem to be going all in on AI, not only planning huge investments in it this year but making these investments central to their growth strategy, even amid other economic headwinds." In general, leaders appear to be counting on…...
Treasury gives DHS employees an extra month for their taxes
11+ hour, 37+ min ago (406+ words) Department of Homeland Security employees will have until May 15 to file and pay their income tax returns with the Internal Revenue Service, a move reserved for taxpayers who are facing crises. The Treasury Department on Wednesday announced the one-month tax…...
Pathways to Growth: Learn the language of the competition
8+ hour, 53+ min ago (601+ words) For decades, our profession has enjoyed relatively undisturbed success, save for regulators and standard-setters. But those days are over. Private equity firms and cutting-edge accounting techs have entered the picture, and they're here to stay. The potential is enormous and…...
Practice Profile: Redefining the middle market
13+ hour, 52+ min ago (644+ words) Knowing your clients is one thing; knowing how they're changing over time is something else again " something Top 10 Firm RSM knows well, having just literally redefined one of its most important client bases: the middle market. The firm recently conducted…...
The biggest bang for your tax buck
9+ hour, 28+ min ago (283+ words) What do you want for your taxes? And are you getting it? The answer will vary from person to person (and state to state), but the calculation is likely to balance how much you pay against the range and quality…...
What cutting bookkeeping means for the future of advisory
14+ hour, 22+ min ago (632+ words) For many accounting firms, the growth path isn't blocked by a lack of clients. It is constrained by time. When I launched my virtual accounting services firm, my goal was simple: to help small and midsized businesses access high-quality financial…...
Blue Owl caps private credit funds redemptions at 5% after steep request levels
14+ hour, 50+ min ago (312+ words) Blue Owl is experiencing elevated redemption requests for two of its private credit funds, according to letters to shareholders issued Thursday. The firm's flagship OCIC fund, with about $36 billion in assets under management, received redemption requests of about 21.9% of shares…...
Committee advances tax and IRS legislation
1+ day, 6+ hour ago (188+ words) The tax-writing House Ways and Means Committee unanimously approved five bipartisan tax-related bills last week aimed at helping natural disaster victims, sexual assault survivors, pre-school teachers, taxpayers in general and tax fraud whistleblowers. For tax years 2023 and 2024, 45,386 returns claimed about…...