Advisory August 1, 2025
Alexion.AI Emerges to Empower the Accounting Profession
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.
November 5, 2014
What to Do if You Haven’t Saved Enough for Retirement
A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.
November 4, 2014
New Book Uses Popular Movies As Guide to Estate Planning
Bloomberg BNA announced the publication of “Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies,” which provides in-depth tax analysis and strategic counsel by connecting well-known motion pictures to practical estate planning and
November 4, 2014
KPMG Acquires EntryPoint’s Global Trade Management Practice
KPMG LLP, the U.S. audit, tax and advisory firm, has acquired the Global Trade Management (GTM) Practice of EntryPoint Consulting LLC, an industry leader in providing SAP Global Trade Services (SAP GTS) technology and business consulting services to ...
November 3, 2014
Illinois CPA Society Honors Professional Women to Watch
The Illinois CPA Society has honored three of its members with its 10th annual Women to Watch awards, in recognition of their notable contributions to the accounting profession, their organizations and the development of women as leaders.
November 3, 2014
Report Looks at Tax and Financial Planning for Baby Boomers
A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.
October 30, 2014
Accounting Firms Decosimo and Elliott Davis to Merge
The accounting firms of Elliott Davis and Decosimo, both headquartered in the Southeast U.S., will merge effective January 1, 2015. The combined firm, which will be known as Elliott Davis Decosimo, creates the region’s fifth largest accounting firm ...
October 29, 2014
8 Steps Women Can Take to Improve Their Relationship with Money
Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.
October 28, 2014
Professionals on the Move – October 28, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
October 27, 2014
Harvard, MIT and $100,000 in Free Consulting: How One Accounting Firm Plans to Hit Aggressive Growth Goals
Imagine having 80 of the finest, Ivy League-educated minds at your disposal for 10 days. They encompass a variety of academic backgrounds from science to medicine to law. Their sole purpose is to thoroughly examine your firm, customer base, industry and c
October 24, 2014
U.S. Workers More Aware and Focused on Personal Finances
U.S. employees are more aware, focused, and motivated to improve their overall financial wellness, according to a new study.
October 23, 2014
How the Net Investment Income Tax Can Bite Your Clients, and How to Get Them Prepared
If there is one thing that all CPAs can agree upon, it is that the 2014 tax return filing season was one of the most strenuous that any practitioner has seen in their career. Between rate increases, the imposition of new taxes, and the reinstatement of th
October 23, 2014
Five Financial Resolutions for 2015
Losing weight, eating healthy and hitting the gym more frequently tend to be popular New Year resolutions but this year, think about putting your finances first. According to Patrice C. Washington, the Money Maven of the Steve Harvey Morning Show, ...