Advisory

Avantax has acquired SEP Financial Services, which was founded by veteran independent financial advisor Stephen E. Plain.

What is firm culture? What makes it positive? How can a firm foster it? How do staff, clients and others react? This is a challenge for all firms, and a requirement for those that want to thrive.

New York City was the place to be this week as the issue of responsible AI was discussed at the AICPA/CPA.com's annual meeting.

Embark on a journey to explore the foundational principles of change management tailored specifically for the accounting profession.

Intuit launched Intuit Enterprise Suite on Sept. 17 to provide right-sized solutions for growing, complex businesses that need advanced reporting, financial planning and analysis (FP&A), and business management tools, all with a single login.

Striking the right balance between automation and personal connection is key to delivering great client service.

Hosts Brian Tankersley, CPA, and Randy Johnston discuss the technologies that won this year's 2024 Tax and Accounting Technology Innovation Awards, a program by CPA Practice Advisor that honors products making a difference for professionals.

Small businesses stated that the biggest holiday mistake they made in 2023 was trying to do too many things at once with their marketing.