For Kelli Smith, financial planner at Edelman Financial Engines, there are three reasons to do a Roth conversion: limiting ...

With the Sarbanes-Oxley Act and other pressures driving companies away from the public markets, the number of Securities and Exchange Commission-registered clients has declined, according to a new ...

Starting September 1, Intuit will be updating the QuickBooks Online Reports API, which could lead to strange presentation ...

Top 10 firm RSM, in cooperation with AI-powered audit and compliance technology Andera, announced a new AI-driven control testing platform for internal audit functions called RSM Beacon. Andera's AI ...

One of the biggest challenges financial teams face today is determining where they have nexus — where exactly they need to ...

Plus, CalCPA names its next chair; Deloitte Tax names a chief products officer; and other firm and personnel news from across ...

EY to bring tailored AI solutions via Integrated Solutions portfolio; KPMG hails AIUC-1 certification for AI; April announces ...

"Family-run" businesses are transitioning away from internal leaders into more of a "family-governed" holding company model, according to a new report. Processing Content The report, released Thursday ...