CFP Board releases new exam toolkit

The Certified Financial Planner Board of Standards are looking to prepare students before the next test sitting in November.


The emotional side of firm M&A

It isn’t always the numbers that sink a combination.


Tax Fraud Blotter: International flavor

Mobile no more; Nigerian citizen pleads guilty in $12-million fraud; Ontario man pleads in phony-refund scam; and other highlights of recent tax cases.


IRS mandates transfer pricing reporting

At long last, the Treasury has mandated that a multinational enterprise must specifically comply with its transfer pricing reporting regime.


Berdon merges in Koch Group and Company

The Top 100 Firm is expanding in New York.


IRS erroneously paid $152M in refundable tax credits

The Internal Revenue Service didn’t properly implement some provisions of the PATH Act aimed at reducing improper payments for refundable tax credits, instead allowing an estimated $152 million in credits, according to a new report.


Senate’s latest health bill boosts uninsured by 22 million

The Senate bill reduces the deficit by $420 billion, the CBO said, compared with the $321 billion in deficit reduction in an earlier version, giving Republican leaders additional money they can use to court holdout votes. Much of the increased funding comes from a decision to no longer cut taxes on the wealthy.


CalCPA hits membership record of 44,000

The California Society of CPAs has reached its highest population ever and plans more outreach to accounting students and minorities.


Alliantgroup expands STEM scholarships

The Houston firm will offer $50K in funds to Texas students pursuing the technical fields of study this fall.


Rootworks team launches client experience platform

Liscio offers client on-boarding, signature capture, client messaging, information requests and other front-stage capabilities.