A deep dive into Kaestner

A look at the taxation of trusts and the Supreme Court’s recent ruling.


Five hidden gems in the federal opportunity zone program

There are some powerful ways to help your clients defer gains and help communities.


Crypto tax avoiders face IRS roulette: Fess up or try to hide

More than 10,000 cryptocurrency investors face a decision as they open letters from the Internal Revenue Service informing them that they may owe taxes on their digital holdings.


Wipfli adds Patke & Associates

The Top 100 Firm combined with a firm that specializes in servicing hedge funds.


Withum merges in Rucci, Bardaro & Falzone

The Top 100 Firm based in Princeton, New Jersey, has expanded in the Boston area.


FASB delay on accounting standards will give private companies a temporary reprieve

Private companies, nonprofits and some smaller public companies will get some extra time to get ready for major accounting standards, under a recent proposal.


PCAOB announces 2019-2020 scholarship recipients

The Public Company Accounting Oversight Board has recognized 207 U.S. college students with $10,000 scholarships.


How tax pros spend their summer vacations

Practitioners share their best practices for the long (relatively) quiet months between deadlines.


The softer side of wealth management

Technical expertise is important, but what really matters in financial planning is the relationship.


A CPA with a ‘New Vision’

Jody Padar is betting on bots, with impressive results.