Happy Tax gets assist from former Jackson Hewitt CEO

Uber and Amazon may be the models for the tax preparation process of the future, according to Keith Alessi, the former Jackson Hewitt chairman and CEO who recently joined the board of upstart tax prep franchiser Happy Tax.


Planning partner retirements

Getting partners to transition toward retirement as they approach the firm’s retirement age is a problem facing many CPA firms, and its implications are far-reaching.


The key client approach

Firms need to start making the most of those who make them the most.


2017 tax reform: Trump proposes big tax cut for businesses

Many of the president’s “core principles” were similar to promises he made on the campaign trail, including a reduction to 15 percent in the rate for businesses.


LBMC acquires Pivotal Bridge’s Intacct practice

Top 100 firm LBMC is acquiring Pivotal Bridge’s Intacct practice in Atlanta, folding it into its LBMC Technology Solutions group.


IRS phone scammers busted

Eight people were arrested for impersonating Internal Revenue Service employees and calling innocent taxpayers to threaten them about bogus tax debts.


Withum and PWM form Withum Wealth Management

Withum has united its brand with a longtime partner, PWM Advisory Group, an independent registered investor advisor, to create Withum Wealth Management.


Trump tax plan hits first land mine: Blue state Republicans

President Donald Trump’s pledge to repeal Obamacare ran into a Republican buzz saw. Now, his ambitious proposal to cut taxes is again encountering GOP opposition—from lawmakers in Democratic-leaning states.


N.J. firm allows senior associate to grow out hair for charity

Sax honors ‘Locks of Love’ nonprofit with firmwide effort.


SurePrep rebrands

The new look is aimed at centering the company’s tax automation software rather than outsourcing services.