HD Vest CEO focuses on making more tax pros into financial planners

CEO Bob Oros joined the company last year from Fidelity and has been leading efforts to bring aboard more accountants in the wake of the new tax law.


In the blogs: Your brief breather

The filing/administration gap; tinkering with reform; OIC’s many plusses; and other highlights from our favorite tax bloggers.


An R&D tax credit hidden gem

People don’t typically think of research and development when they think of banks, retailers, brokers, insurance companies, hedge funds and financial service companies. However, many of these companies have large IT departments that are developing software for their own operations.


Lurie expands to Florida with Hagen Palen deal

Minneapolis-based accounting firm Lurie LLP has expanded its footprint to Florida by adding Hagen Palen & Co. CPAs, effective Feb. 9, 2018.


Lyft makes gains against Uber on expense reports

The ride-hailing rivals aren’t exactly neck and neck in the race for corporate travel dollars, but they’re getting closer.


Panasonic to pay $280M to end U.S. corruption probe

The electronics maker’s in-flight-entertainment unit improperly hid payments to consultants in the Middle East and Asia.


AICPA offers guidance on achieving UN sustainability goals

The Association of International CPAs has released a guide to how management accountants can help their organizations fulfill the United Nations’ Sustainable Development Goals.


Product News: Accountant-targeted guide to PDF files now available

Billtrust acquires Credit2B, and SyncStream releases ACA audit tool.


Blockchain-based fintech platform PayPie launches in beta

This initial version of the credit risk assessment software integrates with QuickBooks Online to analyze a company’s books.


Art of Accounting: ‘What’s a CD?’

Never assume that the client understands or knows what you are talking about.