Better client onboarding: Understanding your client’s family tree

Next time you meet with a client, instead of just making small talk or asking, “How’s the family doing?” take it a step further.

Better client onboarding: Understanding your client’s family tree


Carbon tax won’t be necessary due to technology, Mnuchin says

U.S. Treasury Secretary Steven Mnuchin weighed in on the debate about a carbon tax in Davos, saying technological developments would make it redundant.

Carbon tax won’t be necessary due to technology, Mnuchin says


After France truce, U.S. faces new tech-tax threat in Europe

Having just persuaded France to hold off on a digital tax that would hurt its biggest technology firms, the U.S. is facing a similar threat from another part of Europe.

After France truce, U.S. faces new tech-tax threat in Europe


Xero seeks student applicants for $30K 'Forward Fund'

The new scholarship will award three students $10K each, as well as $10K to their nominating firms.

Xero seeks student applicants for K 'Forward Fund'


Tax Fraud Blotter: A Porsche, a Jeep and a boat

Perfect mess; package deal; bad medicine; and other highlights of recent tax cases.

Tax Fraud Blotter: A Porsche, a Jeep and a boat


Int'l tax authorities take ‘day of action’ against evasion

The U.S., U.K., Canada, Australia and the Netherlands cooperated on gathering evidence, intelligence and information.

Int'l tax authorities take ‘day of action’ against evasion


M&A roundup: CRI and EisnerAmper expand

Carr, Riggs & Ingram has merged in Crabtree, Rowe & Berger; and EisnerAmper has added Horvath & Giacin.

M&A roundup: CRI and EisnerAmper expand


KPMG predicts audit committee agenda for 2020

The Big Four firm’s Board Leadership Center predicts reinforcing audit quality and setting clear expectations for external auditors will be top of mind in the year ahead.

KPMG predicts audit committee agenda for 2020


Moving forward without a technical correction to QIP

A drafting error in the Tax Cuts and Jobs Act inadvertently removed Qualified Improvement Property from bonus eligible property. This was a mistake and a technical correction was expected. However, none was ever made.

Moving forward without a technical correction to QIP


Biden, Sanders overstate tax-hike revenue, estimates find

Democratic presidential candidates Joe Biden and Bernie Sanders have overestimated the amount of revenue their tax proposals would generate by hundreds of billions, or even trillions, of dollars, according to a new study.

Biden, Sanders overstate tax-hike revenue, estimates find