Advisory

Rehmann also received a Net Promoter Score of 80 for businesses and 76 for private households in 2020. The ratings provided by clients give a comprehensive view into the high-quality service the firm provides. According to program organizers, Best of ...

Address client needs in a changing world

The five key ingredients for success

The accounting, tax and advisory firm Marks Paneth LLP has launched the firm’s first annual Leadership Academy, a year-long comprehensive leadership program offered to supervisory-level staff and managers.

Instead of focusing on tax or audit, for example, scholarships are intended for students who are interested in financial strategy and creativity, automation, and accounting software implementation, as well as leveraging data to make informed decisions.

The FPA Pro Bono Program connects passionate financial planning practitioners to individuals, families and communities in need. In 2020, nearly 50 FPA chapters and more than 1,000 FPA members delivered 14,750 hours of pro bono financial advice.

Many of the professionals surveyed noted that they were forced into a de facto business advisor role during the onset of the pandemic, as clients sought advice about everything from applying for Paycheck Protection Program loans to how to manage their ...

Sieger is responsible for all aspects of IT systems that operate the nation's tax infrastructure. She oversees the 7,000-person IT organization that maintains hundreds of systems and supports the processing of millions of tax returns annually.