Advisory

A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

Crunching numbers sums up the view many individuals have of the accounting field and it was just that for many years, given the relatively limited amount of data that had to be entered and worked with. Financial reports, after all, only rely on a ...

A client asked his CPA for her opinion regarding an investment they were considering. Because the CPA did not have experience with this type of investment, she advised the client to consult with his own financial adviser, but she did not document the ...

Overall, the poor and less educated are the least likely to own credit cards. 72% of people who make less than $30,000 per year do not own a credit card, compared to only 18% of those who are card-less and make over $75,000.

Asset managers continue to struggle with implementing a coordinated risk management approach across their organization, despite risk governance becoming a CEO and board-level priority for asset managers, according to EY's Risk management gaining ...

Beware of the "wash sale" rule. This rule says you can't deduct the loss from the sale of securities if you buy "substantially identical" securities within 30 days before or after the loss sale. The disallowed loss is added to your basis in the new stock.

Risk & regulatory work across the U.S. consulting market grew strongly by 7.8 percent to over $14 billion, but cybersecurity work is what’s really hot for many firms, including the Big Four - as headline-grabbing news stories have struck fear into the ...

Global growth expert Radius has acquired San Francisco-based Montage Services, a rapidly growing tax and compliance advisory firm. Montage, whose clients include the London Stock Exchange, UniCredit, and Biz Apps, will immediately bolster Radius’ ...