Advisory

How can tax professionals build the same strong advisory relationship and take a more proactive approach to the services we offer?  

As part of the Act, the IRS is receiving an allocation of approximately 80 billion dollars over the next 10 years.

Only 24% of executives say they are investing in these functions to drive growth. Rather, they say they are focusing resources on efficiency, resulting in potentially limited expansion opportunities

Stumbauer will use his extensive cryptocurrency, AML, sanctions and Foreign Corrupt Practices Act acumen to further bolster and expand Grant Thornton’s financial crimes capabilities.

Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...

What is best to keep in your practice, and what needs to go away? For many firms, getting the fundamentals right will help you pick the right ...

Negative attitudes, poor morale and refusal to follow firm processes impede progress. If the prevailing mindset across the firm, especially amongst leadership, is ...

AI is making financial advisors more efficient and more connected with clients. But some challenges persist.