2 Main Reasons for the Growth in Mega RIAs

…2021 is primed to be just as active if not more active in transaction activity due to the anticipated increase in capital gains tax rates being proposed by the Biden…

Greg Saunders Honored with AICPA Standing Ovation Award

…technology assurance, and/or personal financial planning fields. They must also hold a specialty credential within their field. About the AICPA Forensic and Valuation Services Conference The conference features experts in…

Valuation Services – Nashville (TN)

Our Valuation and Forensic Services Practice specializes in performing valuations of closely held businesses, litigation consulting and expert witness services, and financial investigations for companies and attorneys in Nashville and…

2024 Retirement Plan and HSA Cost of Living Adjustments

…$1,000 Employers and employees should review these limit changes for planning purposes. Employers should be proactive in preparing for these limit changes by talking with plan recordkeepers or third-party administrators,…