Punxsutawney Phil may have called for six more weeks of Winter, yet wealth managers are already…
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Digital Banking : Tangerine And Engine By Starling To Provide Banking Services For Canadian Clients
Tangerine Bank (Canada’s digital bank and wholly-owned subsidiary of Scotiabank, one of the “Big 5” banks…
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California’s proposed ‘Billionaire Tax’ could reshape wealth planning for ultra-high-net-worth clients
A new proposal from Jim Mangia, president and CEO of St. John’s Community Health, has been filed with…
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Year-end tax planning strategies: Show clients your expertise
Jump to ↓ As the year comes to a close, most accounting firms are guiding clients…
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PEEC seeks feedback on guidance for providing tax services to attest clients
The AICPA Professional Ethics Executive Committee (PEEC) issued an exposure draft proposing revisions to the “Tax…
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Understanding the One Big Beautiful Bill Act: Key Tax Changes for Business Owners and Estate Planning Clients
The One Big Beautiful Bill Act (OBBBA) became law on July 4, 2025. This legislation introduces…
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