Professional Services

Focus Financial co-founders Rajini Kodialam and Lenny Chang are stepping down from their positions and into roles as senior advisors at the firm after its sale to Clayton, Dubilier & Rice...

Accounting has seen a lot of commoditization in the introduction of user-friendly tools over the past few years. However, businesses are finding that though they can do more in-house, more...

During college, I had a job every summer. After my freshman and sophomore years, there were full-time paid internships with companies that issued me a Form W-2 and offered benefits,...

How to grow your firm outside of wealth management. By Russ Alan Prince A pervasive problem many accounting firms face with wealth management practices is how little wealth management business...

I’ve said it before: Cash is king because your firm can’t survive without it. But clients create the cash and marketing brings you clients, so we have a chicken-and-egg situation....

CHARLOTTE, NC—Moore & Van Allen PLLC (MVA) is pleased to announce that firm Member Frank E. Schall has been named to the 2023 Benchmark Litigation 40 & Under list –...

A year ago, if I’d said “AI" at my dinner table, my (mature) family wouldn’t have known what I was talking about. Except for the kids, of course. The kids...

If you want to find the best time to post on Instagram, you're probably trying to reach a specific goal. Maybe you want to maximize the number of likes you...

A former Cetera registered rep liquidated and stole about $2.4 million of an elderly brokerage customer’s securities holdings, according to charges filed by the Securities and Exchange Commission. The commission...

Overpayments and repayments are two of the most common anomalies that could complicate year-end and W-2 processing. Now is a great time to sort out any potential difficulties. Jump to:...