&Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells Fargo Advisors, continues its recruiting streak. This week, the firm added a Torrance, Calif.,...
Tips on data management for tax provisioning, using technology to keep up with regulatory changes like OBBBA, and more. Corporate tax teams are facing an array of risks, new and...
As a business owner, choosing what type of staff to hire has significant implications for your business. Before you begin the hiring process, make sure you understand the distinctions between...
A password shorter than 15 characters makes your encryption practically meaningless.Most professionals know that PDF files are one of the most reliable ways to share contracts, reports, and sensitive documents....
As a lifelong student of technology and risk, Cole has never been one to chase trends—but he does pay close attention to them. And right now, all signs point to...
I never planned to run a head-to-head test between Gemini and Copilot. I just wanted to get my work done. But over the past few months, I found myself toggling...
At my last job I was tasked with launching a newsletter, and was suddenly faced with a bunch of unfamiliar acronyms: DKIM, DMARC, SPF. (Apparently that last one is not...
An Orange County, Calif.-based firm managing about $1.2 billion in client assets is joining Sanctuary Wealth from UBS.Dial Square Private Wealth was founded by Jim Chiate and Tony Guianne, who...
Staying comfortable might feel safe, but it’s costing your firm more than you think. Discover how breaking routine and embracing AI can unlock growth, efficiency, and relevance in today’s accounting...
TO READ THE FULL ARTICLE Continue reading your article with a CPA Trendlines Pro membership. Posted on August 15, 2025 Jackie Meyer About the AuthorJackie Meyer, CPA, CTC, MSA, PhD,...
