Professional Services

(Bloomberg) -- Morgan Stanley named longtime executive Mandell Crawley to run a new unit combining client coverage, strategy and marketing as Chief Executive Officer Ted Pick continues to set his...

Change management tips for technology, organizational restructuring, company-wide initiatives, and more. ← Blog home In corporate tax departments, change comes in many forms. There is incremental change—small adjustments to everyday...

Updated for tax year 2024. Most people don’t get into charitable giving purely for a tax benefit. However, the opportunity for tax savings is a nice perk for those who...

TO READ THE FULL ARTICLE Continue reading your article with a CPA Trendlines Pro membership. Posted on January 13, 2025 CPA Trendlines Research About the AuthorCPA Trendlines contributors are experts recognized...

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Here’s a confession: I’ve spent more time experimenting with operating systems (OS) than most people spend picking out a new phone.  I’ve worked in various settings, from fast-paced offices and...

I know that behind every great company, division, or team is a great organizational structure — a structure tailored to a company‘s, division’s, or team's goals and one that helps...

Snowden Lane Partners, a New York-headquartered registered investment advisor with just under $12 billion in assets, has acquired a “significant portion” of the ownership stake in the firm held by private...

Explore the impact of poor statutory reporting and learn the benefits of integrating ESG into reporting processes. ← Blog home In the high-stakes world of business, accurate statutory reporting is...

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