05/23/2025
How should central banks respond to US tariffs? The RBA provides some clues
Tariffs lift import prices and disrupt trade, which could lead to higher inflation.
Tax
04/29/2025
Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners
RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners
04/07/2025
Tech investment on the rise as economic optimism fades
After rising for seven consecutive quarters, the percentage of finance leaders who expect to increase sales and marketing spending fell 18 percentage points to 40%.
03/28/2025
Wall Street straps in for Trump’s tariff reveal; sees no end to fog of uncertainty
The benchmark index is on pace to finish the first quarter down about 3%, its biggest decline for the first three months since 2022.
03/26/2025
Republican tax policy plans could grow
The House budget resolution, passed near the end of February, lumped major tax legislation with significant other policy changes
03/18/2025
Taxpayers Come Clean
When worried clients heard that, they came forward in droves.
03/15/2025
Successful Audit Once Again Proves JTC’s Solutions are Secure
Each year, dating back to when they were a part of NES Financial (acquired by JTC in 2020),
03/12/2025
US tariffs: a structural shift reshaping global trade and asset allocation
The economic impact of tariffs is inherently stagflationary.
03/11/2025
RSM to Use Arch for Private Markets Investment Management
The middle market consultancy and accounting firm will integrate Arch into its family office data management platform.
03/07/2025
Forest Systems and Summitas Announce Strategic Partnership to Enhance Wealth Management Security and Efficiency
This partnership will integrate Forest Systems' comprehensive financial reporting platform with Summitas' secure digital collaboration tools
02/18/2025
UK Inheritance Tax changes: how the US-UK Treaty could protect some Americans
For dual nationals, if none of the above lead to a clear answer, the US and UK tax authorities will agree between them how to tax the individual.
01/29/2025
Avantax Acquires Assets of Longtime Affiliate Sweeney Kovar LLP with Approximately $180 Million in Assets Under Administration
Comprehensive tax and financial planning firm stays with Avantax to help ensure consistency of service for their clients while paving positive career paths for their employees
01/10/2025
Trump Has Promised to Lower Taxes: Will It Actually Make You More Money?
Tax breaks were a big issue on the campaign trail, and Congress will be focusing on ways to cut taxes and prevent tax increases that are currently scheduled to take effect in 2026.
12/19/2024
Grant Thornton’s Partho Ghatak named a ‘Top Global Chief Information Security Officer’ by Cyber Defense Magazine
Ghatak possesses more than 20 years of experience leading technology implementations and information security efforts.
12/11/2024
ZEDRA joins forces with leading US Fund Solutions provider, Gryphon
Both companies will work closely together to ensure a smooth transition for all clients and employees.
12/03/2024
Rediscovered US tax treaty finds new home in national archives
The treaty was a pivotal document, underpinning Bermuda's success as a premier insurance and reinsurance hub.
11/20/2024
Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm
“CCA has an exceptional tax team that will help us meet that demand and better serve our clients.”
11/07/2024
$6.5B Callan Family Office Launches Tax Overlay Program
The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.
10/09/2024
IRS Whistleblowers' $74 Million Payout Shows Two Years of Reform
The IRS program for years has endured criticism about low payouts and rising process times.
10/02/2024
The legal framework for the United States and United Kingdom cross-border tax compliance
Under the treaty, various types of earnings, such as dividends, interest and royalties, are charged only in the country of residence or at reduced rates in each location.