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In the News

What Do Sureties Look for in Financial Statements?
In the News
July 21, 2021
Who Wins and Loses, As Democrats Look to Curb Tax Breaks for Pass-Through Businesses
  • Features Bill Smith
  • Inc.
July 21, 2021
Who Wins and Loses, As Democrats Look to Curb Tax Breaks for Pass-Through Businesses
    In the News
    July 01, 2021
    When It Comes to Facing Hackers, Preparation is Key
    • Ray Gandy & Tiffany Garcia, San Diego Business Journal
    July 01, 2021
    When It Comes to Facing Hackers, Preparation is Key
      In the News
      June 25, 2021
      Biden Tax Plans Create Urgency, Confusion for Tax Planners
      • Bob Karon, Financial Advisor Magazine
      June 25, 2021
      Biden Tax Plans Create Urgency, Confusion for Tax Planners
        In the News
        June 24, 2021
        Why You May Want to Opt Out of the Monthly Child Credit Tax Payments
        • Denny Linden, Yahoo! Money
        June 24, 2021
        Why You May Want to Opt Out of the Monthly Child Credit Tax Payments
          In the News
          June 23, 2021
          Biden Threatening Key Real Estate Investor Tax Break
          • Nate Smith, Financial Advisor Magazine
          June 23, 2021
          Biden Threatening Key Real Estate Investor Tax Break
            In the News
            June 22, 2021
            The Worst Personal Finance Advice on TikTok (and Why It’s Wrong)
            • Features Bill Smith
            • GOBanking Rates
            June 22, 2021
            The Worst Personal Finance Advice on TikTok (and Why It’s Wrong)
              In the News
              May 24, 2021
              Joe Biden Wants to Tax the Wealthy without Creating a Wealth Tax, Even Though It’s Overwhelmingly Popular
              • Features Bill Smith
              • BUsiness Insider
              May 24, 2021
              Joe Biden Wants to Tax the Wealthy without Creating a Wealth Tax, Even Though It’s Overwhelmingly Popular
                In the News
                May 18, 2021
                Q1 Labor Stats Show Low Quit Rate in Finance
                • Philip Noftsinger, Blockworks
                May 18, 2021
                Q1 Labor Stats Show Low Quit Rate in Finance
                  In the News
                  May 18, 2021
                  IRS Starts Refunds for Tax Returns Claiming Unemployment Benefits
                  • Steve Henley, Accounting Today
                  May 18, 2021
                  IRS Starts Refunds for Tax Returns Claiming Unemployment Benefits
                    In the News
                    May 14, 2021
                    Not Ready to File Your Taxes? Filing for an Extension Can Help You Owe ‘Significantly Less,’ Accountants Say
                    • Dan Seff, CNBC Grow
                    May 14, 2021
                    Not Ready to File Your Taxes? Filing for an Extension Can Help You Owe ‘Significantly Less,’ Accountants Say
                      In the News
                      May 13, 2021
                      What’s Behind Friday’s Disappointing Jobs Data?
                      • Philip Noftsinger, Blockworks
                      May 13, 2021
                      What’s Behind Friday’s Disappointing Jobs Data?
                        In the News
                        April 27, 2021
                        How High Should Biden Raise the Capital Gains Tax? It’s Complicated, Experts Say
                        • Features Bill Smith
                        • NBC News
                        April 27, 2021
                        How High Should Biden Raise the Capital Gains Tax? It’s Complicated, Experts Say
                          In the News
                          April 23, 2021
                          New RMD Rules Can Be Unfriendly to Wealthy Clients
                          • Robert Caron, Financial Advisor Magazine
                          April 23, 2021
                          New RMD Rules Can Be Unfriendly to Wealthy Clients
                            In the News
                            April 15, 2021
                            The Challenges Caused by Postponing the April 15 Filing Deadline
                            • Features Bill Smith
                            • Bloomberg Tax
                            April 15, 2021
                            The Challenges Caused by Postponing the April 15 Filing Deadline
                              In the News
                              April 08, 2021
                              Biden’s Plan to Overhaul Tax Code Would Close Offshore Tax Loopholes
                              • Features Bill Smith
                              • NBC News
                              April 08, 2021
                              Biden’s Plan to Overhaul Tax Code Would Close Offshore Tax Loopholes