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Should Tax Planners Work with Family Offices? How Family Offices Work

CTP

Administrative & Financial Support Moving into the realm of finances, a family office may handle bookkeeping, legal and estate planning oversight, cash flow management, financial advice, insurance management, accounting and tax filing oversight, and charitable giving management.

Tax
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Coming soon: ONESOURCE Pagero and Oracle Fusion Cloud ERP e-invoicing solution

ThomsonReuters

This partnership leverages Oracles business-to-business (B2B) technology platform. A simpler, smarter architecture Oracle customers now can simplify their integration processes with the introduction of the new B2B integration by ONESOURCE Pagero. Support for both AP (accounts payable) and AR (accounts receivable) e-invoicing flows.

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Professionals on the Move – July 2025

CPA Practice

Mary Girsch-Bock Professionals on the Move is a round-up of recent hiring, promotion and staffing announcements from around the accounting and tax profession. Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. His experience spans a variety of industries and includes private equity.

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Professionals on the Move – June 2025

CPA Practice

Rohini has a Masters of Finance from the London School of Economics, and a Chartered Accountant certification from the Institute of Chartered Accountants of India. Governing Board, and the addition of John Kmetz and appointment of Rob Pruitt as vice-chair to the Forvis Mazars Global Network Board. The changes took effect June 1.

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Aprio Releases 2025 Technology Outlook

CPA Practice

Aprio , the 25 th largest business advisory and accounting firm, has released its 2025 Technology Outlook , highlighting the recent impact of private equity and venture capital funding within the tech sector and key trends that will continue to make an impact in 2025.

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Navigating Tax Reform: The Three Statements that Will Help You Sell Tax Plans This Year

CTP

However, if taxes go up, we may want to defer those deductions by using any expense-shifting strategies available like cost segregation or our accounting methods. If we want to secure more deductions by accelerating them, we want to explore the inventory methods that will give us bigger deductions.

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Managing the intersection of business automation and CTC compliance: A guide for indirect tax professionals

ThomsonReuters

CTC mandates represent a significant shift in regulatory compliance, requiring businesses to provide real-time transactional data to government entities. As governments worldwide implement these controls, businesses must adapt to meet these evolving requirements.