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Evaluating Your Firm’s Advisory Stance

ThomsonReuters

As more and more clients seek DIY solutions when completing their taxes, differentiating your firm, and capitalizing on your strengths are crucial to keeping existing clients and generating new business. Offering advisory services is an excellent way to engage your clients and offer them a more complete financial service experience.

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Friday Footnotes: KPMG Is Twice as Bad as Other Firms; Upskill or Die; Hella M&A | 10.21.22

Going Concern

PwC Adds More Minorities to Ranks While Partner Promotions Lag [ Bloomberg Tax ]. UHY Acquires Michigan Firm. Lizbel Sanchez, also known as Lizbel Diaz, 47, pleaded guilty to one count of willful failure to collect or pay over taxes in April. I had to stop going to H&R block for my taxes at some point.

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