Welcome back to the 345th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Lori Van Dusen. Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. What’s […]
Global accounting firm KPMG offers pro-bono services to Ithaca for … – The Ithaca Voice
Global accounting firm KPMG offers pro-bono services to Ithaca for … The Ithaca Voice
How to run your business into the ground!
Tired of success? Sick to the back teeth with all talk of stability and strong cash flow? Dreading strong growth, healthy profits, and excellent brand recognition? Then listen up! It’s time to run your business right into the dirt. It’s easy, let’s get you started. 1) Ignore reporting One of the best ways to ruin […]
Proposed regulations update, revise consolidated return regulations
New proposed regulations would update the regulations to reflect 50-plus years of statutory changes, remove regulations and certain transition rules that no longer have practical application, and eliminate obsolete or incorrect terms and cross-references.
IRS issues guidance on requirements for home energy audits
The IRS provides requirements for home energy audits for taxpayers that want to claim the energy efficient home improvement credit, which taxpayers can rely on until proposed regulations are issued.
Regulators turn up the volume on calls for AI guardrails as the technology spreads across wealth management
Secretary of the Commonwealth William F. Galvin says a probe into how firms are using AI isn’t a condemnation of the tech but an acknowledgement of its potential impact.
Introducing our 2023 Xerocon Sydney event partners
Xerocon Sydney is just weeks away on 23 and 24 August, and the ICC exhibitor floor will be full to the brim with some of the best and most loved apps, tools and services for accountants, bookkeepers and small businesses. This year, you can expect to see 80+ exhibitors at the event, including more than […]
Job #1890: Accounting Manager – TX (8/7/2023) – EisnerAmper
Job #1890: Accounting Manager – TX (8/7/2023) EisnerAmper
CISI reprimanded for data breach
The Chartered Institute for Securities & Investment has been reprimanded by the Information Commissioner’s Office (ICO) following a data breach on 17 February 2020. The reprimand to the CISI was issued in February this year following a third party forensic investigation instructed by the CISI. The CISI reported the breach to the ICO on 16 […]
Louisville accounting tech startup acquired by national portfolio … – The Business Journals
Louisville accounting tech startup acquired by national portfolio … The Business Journals