In|Vest West 2018 Direct

Matt Pierce is the founder and CEO of Immediate.

Kristian Ranta is the founder and CEO of Meru Health.

For those with less than $150,000 in adjusted gross income who collected unemployment benefits this past year, the COVID relief bill allows them to receive up to $10,200 of those benefits tax-free.

“Even the easy returns are not simple right now,” a CPA says.

“I respect every competitor, I don’t fear any competitor,” CEO Brian Moynihan said.

Mark Medema, Managing Director at the National Alliance for Public Charter Schools

Ken Bays is vice president of product management for Inmar Intelligence.

From digital-tool adoption to changing client conversations, industry insiders discuss the pandemic’s impact on wealth management.

Two experienced private equity investors in wealth management struck a deal for a minority stake in one of the industry’s biggest names.

Carla McCall, CPA, CGMA, is managing partner of AAFCPAs, a 240-person CPA and consulting firm based in New England. She was named one of 2020’s "Most Powerful Women in the Accounting Profession" by the American Institute of CPAs, and was also honored as part of Accounting Today’s Managing Partner Elite List.