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Alice Lerman, JD, MBA, is an accounting firm success coach, business consultant to firm CEOs and C-suite executives, leadership trainer, and motivational speaker. She helps accounting firms achieve extraordinary ROI through industry specialization and outstanding client experience. Reach her at alice@lermanstrategies.com.

The word 'broker' carries negative connotations. But to many wealth management professionals, commission-based shops are valuable to a transforming industry.

The Empire State is expanding a tax break that allows smaller companies to circumvent the $10,000 limit on state and local tax deductions.

There were signs of improvement in terms of audit engagements and quality control systems.

Plus, Orion Partners with Apex and SigFig expands its executive leadership team

Ellen Graper, CPA, is a partner at StoneTurn. She has almost 20 years of experience assisting accounting firms navigate regulatory and industry requirements. Her expertise draws from her tenure as both an accounting regulator and a financial statement auditor.

Scott Purcell is the CEO of ACA International.

Rising rates threaten the safe-haven status of bonds, long the designated driver to our tipsy friend, equities, writes Eben Burr.

Linda McCormack is the VP of client engagement at Clarity Benefit Solutions.

The merger of a pair of industry powerhouses isn't set to complete until 2023. But the veteran Schwab exec gives a preview of what's on the way.