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Laurence Sotsky is the CEO of Incentify, a Los Angeles-based AI technology company specializing in the discovery and management of tax credits and incentives. Before Incentify, he was the CEO and founder of Hopscotch, a venture-backed SaaS platform specializing in mobile application development for the sports and entertainment industry. Prior to his entrepreneurial ventures, he spent seven years in management consulting at Deloitte Consulting and Accenture.

Anita Dennis is an award-winning freelance journalist and author whose work has been published in The New York Times, the Wall Street Journal and The Journal of Accountancy, among other publications.

After the Schwab-TD merger, rival firms are reaching for new business opportunities. Is David sprinting past Goliath?

The firm has been locked in a contest with runner-up Vanguard for flows, with the latter winning last year for the first time since 2013.

The bank joined dozens of other companies in announcing that they would suspend and review their political donations following the Capitol riot.

Mario Ciabarra is CEO of Quantum Metric.

Fewer than two out of every 100 taxpayers reporting over $1 million in income were audited by the Internal Revenue Service in fiscal year 2020, according to a new report.

Although home prices have been surging, Bloomberg’s Alexis Leondis suggests a housing supply shortage will keep values from collapsing in the near future.

A fever-pitch argument over whether prices and wages will rise after the giant pandemic relief packages has split financial advisors into two camps.

In most cases, assume that your "outside business" is not affiliated with your current employer.