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Tax pros share what they’re telling clients about relief for the jobless during the pandemic.

In a new twist on an old scam, cybercriminals have tried to get thousands of people to surrender their Wells bank account information by sending authentic-looking emails containing malicious links that lead to a fake website bearing the company's name.

Muirwood Private Wealth exemplifies “cracked-code” of pandemic moves, observer says.

The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.

Sidney Kess, CPA, JD, LLM is of counsel to Kostelanetz & Fink and a senior consultant to Citrin Cooperman & Co., LLP. He is one of Accounting Today’s 100 Most Influential People, was awarded the AICPA’s Gold Medal Award which is the highest award in the accounting profession, and is a member of the NYSSCPA Hall of Fame as well as recipient of many other accolades in the profession

Cy Moser is a regional sales director with Trustmark Voluntary Benefits

While determined to capitalize on the distortions created by the coronavirus, the bank says the offering won’t “act as vulture investors.”

Christopher Marinac is director of research at Janney Montgomery Scott LLC.

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them

Granular sensitivity and remarkable speed characterized the overnight virtualization of the firm.