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Lisa Washburn, Chief Credit Officer, Managing Director, Municipal Market Analytics

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.”