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Jim McGinnis is EVP and General Manager for the Professional Market of Wolters Kluwer’s Tax and Accounting North America business unit. In this role, he is responsible for the CCH solutions including CCH Axcess Suite, CCH ProSystem fx as well as ATX Professional Tax.
Prior to Wolters Kluwer, Jim held a variety of roles as Vice President at Intuit including marketing for the then Accountant’s Professional Division, leader of the Accountant Segment for QuickBooks, and Product Management for Lacerte and ProSeries.October 12
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Amanda Wilkie, a consultant at Boomer Consulting, Inc., has a computer science background, but she’s not your average geek. With two decades of technology experience, Amanda has spent 13 years driving change and process improvement through innovative technology solutions working across firms of varying sizes in the public accounting profession. She has held strategic leadership positions in firms ranging from Top 50 to Top 10 including her most recent role as CIO of a Top 30 firm. Wilkie is a recognized expert in the profession who regularly speaks and writes on blockchain and cryptocurrency and their impact on the profession.
October 12
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The advisors joined the regional BD from UBS.
October 11
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Keeping their money invested for a longer period enacts the power of compounded interest growth.
October 11
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A decade into her role, Mary Callahan Erdoes continues to deliver strong results.
October 11
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Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.
October 11
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Inspired by the founder’s unique vision, this journalist leaped to the business side.
October 11
Idea Refinery -
The guidance is the first since 2014 and comes as tax auditors are increasingly focusing on examining individuals with cryptocurrency investments.
October 11
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