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Joshua Ashman, CPA, is a co-founder of Expat Tax Professionals, specializing in the areas of international taxation and U.S. expatriate taxation, and with extensive experience with international compliance and U.S. expat tax returns.

Jamie Yesnowitz is a principal and SALT National Tax Office leader at Grant Thornton LLP.

Helping clients navigate life choices is critical for differentiation.

Rising interest rates can be a boon for seniors seeking better returns from low-risk investments, but can hamper other clients with adjustable-rate mortgages.

The fund provides access to China-based companies committed to implementing the digital ledger technology. Plus; other launches.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

Jill C. McNally, JD, LL.M., is an editor with Checkpoint within Thomson Reuters Tax & Accounting. Before joining Thomson Reuters, Jill was a Deputy Attorney General for the State of New Jersey representing the New Jersey Division of Taxation in all phases of litigation and provided counsel to state agencies involving tax matters. Jill received her B.A. and M.A. from John Jay College of Criminal Justice, summa cum laude, her J.D. from New York Law School, cum laude, and an Executive LL.M. from Georgetown University. Jill is admitted to the State Bars of New York and New Jersey.

Sarah Horn, M.Acc., J.D., is an editor with Checkpoint Catalyst within Thomson Reuters Tax & Accounting. Before joining Thomson Reuters, Sarah was a tax attorney at ExxonMobil, where her work included a variety of state and federal tax matters. Sarah received her B.A. and B.S. from Southern Methodist University, summa cum laude, her Master of Accounting from The Ohio State University Fisher College of Business, and her J.D. from The Ohio State University Moritz College of Law, cum laude. Sarah is admitted to the State Bar of Texas.

The firm arranged to make transactions differently on the days that it was required to calculate its reserve deposits, the regulator says.

The insurance giant and No. 6 IBD made Alexa Von Tobel its chief innovation officer following the closure of the planning startup it acquired in 2015.