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The team builds momentum for the firm's recruiting efforts in the West.

The agency has indicted almost 800 people for COVID fraud, and has a 98.5% conviction rate.

Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.

Itamar Romanini is vice president and general manager of HSA Store and a long-time leader and innovator in consumer-directed healthcare and HSAs. HSA Store is part of the Health-E Commerce family of brands, which also includes FSA Store, WellDeservedHealth and Caring Mill.

Cash is flooding into actively managed developing nation funds, which many investors suspect are undervalued.

Adam Lean is the CEO and co-founder of The CFO Project, a training company that trains accountants, bookkeepers, CPAs and Enrolled Agents to offer an outsourced CFO/advisory service.

WTF CPAs has used artificial intelligence to get a jump on busy season, just in time for April 1.

The budgeting app has already garnered support from NBA superstars and is looking for more growth.

The retirement crisis looms larger than ever as new research shows how many U.S. adults have no long-term savings.

As managing director and lead of Kotter's European practice, Nick Petschek draws on his wide skill set to help organizations formulate and achieve their strategy and culture goals. Nick aids clients in surfacing the delta between organizational aspirations and reality, closing that gap together. His career journey has been one of constant curiosity and learning. From the awe-inspiring circus to the nimble world of unicorn startups, to the process-oriented United Nations, he has tackled challenges related to telling a compelling story and envisioning a new future, scaling, sustainability, and culture transformation. His clients have ranged in size and industry, with a focus on technology and government.