The Latest

Amanda Reynolds filed a complaint asking the court to determine whether pets can be recognized as non-humans dependents.

The GENIUS and Clarity Acts and SEC guidance on custody clear a path for advisors recommending digital asset strategies, albeit with expanded diligence protocols.

Loni Winkler is the leader of the tax practice in the Great Lakes region at UHY and has over 20 years of experience in public accounting. She provides tax and business consulting services to privately held businesses and has extensive experience in individual, corporate and flow-through entity federal and multi-state taxations. She assists business owners, CFOs and controllers in developing and implementing innovative business strategies to minimize risk, maximize profits, preserve wealth, and reduce taxes.

Irina Olifer is a senior assurance professional with multiple audit and compliance credentials. 

Jim Capparelli, CPA, is a wealth and tax strategist for JCJ Wealth and Tax Advisory LLC, DBA of Arrowroot Family Office, LLC. He helps families, professionals and business owners integrate strategy, reduce complexity and align their wealth with long-term purpose.

As ERISA rules around alternatives ease, more workplace plan advisors are warming to once-niche investments like private equity and private credit. But advisors remain skeptical of certain asset classes.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.

Also, DayMark Wealth Partners sells a minority stake to Constellation Wealth Capital.

Sachin Kulkarni is executive vice president, head of commercial & specialty insurance and MGA, Americas at Xceedance, a global leader of technology-driven business solutions for the insurance industry. He has more than 20 years of experience in technology and operations across insurance, distribution/supply chain, and other service industries. Prior to Xceedance, Sachin has held roles as global head of IT architecture at Westcon and head of IT strategy for the U.S. and Canada at Marsh.

Brad Vopni is head of institutional at Gemini, a cryptocurrency platform. Prior to joining Gemini, he was head of digital assets at global electronic trading firm Hudson River Trading. Previously, he led Capital Markets at NextShares. He has also held senior leadership roles at NASDAQ, ultimately overseeing its U.S. Equities business.