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Jen Leary is chief executive officer of CLA (CliftonLarsonAllen LLP). She leads CLA's firmwide strategic efforts to fulfill the CLA Promise and its purpose — to create opportunities for its clients, people and communities. In addition to supporting various advisory councils within the firm, she is a member of the CLA Board of Directors, the CLA Wealth Advisory Board of Directors, the newly formed CLA Global Board of Directors and leads the firm's senior leadership team. She has been serving clients for over 20 years in the United States and Europe. Her background includes assurance, consulting, mergers and acquisitions and global advisory services. She has previously served the firm in various roles such as chief strategy officer, client service leader and managing partner of the various geographies before taking on the role of CEO in January 2021.

Ilan joined Sapiens in February 2022 and brings a wealth of leadership experience at the forefront of technology and innovation, with such companies as NAYAX, Amdocs and Bank Leumi. Ilan is responsible for developing a coherent view across Sapiens' product offering, leading the company's journey to cloud, reinforcing Sapiens' technology roadmap and digital offering. Ilan also leads all aspects of IT, cyber and information systems, to accelerate the company's business growth.

Kate Krupey is vice president of accounting at Netgain Technology LLC, which provides secure cloud-based infrastructure to optimize and support CPA business applications. A former CPA firm CIO, Kate has over 20 years of experience in both optimizing and transforming IT for accounting firms, professional services firms, startups, and public sector companies.

The agency said unexpectedly that it was still deciding whether state rebates to taxpayers were taxable income.

A new baby costs a lot of money, but advisors say there are essential steps to help couples prepare financially for the life-changing event.

The SEC, FINRA and NASAA issued an investor alert warning of fraud, fees and tax complications for self-driven retirement accounts that invest in alternative assets.

Joshua Stallings is deputy director for the Division of Bank Regulation at the Federal Housing Finance Agency.

Tom Wadelton is virtual CFO at Summit CPA Group, a division of Anders CPAs + Advisors.

An online education service launched by financial advisor George Acheampong is teaching its 2,300 members about private investments.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.