The Internal Revenue Service (“IRS” or the “Service”) aggregates, reviews, and analyzes taxpayer data and determines whether ...

Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.

A Canadian dealing representative electronically signed the names of 135 clients on 356 account forms, bypassing required security protocols and submitting the forms for processing—without the clients ...

Kaleido registry: A multi-center registry platform with site staff and automation to enable accelerated clinical research and drug development at scale in community practices. This is an ASCO Meeting ...

Selecting a structure_type (e.g., MedicationRequest) initially is not saved correctly. If the question's type is later changed to one that should not have a structure_type, the previously selected ...

Any day now, New Jersey mom Lillie Mingle is set to give birth to her fourth child, planning to deliver at an Inspira Health Network hospital, as she did for her first three kids. During a recent ...

(Bloomberg) -- Morgan Stanley named longtime executive Mandell Crawley to run a new unit combining client coverage, strategy and marketing as Chief Executive Officer Ted Pick continues to set his ...

When helping high-net-worth and ultrahigh-net-worth clients formalize their giving strategies while mitigating taxes, financial planners are likely to weigh the benefits of forming private foundations ...

The bankers of one of our clients have sent them a source of wealth questionaire (six pages) for them as individuals and one for their business. This needs to be signed by a qualified accountant. Some ...

Twenty7tec has partnered with financial planning technology provider EV to give advisers access to its attitude to risk questionnaire. This risk suitability tool has been integrated with Twenty7Tec’s ...