KPM CPAs & Advisors

Highlights from the event Forbes Top CPAs Event

Forbes Celebrates America’s Top CPAs—Releases video of Top CPA event and Seeks Nominations for it's inaugural Best-In-State recognition by October 15, 2024.

You need a strategy for stock options, restricted stock units, employee stock purchase plans, and holdings of company shares. In this article, four advisors explain why.

Selecting the right consultant is a strategic decision that can significantly impact your business.

By lumping robo-advisory technology with generative AI, we risk closing the door on underserved investors for whom robo-advisory opened the door in the first place. 

For business owners, corporations and individuals looking for a CPA, it?s not enough for them to simply be professionals in good standing. A blend of financial genius, innovation, deskside manner and trustworthiness are what make a CPA truly exceptional. Forbes? first-ever list of America?s Top CPAs recognizes these accountants at the top of their game, honoring professionals from across America. Join Forbes in New York City as we celebrate the inaugural class of America?s Top 200 CPAs. This exclusive, invitation-only event will feature engaging conversations, networking and of course some well-earned recognition among your peers.

Matthew Gallo makes it a rule on his team that no client call or email is allowed to go unanswered.

In 2017 we started looking for the up-and-comers with our Next-Gen rankings—those under 40.

Tax efficient strategies, bucketing and private equity investing are some of the keys to UBS advisor Chris Dillon’s success.

Morgan Stanley’s Amy Li specializes in making complex things simple for her global clients especially when it comes to taxes.

Traditional spreadsheet proficiency, while foundational, doesn’t cut it in an era of massive data influxes and the pressing need for real-time, insightful analysis.

Comprehensive Portfolio Tracking Robo-advisors excel at managing and tracking investments, but can they truly replace human advisors?

Amid an ongoing shortage of CPAs, advancements in AI and automation have the potential to have a significant impact on the challenges the accounting profession has faced.

These six steps are more productive in building a new-client campaign and increasing business.

There are four main reasons why someone should decide to hire a financial advisor. Hopefully this framework will help families in their decision-making process.

Market research company Statista surveyed thousands of accounting and tax professionals and their clients to come up with this list of the best firms.