Morgan Stanley is already facing potential fines from federal investigations into its anti-money laundering practices, the report said. Morgan Stanley has been working on fixing its client-screening ...

Canopy, the leading all-in-one practice management platform built for modern accounting firms, today announced Smart Intake, a fully native solution that transforms client intake and tax workflow with ...

SALT LAKE CITY, July 22, 2025--Canopy, the leading practice management platform for accounting firms, releases Smart Intake, a native solution for client intake and tax workflow.

DOJ leaders are facing criticism and resignation calls from one-time supporters after they ended their inquiry into Jeffrey Epstein’s sex trafficking case without releasing new files.

Every divorce client intake should explicitly ask about crypto and other digital assets. If a party answers “yes,” counsel must drill deeper into: • Specific holdings.