Grassi announces ESOP
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The New York-based Top 100 Firm is also adopting an alternative practice structure, and more of today’s top stories.
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The changes are aimed at helping the firm maintain its independence, and to strengthen its relationship with its employees and reward them for helping build up the firm.
In other news today:
A new proposal would create new definitions of digital goods for state taxation.
Taxpayers will now have through Jan. 10, 2025, to fix a refund claim.
Choreo, a Chicago-based independent investment advisory firm that spun off from Top 10 Firm RSM US last year, has acquired an $8.1 billion wealth management practice from BDO USA.
Jean Stephens, who has led the group for 17 years, plans to step down in May 2024 and become a senior advisor to the network.
The board has revised its standard-setting, rulemaking and research agendas for the year ahead after a series of unprecedented changes this past year.