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Bob Scott

Bob Scott

CPE Provider LumiQ Gets $5M

money 32 434216026LumiQ, which provides podcast-first CPE courses, has received $5 million in funding. The parent company, Luminari said the seven-year-old operation has more than 200 hours of CPE content online.

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Intuit Debuts Tax Planner

Planning pointIntuit has introduced the Intuit Tax Advisor that is designed to help advisors provide tax planning and advisory services. The system integrates with the Lacerte and ProConnect Tax systems.

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U.S. TurboTax Units Flat in FY 2022

Tax prep glassesA 1-percent increase in TurboTax Online units was countered by similar decline in TurboTax desktop units left the total with no change for Intuit’s unit sales in the United States for the year ended July 31.

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