Accounting September 11, 2023
Avantax to be Acquired by Cetera Holdings
Following the closing, Avantax will become a standalone business unit within the Cetera family with 3,078 Avantax financial professionals.
Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies.
Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran.
Email: isaac.obannon - @ - cpapracticeadvisor.com
Accounting September 11, 2023
Following the closing, Avantax will become a standalone business unit within the Cetera family with 3,078 Avantax financial professionals.
Taxes September 8, 2023
A judge has ruled that Intuit Inc., the maker of the popular TurboTax tax filing software, “engaged in deceptive advertising in violation of Section 5 of the FTC Act” and deceived consumers when it ran ads for “free” tax products and services for which many consumers were ineligible.
Accounting September 7, 2023
The newly-branded system will continue to offer an all-in-one spending and expense management solution with free software and corporate cards to provide real-time visibility and customizable control over business finances.
Accounting September 7, 2023
This first-of-its-kind partnership aims to transform virtual card processing for accounts receivable departments – eliminating tedious manual efforts and streamlining payment reconciliation.
Firm Management September 7, 2023
Bennett Thrasher has acquired the tax reporting valuation practice from Intrinsic LLC, a Denver-based transaction advisory and valuation firm.
Small Business September 7, 2023
Together, higher inflation and rising interest rates have resulted in increased costs of raw materials, labor and energy, while reducing consumer purchasing power, which combined can pose cash flow challenges for small businesses.
Accounting October 24, 2023
This two-day conference promises to equip industry professionals with the knowledge and tools necessary for unprecedented success.
Accounting September 6, 2023
Kim Austin, Director, Strategic Alliances at Avalara, and Todd Perlman, President of BT Partners, have been appointed as ITA Board of Directors Chair and Vice-Chair, respectively.
Accounting September 6, 2023
The platform focuses on streamlining billing processes by allowing users to swiftly send invoices and get paid.
Accounting September 6, 2023
The Innovation Awards are presented to honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow and efficiencies, increased accessibility, enhanced collaboration, greater accuracy, or other means.
Payroll September 6, 2023
Many companies see the upside of leveraging generative AI in the workplace, too. In a separate Robert Half survey, managers shared the top ways their teams are using the technology.
Accounting September 5, 2023
Expensify and Small Business Expo joined forces to elevate attendee engagement by using New Expensify as the primary communication tool for the Los Angeles event.