Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
August 23, 2017
Home Office Deductions: The “Hard” Way Versus the “Easy” Way
As a general rule, you may write off the direct expenses of the home office (e.g., painting and carpeting a room) as well as a proportionate share of indirect expenses, such as mortgage interest and real estate taxes, utilities, insurance and repairs ...
August 23, 2017
Jordan Miller, CPA, MaCC – 2017 40 Under 40 Honoree
Jordan Miller, CPA, MaCC Age: 29 Employer: CliftonLarsonAllen Title: Manager City/State: Charlotte, NC Website: Twitter: Professional Associations/Memberships: Jordan currently serves on the Student Outreach, Advancement, and Recruitment Committee of the North Carolina Association of Certified Public Accountants (NCACPA), a committee that she was previously chair of for two years. She also serves on the program...…
August 23, 2017
Megan D. Lewczyk, CPA, MAcc – 2017 20 Under 40 Honoree
Megan D. Lewczyk, CPA, MAcc Age: 29 Employer: Yaeger CPA Review Title: Chief Operating Officer City/State: Charleston, South Carolina Website: https://www.linkedin.com/in/mlewczyk/ www.yaegercpareview.com Twitter: @MeganLewczyk Career highlights I decided to venture off the traditional public accounting path early in my career to pursue my passion for creating the next generation of CPAs. I was appointed in May...…
August 22, 2017
One Simple Step Toward Better Strategic Business Partnerships
When you make a list of your firm’s strategic business partners, do your technology solution providers make the cut? If your answer is no, you’re likely approaching these relationships in a way that limits your opportunities to truly leverage ...
August 22, 2017
Brian Walgamott, CPA – 2017 40 Under 40 Honoree
Brian Walgamott, CPA Age: 39 Employer: Thomas Howell Ferguson P.A. CPAs Title: Senior Manager, Tax Services Department City/State: Tallahassee, Florida Website: www.thf-cpa.com Twitter: @thfcpa Professional Associations/Memberships Member of the American Institute of Certified Public Accountants Member of the Florida Institute of Certified Public Accountants o Healthcare Industry Conference Committee Graduate, Opportunity Tallahassee Class 35, Leadership...…
August 22, 2017
Amanda L. Sexton, CPA, ABV, CFF, CFE – 2017 40 Under 40 Honoree
Amanda L. Sexton, CPA, ABV, CFF, CFE Age: 32 Employer: Markowitz, Fenelon & Bank, LLP Title: Accountant/Valuation Analyst City/State: Riverhead, NY Website: www.mfbcpa.com Twitter: N/A Professional Associations/Memberships AICPA Member NYSSCPA – Suffolk Chapter: 1) President 2) East End Committee Co-Chair 3) Membership Committee Co-Chair NYSSCPA – Statewide: 1) Former Nominating Committee Member 2) Former Business...…
August 22, 2017
Garrett Wagner, CPA.CITP – 2017 40 Under 40 Honoree
Garrett Wagner, CPA.CITP Age: 36 Employer: Thaney & Associates Title: Business Therapist City/State: Rochester, NY Website: www.thaneycpa.com Twitter: garrettwagner37 Professional Associations/Memberships: AICPA member New York State Society of CPAs Member President of the Rochester Chapter of the New York State Society of CPAs NextGen committee I strive to create lasting change and real impact with...…
August 22, 2017
Dr. Sean Stein Smith, CPA, CMA, CGMA, CFE – 2017 40 Under 40 Honoree
Dr. Sean Stein Smith, CPA, CMA, CGMA, CFE Age: 29Employer: Lehman College (CUNY)Title: Assistant ProfessorCity/State: New York City (Bronx), New Yorkhttps://www.linkedin.com/in/dr-sean-stein-smith-dba-cpa-63307444/ Listen to this podcast Professional Associations/Memberships (please include any leadership roles): NJCPA – He is a member of the NJCPA Content Advisory Board, Student Programs & Scholarship Committee, Emerging Leaders Council, Nonprofit Interest...…
August 22, 2017
Ben Pechan, CPA, CCIFP – 2017 40 Under 40 Honoree
Ben Pechan, CPA, CCIFP Professional Credentials (CPA, EA, MBA, etc if any): CPA, CCIFP Age: 32 Employer: Smith & Gesteland, LLP Title: Chief Financial Officer City/State: Madison, Wisconsin Website: www.sgcpa.com Twitter: Professional Associations/Memberships: WICPA (Wisconsin Institute of Certified Public Accountants)– Accounting Careers Board Member CFMA (Construction Financial Management Association) – Vice President, Membership My...…
August 22, 2017
Christine Boeckel, JD, LLM – 2017 20 Under 40 Honoree
Christine Boeckel, JD, LLM (Taxation) Age: 33 Employer: Bloomberg BNA Title: Deputy Editorial Director, State Tax City/State: Arlington, Virginia Website: https://www.bna.com/ Twitter: @Boeckel_Tax I began working as a State Tax Law Editor at Bloomberg BNA in 2011, where I focused on maintaining and updating Bloomberg BNA’s State Tax Portfolios and Navigators. As an editor I...…
August 22, 2017
Melisa Galasso, CPA, CGMA – 2017 40 Under 40 Honoree
Melisa F. Galasso, CPA, CGMA Age: 36Employer: Galasso Learning Solutions LLCTitle: OwnerCity/State: Charlotte, NCWebsite: www.galassolearningsolutions.comTwitter: @hoffmamf, @galassolearning Listen to this podcast Professional Associations/Memberships: AICPA – Technical Issues Committee Member, Leadership Academy Alum (2014) NCACPA – Past Chair A&A Committee, Past President Charlotte Chapter, Charlotte Women Initiative Co-Chair VSCPA – LEAD Task Force Member, Digital...…
August 22, 2017
Kevin Bong – 2017 20 Under 40 Honoree
Kevin Bong Age: 27 Employer: AuditFile, Inc. Title: Co-founder City/State: San Francisco, California Website: www.auditfile.com Twitter: @auditfile_team Kevin is a co-founder of AuditFile, where he works closely with Steven Bong to execute the Company’s vision for designing a simple-to-use, sophisticated audit automation solution that empowers firms to prepare for the future of auditing. AuditFile received...…