Latest Articles

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August 25, 2013 

Chris Farmand – 2013 40 Under 40 Honoree

Chris Farmand, CPA, CITP, MBA — 33Investor Liaison, Chris Farmand + CompanyJacksonville, FL www.apr16.com, www.cfarmand.com Education: University of Florida: BA Food & Resource Economics, University of North Florida: BA Accounting, University of North Florida: MBAProfessional Associations/Memberships: AICPA, FICPAHobbies: Swimming, Cycling, Running: in that order, Camping, Cooking What are the key areas of your firm that...…

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August 25, 2013 

Cory Barwick – 2013 40 Under 40 Honoree

Cory Barwick — 35Technical Product Manager, Indirect Tax Solutions, Wolters KluwerAliso Viejo, CA www.cchgroup.com Education: BA in Business Administration and Masters in Science of Accountancy – both degrees earned University of North Carolina at WilmingtonHobbies: Reading, listening to music, environmental action and causes, any kind of water activity, cooking, long road trips What are the...…

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August 25, 2013 

Christian James – 2013 40 Under 40 Honoree

Christian James — 35COO, XcentricAlpharetta, GA www.xcentric.com/blog Education: Texas Wesleyan University, BBA Information TechnologyProfessional Associations/Memberships: VistageHobbies: Family, Camping, Mountain Biking, Fly-Fishing Have you embraced cloud computing for your practice? Are you moving your clients to the cloud? We not only embrace it, we wholeheartedly believe and have experienced many times over the benefits it offers...…

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August 25, 2013 

Brian Crofts – 2013 40 Under 40 Honoree

Brian Crofts — 34Group Product Manager & Innovation Catalyst, Intuit, Inc.Plano, TX Education: Bachelor of Science: Finance & Economics – Southern Methodist UniversityProfessional Associations/Memberships: DFW Lean Startup Group – Organizer/LeaderHobbies: Running, Travel, Photography   What are the key areas of your firm that have seen the greatest change in workflow over the past few years?...…

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August 25, 2013 

Aubrey Lynch – 2013 40 Under 40 Honoree

Aubrey Lynch, CPA — 38Principal, CS&L CPAsBradenton, FL www.CSLcpa.com Education: Master of Accounting degree, Bachelor of Science in Accounting – University of FloridaProfessional Associations/Memberships: AICPA, FICPA, President of the Estate Planning Council of Manatee County, Co-Chair of the Campaign Committee for the United Way of Manatee CountyHobbies: Cooking, reading, spending time with my family  ...…

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August 25, 2013 

Anthony Nitti – 2013 40 Under 40 Honoree

Anthony J. Nitti, CPA, MST — 38Partner, WithumSmith+BrownAspen, Co www.double-taxation.com Education: Masters in Taxation, University of Denver ; Bachelor of Science in Accounting, The College of New Jersey               Professional Associations/Memberships: Member of AICPA, NJCPA, COCPAHobbies: Skiing, mountaineering and mountain biking. What are the key areas of your firm that have seen the greatest change in...…

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August 25, 2013 

Adam Kupperman – 2013 40 Under 40 Honoree

Adam Kupperman — 38Vice President & Head of ONESOURCE Firm Edition, Thomson ReutersHoboken, NY BS in Economics, Wharton School of BusinessMBA, Cornell’s Johnson School of Management Hobbies: Family time, exercising, softball, avid New York Yankees fan                                         Have you embraced cloud computing for your practice? Are you moving your clients to the cloud? I am...…

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August 25, 2013 

Alfredo O. Riverol – 2013 40 Under 40 Honoree

Alfredo O. Riverol, CPA, CGFM, CGMA, CFA — 38Chief Financial Officer, City of South MiamiSouth Miami, FL www.southmiamifl.gov Education: MPA, Florida International University; MS in Taxation, Florida International University; BS in Communication, Florida International University. Professional Associations/Memberships: AICPA, FICPA, Government Finance Officers Association, Florida Government Finance Officers Association, S. FL Govt. Finance Officers and City...…

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August 25, 2013 

Angie Grissom – 2013 40 Under 40 Honoree

Angie Grissom — 36President, The Rainmaker CompaniesNashville, Tennessee www.therainmakercompanies.com Education: Middle Tennessee State University (MTSU) Bachelor of Business Administration Professional Associations/Memberships: Past President, Accounting and Financial Women’s Alliance CPA Consultant’s Alliance Member, Association of Accounting Marketing Growth Strategies Committee, National Speaker’s Association Hobbies: Spending time with family and friends, Photography, Travel, Food and Wine Tasting,...…

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August 24, 2013 

2013 Review of Thomson Reuters – UltraTax CS (Expanded Review)

UltraTax CS fulfills the tax software offering within the CS Professional Suite lineup of products. Built for use by firms of all sizes and clients of all complexity, UltraTax CS provides a comprehensive set of tools for tax professionals. Among numerous enhancements this year are updates to the electronic filing module, help and support additions...…

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August 24, 2013 

2013 Review of Thomson Reuters – UltraTax CS

BEST FIRM FIT: Sole-practitioners and small firms with a diverse range of client complexity and firms currently using other products in the CS Professional Suite lineup STRENGTHS Strong multi-state capabilities Personal property tax included for a number of states Updated to MeF platform for federal electronic filing Strong review and multi-monitor support POTENTIAL LIMITATIONS Multiple...…