Mergers and Acquisitions January 13, 2026
The firm provides comprehensive tax and accounting services and helps small businesses and individuals navigate complex financial landscapes with unique and tailored solutions.
January 13, 2026
January 13, 2026
Firm Management February 5, 2024
It used to be that all an accountant had to do to earn respect, win over new clients, and have a growing firm was simply be a great accountant. Those days are over.
Firm Management February 5, 2024
The 18 men and six women who were promoted comprise the largest new partner class in the top 20 firm's history.
Taxes February 5, 2024
The top GOP member of the Senate Finance Committee has signaled he won’t support the family and business tax break bill as-is.
Accounting February 5, 2024
Marcum LLP has entered a merger with Wakefield, Massachusetts-based Powers & Sullivan, LLC, effective February 1, 2024.
February 5, 2024
David Wurtzbacher – 2023 “20 Under 40” Influencer Founder & CEOAscend LLCwww.ascendtogether.com Recent Career HighlightsHaving raised private equity capital from Alpine Investors, I formally began building a management team in January 2023, and striking our first partnerships with exceptional firms. In our first year, we partnered with 8 entrepreneurial firms and achieved industry-leading growth rates,...…
February 5, 2024
Andrew Argue, CPA – 2023 “20 Under 40” Influencer CEOCorvee.com and Instead.com Recent Career Highlights What are you doing to make a difference in the profession, your community, the world?Our goal has been to help the tax industry provide higher value services to clients by moving from compliance to advisory leveraging technology and artificial intelligence....…
February 5, 2024
Jessica McClain, CPA, CITP, CISA, PMP, CGFM – 2023 “40 Under 40” Honoree Chief Financial OfficerGirl Scouts Nation’s Capitalwww.gscnc.org Recent Career Highlights What are you doing to make a difference in the profession, your community, the world?I am a passionate advocate for the profession, leveraging my platform to shape its future through conference speaking, panel...…
February 5, 2024
Caleb Jenkins, EA, CQP – 2023 “40 Under 40” Honoree Leader of CAS: RLJ Financial Services, Inc.Founder: Jenkins Consulting Recent Career Highlights Professional Memberships What are you doing to make a difference in the profession, your community, the world?In 2013, my world changed when I started volunteering for SALT a division of Christian Aid Ministries...…
February 5, 2024
Shakor J. Jukes, CPA, MBA – 2023 “40 Under 40” Honoree Senior Product ManagerAmazon Recent Career HighlightsIn the previous year, I had the privilege of speaking at various conferences and events such as the AICPA & CIMA/CIIPA Momentum Conference and the Ignite Conference hosted by The Institute of Internal Auditors Inc. (IIA). Additionally, I have...…
February 5, 2024
Michael Barton, CPA – 2023 “40 Under 40” Honoree DirectorSikich LLPwww.sikich.com Recent Career HighlightsIn the past year, I’m proud to say that I successfully concluded seven years serving the great state of Indiana as a member of the Board of Accountancy, four of which as Chairman of the Board. During my last year as Chairman...…
February 5, 2024
Kalil Merhib – 2023 “20 Under 40” Influencer Executive VP, Growth & Professional ServicesCPA.com Recent Career Highlights What are you doing to make a difference in the profession, your community, the world? Current Professional Reading / ListeningReading: Traction by Gino Wickman Listening: Podcast: Thinking with Adam Grant. See all of the 2023 “40 Under 40”...…
February 5, 2024
Sarah Shannonhouse, CPA – 2023 “40 Under 40” Honoree Senior Manager, Tax OperationsDayforcewww.dayforce.com Recent Career HighlightsTransitioning to my role as a Senior Manager of Tax Operations at Dayforce, I bring my expertise to lead and inspire a dedicated team. Here, I spearhead agency relationships and oversee bulk employment filings, ensuring seamless operations and compliance adherence....…