Advisory

October 27, 2017 

Loomis & Co. LLP, based in the Silicon Valley and Squar Milner LLP, based in Orange County are combining. The combination with Squar Milner will be effective November 1, 2017.

October 26, 2017 

Citing concerns about choice and competition under the Affordable Care Act (ACA), President Trump has issued an executive order directing the Treasury Department, DOL, and HHS to consider proposing regulatory changes that would increase health care options and promote market competition. The order focuses on expanding the availability of three types of health coverage arrangements:...…

October 23, 2017 

Deloitte has launched new features to its Tax Reform Navigator tool that enhance how companies analyze and plan for existing and custom tax reform proposals. Debuted in July 2017, the Tax Reform Navigator is a state-of-the-art, web-based solution ...

October 23, 2017 

The ultimate flaw in investment rules, assumptions and models is their inherent disregard for the life events – planned and unplanned – that can dramatically affect an individual’s ability to maintain strategy. For most people life happens, often in ...

October 23, 2017 

The AICPA Leadership Academy was designed to strengthen and expand the leadership skills of promising young professionals while they network with a peer group of talented and motivated CPAs. The 2017 participants comprised the ninth Leadership ...

October 18, 2017 

Steve's practice uses AccountantsWorld's Accounting Power system, which makes it easy to collaborate with clients to share data, includes strong financial reporting and write-up functions, has trial balance, and includes a full bookkeeping system for ...

October 12, 2017 

Two accounting professors are working with U.S. audit, tax and advisory firm KPMG LLP as the first-ever KPMG James Marwick professors-in-residence, a new program focused on evolving innovation opportunities and understanding challenges in the audit ...

October 3, 2017 

The firm saw revenue growth across all three of its service lines: Its Advisory service line was up 12.6 percent over the prior year; its Tax service line increased revenues by 4.3 percent; and its Audit revenues grew 1.8 percent.

October 2, 2017 

Hiring workers and expenses related to health care are among top concerns that U.S. business owners are expressing to their trusted financial advisors, according to a new survey by Sageworks, a financial information company.

September 29, 2017 

Health FSAs and HRAs are plans under which employees can be reimbursed on a pre-tax basis for medical expenses that are not reimbursed by insurance or any other arrangement. Health plan copays, deductibles, eyeglasses, and orthodontia are common ...

September 23, 2017 

International Tax Review (ITR) has named Deloitte the “Americas Tax Innovator of the Year” and “Americas Tax Compliance & Reporting Firm of the Year" for its impact in delivering innovative solutions on large, complex client projects completed in ...

September 23, 2017 

The Child Abuse Prevention Center (CAPC) is Orange County’s leading not-for-profit organization focused exclusively on the prevention of child abuse. The early intervention programs of the Prevention Center have a well-documented record of working to ...