Advisory

 Investors Gain Confidence from CPA Financial Planners

November 16, 2015 

Investors Gain Confidence from CPA Financial Planners

The survey asked CPA financial planners to rate their clients’ confidence during the recent fluctuation on a scale of 1-5, (with 1 being the most fearful, 3 being neutral and 5 being the most confident). Established clients of CPA financial planners ...

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November 13, 2015 

Ryan Tax Firm Acquires TransAmerican Asset Servicing Group

A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.

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November 4, 2015 

AICPA Honors Professionals with Awards in Area of Taxation

Germano is president and general counsel of Actuarial Benefits & Design Company, which she co-founded in 1989. The company, based in Midlothian, Va., helps business owners assess retirement needs for themselves and their employees, as well as to set up r

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November 2, 2015 

Marcum LLP Acquires Chicago Accounting Firm Frost Ruttenberg

The transaction marks the first entry into the Midwest market for Marcum, which has 17 other U.S. offices on the East and West Coasts, plus six abroad. Twenty-one Frost shareholders and principals and 90 professional staff have joined Marcum.

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October 29, 2015 

What’s the Best Time to Start Drawing Social Security?

The federal government allows retirees to start drawing Social Security as early as age 62, a feature that more than 40 percent of Americans take advantage of as they gladly draw from the system they spent a lifetime paying into.

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October 22, 2015 

The 10 Commandments of the Successful CPA

What you do learn in 40 years or so is what separates a successful CPA from one that struggles every year with mediocre clients and profits. My list of successful attributes is what I like to call the 10 Commandments of a successful CPA starts with ...

Dave McClure

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October 22, 2015 

Tax Year 2015: Top 10 Tax Planning Issues

As 2015 draws to a close, a turbulent economic and legislative environment means taxpayers need to keep a close eye on several major planning issues, according to Grant Thornton LLP.

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October 22, 2015 

Christen Selected as New AICPA Board Chairman

Christen struck a tone of urgency in his acceptance speech, saying the profession should embrace change – and do it fast – to ensure a bright future, attract the best talent and be in the strongest position to serve the public interest.