Technology June 9, 2026
TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated
TaxDome has announced the launch of TaxDome Kiosk, a modern practice management platform.
Technology November 16, 2015
How Accounting and Tax Firms Can Use the ACA to Increase Revenue Opportunity
From Nov. 2015 - The passage of the Affordable Care Act (ACA) has brought major change to the accounting profession as individuals and companies are increasingly turning to accountants and tax preparers for help in complying with new mandates and insurance decisions.
November 16, 2015
Investors and Mid-Market Execs Confident About Access to Capital in 2016
Seventy percent of those surveyed believed that a strategic investor (competitor, corporate) would offer the greatest price for their business, compared to 30% believing the best deal would come from a financial investor (private equity, venture capital..
November 16, 2015
Finance Execs Seek More Effective Reporting and Disclosure Tools
Nearly three-quarters (74%) of the companies surveyed are taking action to improve their financial reports. Top improvement areas to the annual financial report (10-K) include management discussion and analysis (MD&A), the business section, risk ...
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 ...
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.
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
November 3, 2015
Professionals on the Move – November 4, 2015
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
November 2, 2015
Accounting Firm KFMR Katz Ferraro McMurtry P.C. Joins CliftonLarsonAllen
The accounting firm of Katz Ferraro McMurtry P.C. (KFMR) has joined the professional services firm CliftonLarsonAllen (CLA), effective November 1, 2015.
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.
October 29, 2015
Professionals on the Move – October 30, 2015
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
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.
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 ...