Advisory

January 24, 2015 

Are you participating in an employer-sponsored retirement plan? If your company has one, consider yourself fortunate. But if you’ve been ignoring whatever your company is offering, this year make a resolution to get the facts. A good retirement plan will allow you to defer taxes on whatever you contribute to your 401(k) account until you...…

January 20, 2015 

The American Institute of CPAs named Michael Goodman, CPA/PFS, as the recipient of the 2014 Personal Financial Planning Distinguished Service Award. Goodman is founder of New York City-based Wealthstream Advisors, Inc.

January 19, 2015 

Cash rained down on startups in 2014, as venture capitalists poured a whopping $48.3 billion into new U.S. companies — levels not seen since before the dot-com bubble burst in 2001. Strong technology IPOs are luring investors chasing the next big ...

January 19, 2015 

More than half of corporate finance executives rank future regulatory mandates as their highest compliance concern, according to a new survey by audit, tax and advisory firm KPMG LLP.

January 15, 2015 

A decrease in loan delinquencies and improvement in job openings have pushed Americans’ overall financial satisfaction firmly into positive territory for the first time since the financial crisis, according to a new quarterly index released today by the

January 12, 2015 

When it comes to buying power, women are steadily overcoming men. Throughout the next decade, women will control two-thirds of consumer wealth in the United States and will be the beneficiaries of the largest transference of wealth in our country’s ...

January 12, 2015 

CohnReznick LLP, the 10th largest accounting, tax, and advisory firm in the United States, announced today that it has signed a long-term lease for more than 125,000 square feet occupying the seventh and 10th floors at 1301 Avenue of the Americas.

January 12, 2015 

Economic and political uncertainty, the effects of the Affordable Care Act, and estimating the true cost of retirement are just some of the factors creating a complex and challenging financial landscape for Americans. This year’s AICPA Advanced Personal Financial Planning Conference, held at the Bellagio Hotel in Las Vegas January 19-21, will give planners the necessary...…

January 8, 2015 

The accounting consulting firms of Boomer Consulting, Inc., and Flowtivity, LLC have announced that they have merged, effective January 6, 2015. The newly-combined consultancy will continue to operate under the Boomer Consulting brand.

January 8, 2015 

The accounting firms of Elliott Davis and Decosimo are pleased to announce that the merger between the two firms is complete, effective January 1, 2015. The combined firm, Elliott Davis Decosimo, is one of the top accounting, tax and consulting ...

January 7, 2015 

Wipfli LLP, one of the top 25 accounting and consulting firms in the United States, has announced the acquisition of two firms, Helena, Montana-based Galusha, Higgins & Galusha, PC (GHG)and Philadelphia-based Elko & Associates, Ltd. (Elko).

January 7, 2015 

The Northeast U.S. accounting firms of Baker Newman Noyes (BNN) based in Manchester, N.H. and William Steele & Associates, P.C., based in Boston, is complete. The combined team will operate from BNN’s existing downtown Manchester, N.H. office, serving cli