Advisory

May 4, 2022 

Tax planning has become increasingly popular in recent years. More and more tax and accounting firms are realizing that their clients can save significant amounts of money by proactively implementing a variety of tax planning strategies.

May 4, 2022 

JMW will join RubinBrown’s Private Client Services Group, which also offers high-net-worth individuals and families, family office groups, and their associated businesses, sophisticated, integrated, and confidential tax and wealth advisory solutions.

May 3, 2022 

In addition, the Eckhoff Wealth Management practice will be joining MGO’s wealth management affiliate, MGO Private Wealth. Bruce Frankel, Managing Partner of Eckhoff Wealth Management, will add his extensive financial planning experience and impressive...

May 3, 2022 

Startups have unique needs and requirements, and startup founders face complex accounting and tax situations such as venture capital due diligence, cash flow management, compensation issues, and more. As CPAs it’s an exciting opportunity to provide ...

May 2, 2022 

Prior to joining Mazars, Leffler was a Partner at a Big Four firm, where he served companies with various ownership structures including private equity-owned, family-owned and those with headquarters overseas.

April 28, 2022 

The newest entrant among the nation’s Top-10 professional services firms will be called FORVIS. After their merger in February 2022, the accounting firms BKD and DHG jointly announced the change, which will be effective June 1, 2022.

April 28, 2022 

Antico is responsible for pursuing opportunities to leverage technology and create value from the Firm’s data assets to drive top- and bottom-line growth, scalability and unique data-driven insights. Working closely with the Firm’s C-Suite, and ...

April 28, 2022 

The new initiatives are part of the firm’s ongoing efforts to support the well-being of its professionals.

April 27, 2022 

The beauty of being an advisor is that you can, and should, offer services that interest you and benefit your clients. If your services are profitable but uninteresting, they will not be fulfilling. There are plenty of options to offer services that ...

April 22, 2022 

Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...

April 21, 2022 

You’ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year ...

April 19, 2022 

For the last 15 years, McNulty has supported many of the leading public sector firms providing services to the U.S. Government. Their team of research analysts, technology experts, pricing and financial analysts, technologists, and parametric modelers ...