Advisory

November 2, 2021 

As part of the transaction, Warner and Financial Professional Ann Tracy have continued with the Avantax community, becoming Financial Planning Consultants with Avantax Planning Partners. Their three staff members have stayed with the Warner team as ...

November 2, 2021 

Aaron Berson, CPA – 2021 40 Under 40 Honoree Founder/CEOFringe Advisory Co. www.FringeAdvisory.co Career highlights:  My career has taken many twists and turns in the past few years, however, some career highlights are: Passing the CPA exam, finally – basically passed it twice Building a team and new service offering at EisnerAmper, CAAS Helping build...…

November 2, 2021 

An annual survey of leading financial and accounting firms, the Accounting MOVE Project this year named just 10 firms in the “Best CPA Firms for Women” category. BPM’s selection was attributed in part to its successful women’s initiative, which has ...

November 1, 2021 

The policy outlines that childcare expenses are for qualifying dependents 12 years old or younger or up to 21 years of age for children with a disability. Additionally, the first $5,000 of this benefit, combined with a Dependent Care FSA, is tax-free.

October 25, 2021 

This new collaboration leverages BKD’s expertise in home care and hospice revenue cycle management services with MAC Legacy’s knowledge and proficiency in coding to better serve clients of both companies.

October 25, 2021 

The move deepens bench strength for CohnReznick’s Boston-area affordable housing, real estate, and not-for-profit practices and brings diversification with additional expertise in technology, life sciences, and high-net-worth individuals.

October 25, 2021 

Alisha Jernack, CPA – 2021 40 Under 40 Honoree PartnerMazars UAS LLPwww.mazars.us Career highlights:  Alisha is a Partner in Mazars USA LLP, a top 25 accounting firm. Alisha has an entrepreneurial spirit that allows her to build new business and expand the services of existing clients.  Alisha specializes in business advisory, strategic planning, financial reporting...…

October 25, 2021 

Jennifer L. Walker, CPA, MBA – 2021 40 Under 40 Honoree Director of Corporate Accounting Florida Power & Light Company, Subsidiary of NextEra Energy NextEraEnergy.com Career highlights:  Named to Inaugural “40 Under 40 Black CPAs” in 2021. First African American Director in the Finance organization at NextEra Energy Manage a team of 35 accountants Mentored...…

October 23, 2021 

Customers can connect Practice Ignition and Gusto to access ready-made proposal templates within Practice Ignition and automatically populate client and employee headcount specifics from Gusto to save time, streamline their payroll billing workflows, ...

October 22, 2021 

Jin W. Chang – 2021 20 Under 40 Top Influencer CEO & Co-Founder Fieldguide.io www.fieldguide.io  Career highlights: Jin is a practitioner-turned-entrepreneur who is passionate about driving efficiencies and reimagining collaboration for the assurance and advisory industry. His interest in automating complex workflows started at EY, where he practiced across assurance and advisory and learned first-hand the...…

October 22, 2021 

Withum is proud to announce the expansion of its advisory practice to include Environmental, Social and Governance (ESG) consulting services.

October 21, 2021 

Shalin (Shawn) Parikh, CPA – 2021 20 Under 40 Top Influencer Founder and Chairman of Entigrity www.my-cpe.comFounder and CEO myCPE www.entigrity.com Career highlights:  Shawn founded Entigrity in 2014 and today it works with 600+ Accounting firms in the United States and Canada. And have staffed 1200+ associates for them offshore. Entigrity has helped accounting firms...…