Advisory

November 4, 2021 

Staffing challenges, compliance obligations, technology advances and world events are changing the way tax professionals work. The in-depth guide offers testimonials and coaching tips from Intuit Tax Council Members who have made the move towards ...

Isaac M. O'Bannon

November 3, 2021 

PathQuest Solutions has launched a new accounting automation ecosystem this week at Scaling New Heights 2021; integrating its PathQuest SCALE and PathQuest BI solutions to help accountants simplify their practices, scale their business and build ...

November 3, 2021 

From the November 2021 Issue. Technology changes constantly. We must make decisions about what works for our clients, our firms, and ourselves. Additionally, we must make the effort and take the time to update our skills on products we use regularly and on solutions that we should consider for our practices. This education is beyond...…

Randy Johnston

November 2, 2021 

Michael Kidd, CPA – 2021 40 Under 40 Honoree PartnerMowery & Schoenfeld LLCwww.msllc.com Career highlights:  My career has taken many twists and turns in the past few years, however, some career highlights are: My career highlights have focused around growing our Firm and starting a successful Transaction Advisory Practice. When I started with Mowery &...…

November 2, 2021 

The need to make better business decisions based on organization-wide data is a growing pain point for businesses today. Poor decisions are expensive, with the potential to cost companies 3% of profits. Anders quickly recognized that data driven ...

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...…