Advisory

February 1, 2021 

Make business development part of the client management team approach. Start by identifying existing staff members with solid sales skills and training them on business development. If someone on your team identifies a client's needs but doesn't have ...

Arianna Campbell

January 28, 2021 

TaxExact, Inc. has launched its new, self-named TaxExact system, a new cloud-based tax technology application for tax professionals. TaxExact is a tax verification tool designed to transform the 1040 review process for tax professionals to increase the...

January 27, 2021 

Some fear that these tax increases will be retroactive to January 1, 2021, which is certainly possible. The last time a significant tax increase was enacted retroactively was in August 1993, when the Omnibus Budget Reconciliation Act included an ...

January 27, 2021 

These ERTC calculations cover the section 206 for 2020 with a 28-step calculation and section 207 for 2021 with a 12-step calculation. Complex calculations on this newly released legislation can now be run across dozens of clients in a matter of ...

January 26, 2021 

A member of the firm since 2007, Biron has spent the entirety of her professional accounting career with Nathan Wechsler. She leads teams on attestation engagements, ensuring that engagement objectives are met and client expectations are exceeded.

January 26, 2021 

Advisory, tax and assurance firm Baker Tilly US, LLP (Baker Tilly) announces the election of Alan Whitman to a third three-year term as chief executive officer. The firm’s board of partners’ election and overwhelming ratification by its partnership ...

January 22, 2021 

Effective January 1, 2021, nationally ranked Top 50 CPA firm The Bonadio Group promoted six employees to Partner. New Partners include David Dinolfo, Amanda Corona, Grace Gonzalez, Jason Acker and Cathy Johnson in Rochester; and Stephen Turner in Buffalo.

January 22, 2021 

This automation of information will give tax professionals the ability to complete 80% of tax planning for their clients when collecting tax preparation documents. The tax planning calculation covers dozens of strategies, multiple entities, and ...

January 21, 2021 

Calvetti Ferguson, one of the largest independent accounting and advisory firms based in Texas, announced today the launch of CF Financial. Through CF Financial, Calvetti Ferguson is able to provide wealth management services to individuals and small ...

January 19, 2021 

Professionals on the Move is a periodic roundup of recent promotions and hires at firms and companies in the accounting profession and technology space.

January 15, 2021 

DHG raised more than $154,000, which equals approximately 1.8M+ pounds of food and 1.5M+ meals. Of this total, $45,000 benefitted Feeding America directly and the remaining funds benefited local food organizations – many of which are in the ...

January 15, 2021 

The International CES (Consumer Electronic Show) kicks off each New Year by showcasing the latest gadgets and technology trends projected for the coming year. While COVID forced the program to be 100% digital, it still provided a flood of product...

Roman Kepczyk