Firm Management

January 16, 2018 

Many firms focus first on the financial terms of the buyout as the most critical issue. While this is important (and discussed below) it pales in comparison to assuring you have competent replacement partners in place and a strong transition plan for ...

Terry Putney

January 16, 2018 

With offices in New York City and Westchester County, Buck Sturmer provided comprehensive accounting, tax and consulting services to high-net-worth individuals, families and businesses for more than 50 years.

January 16, 2018 

The combination will allow RubinBrown to grow its specialization in both entrepreneurial and wealth advisory services, integrating partners Greg and Joe Goltermann and their team into RubinBrown’s Clayton office. John F. Herber, Jr., CPA, CGMA, ...

January 16, 2018 

SmartPath is an adaptive learning system that utilizes predictive data to assist CPA candidates with the practice multiple-choice questions and task-based simulations required to increase their likelihood of passing the CPA Exam. The platform ...

January 16, 2018 

In 2018, keeping up with your peers in other businesses means one thing: automation. It’s this year’s buzzword where accounting is concerned. In fact, according to a 2015 study by PwC, accounting clerks and bookkeepers comprised the #1 profession most ...

January 10, 2018 

In his new role as principal, Keninitz will expand the firm's capability in Government Contractor Consulting and M&A Services. Keninitz has over 35 years of experience in accounting, auditing and consulting, and adds deeper resources and expanded ...

January 9, 2018 

RPR Partners is focused on supporting individuals and businesses involved in real estate as a key element of their wealth management. The RPR team joins the practice of EY professionals that provide comprehensive services to meet the need of private ...

January 9, 2018 

Revenues were up a solid 7.8%, a tad less than the prior year’s 8.1%. Growth from mergers accounted for 26% of total growth compared to 28% the previous year and 30% the year before. So from that, one could conclude that the impact of mergers on ...

January 8, 2018 

This is the largest partner class to date and includes professionals in tax, audit, consulting and business management.

January 5, 2018 

The Liscio platform, which was launched in early July 2017, is the only client experience platform of its kind, developed to simplify management of all “front-stage” client tasks such as on-boarding, signature capture, client messaging and information ...

January 3, 2018 

The combined firm will have more than 1,900 associates and 47 office locations across the United States and two offices in India.

January 3, 2018 

Citrin Cooperman announced today that Sandra Schneider and her staff of Schneider & Associates, LLC has joined the Bethesda, MD office of the firm as of January 1. Schneider, along with Director Julie Schoen, will continue to focus on sophisticated tax and estate planning for high net worth individuals and their families. “Our Bethesda office...…