Firm Management

 Partner Summits Kick Off in Minneapolis

May 7, 2014 

Partner Summits Kick Off in Minneapolis

The Tax & Accounting business of Thomson Reuters kicked off its seventh annual Partner Summits series today in Minneapolis, Minnesota. The two-day strategic planning event is aimed at principals from tax and accounting firms nationwide. The Minneapolis Partner Summit is the first of six events that will be held in cities across the United States.

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May 6, 2014 

Firm Strengthens Services with Acquisition of SOC Audit Practice

The Florida-based, regional accounting firm Carr, Riggs and Ingram LLC (CRI) has acquired Tampa-based Auditwerx, a CPA firm specializing in performing auditor assurance engagements to meet regulatory or customer compliance needs for service companies. The branch will remain in Tampa.

 New Wealth Management App Launched for iPad, Android

May 6, 2014 

New Wealth Management App Launched for iPad, Android

Thomson Reuters has released a new mobile solution to accompany its Wealth Management platform powered by BETA and Thomson ONE. The app, Thomson ONE Anywhere, allows users to access vital market and client information, and execute client trades on iPad and Android tablets.

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May 5, 2014 

TIAG Hosts International Conference in Miami

Accounting thought leader Allan Koltin provided a keynote address at the International Accounting Group's (TIAG) 22nd international conference, which started on Monday and continues through May 7 at the Fontainebleau Hotel in Miami. Koltin is president and CEO of Koltin Consulting Group.

Isaac M. O'Bannon

 AICPA Opposes Legislation That Would Limit Cash Accounting Methods

May 1, 2014 

AICPA Opposes Legislation That Would Limit Cash Accounting Methods

In a letter to House Ways and Means Committee Chairman Dave Camp, the American Institute of CPAs (AICPA) has voiced strong opposition to draft legislation that would limit the use of the cash method of accounting for pass-through entities and personal service corporations.

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April 29, 2014 

5 Ways Content Marketing Can Help Accounting Firms

Everyone’s talking about it and most accounting firm owners have a sense they should be doing it, but what exactly is content marketing? In a nutshell, it’s a marketing paradigm that opts for providing something of value as a method of showing audiences why they might want to choose your services rather than telling them…

 The Disability Accounting Practice II

April 29, 2014 

The Disability Accounting Practice II

It doesn’t have the glamor of Hollywood stars for clients, nor the rapid-growth cache of accounting for the new marijuana trade. But if your accounting firm is looking to build a national reputation and a loyal client base that is largely ignored by the rest of the industry, I will once again say…become experts in…

Dave McClure