Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Accounting February 5, 2024
Marcum Adds Massachusetts Firm Powers & Sullivan
Marcum LLP has entered a merger with Wakefield, Massachusetts-based Powers & Sullivan, LLC, effective February 1, 2024.
February 5, 2024
David Wurtzbacher – 2023 “20 Under 40” Influencer
David Wurtzbacher – 2023 “20 Under 40” Influencer Founder & CEOAscend LLCwww.ascendtogether.com Recent Career HighlightsHaving raised private equity capital from Alpine Investors, I formally began building a management team in January 2023, and striking our first partnerships with exceptional firms. In our first year, we partnered with 8 entrepreneurial firms and achieved industry-leading growth rates,...…
February 5, 2024
Andrew Argue, CPA – 2023 “20 Under 40” Influencer
Andrew Argue, CPA – 2023 “20 Under 40” Influencer CEOCorvee.com and Instead.com Recent Career Highlights What are you doing to make a difference in the profession, your community, the world?Our goal has been to help the tax industry provide higher value services to clients by moving from compliance to advisory leveraging technology and artificial intelligence....…
February 5, 2024
Jessica McClain, CPA, CITP, CISA, PMP, CGFM – 2023 “40 Under 40” Honoree
Jessica McClain, CPA, CITP, CISA, PMP, CGFM – 2023 “40 Under 40” Honoree Chief Financial OfficerGirl Scouts Nation’s Capitalwww.gscnc.org Recent Career Highlights What are you doing to make a difference in the profession, your community, the world?I am a passionate advocate for the profession, leveraging my platform to shape its future through conference speaking, panel...…
February 5, 2024
Shakor J. Jukes, CPA, MBA – 2023 “40 Under 40” Honoree
Shakor J. Jukes, CPA, MBA – 2023 “40 Under 40” Honoree Senior Product ManagerAmazon Recent Career HighlightsIn the previous year, I had the privilege of speaking at various conferences and events such as the AICPA & CIMA/CIIPA Momentum Conference and the Ignite Conference hosted by The Institute of Internal Auditors Inc. (IIA). Additionally, I have...…
February 5, 2024
Michael Barton, CPA – 2023 “40 Under 40” Honoree
Michael Barton, CPA – 2023 “40 Under 40” Honoree DirectorSikich LLPwww.sikich.com Recent Career HighlightsIn the past year, I’m proud to say that I successfully concluded seven years serving the great state of Indiana as a member of the Board of Accountancy, four of which as Chairman of the Board. During my last year as Chairman...…
February 5, 2024
Kalil Merhib – 2023 “20 Under 40” Influencer
Kalil Merhib – 2023 “20 Under 40” Influencer Executive VP, Growth & Professional ServicesCPA.com Recent Career Highlights What are you doing to make a difference in the profession, your community, the world? Current Professional Reading / ListeningReading: Traction by Gino Wickman Listening: Podcast: Thinking with Adam Grant. See all of the 2023 “40 Under 40”...…
February 5, 2024
Sarah Shannonhouse, CPA – 2023 “40 Under 40” Honoree
Sarah Shannonhouse, CPA – 2023 “40 Under 40” Honoree Senior Manager, Tax OperationsDayforcewww.dayforce.com Recent Career HighlightsTransitioning to my role as a Senior Manager of Tax Operations at Dayforce, I bring my expertise to lead and inspire a dedicated team. Here, I spearhead agency relationships and oversee bulk employment filings, ensuring seamless operations and compliance adherence....…
February 5, 2024
John Malone, JD, CTC – 2023 “40 Under 40” Honoree
John Malone, JD, CTC – 2023 “40 Under 40” Honoree Co-CEOAnomaly CPAwww.anomalycpa.com Career HighlightsJohn Malone is the Co-CEO of Anomaly. John’s unique background in operations from the legal industry has helped transform Anomaly to what it is today. His strong leadership and change management has allowed Anomaly to grow 250% since joining the company in...…
February 5, 2024
Lindsey Curley, CPA, CGMA – 2023 “40 Under 40” Honoree
Lindsey Curley, CPA, CGMA – 2023 “40 Under 40” Honoree Senior Manager, Firm ServicesAICPA & CIMAwww.aicpa-cima.com Recent Career HighlightsI am responsible for key membership bodies at the AICPA such as the top 100 US accounting firms. When developing meeting content and resources for the C-suite leaders in these firms, I think it’s important to address...…
February 5, 2024
Christian Jones – 2023 “20 Under 40” Influencer
Christian Jones – 2023 “20 Under 40” Influencer CEOTaxProMarketerwww.taxpromarketer.com Christian is TaxProMarketer’s Chief Executive Officer. He oversees TaxProMarketer’s website and SEO departments and helps develop tactics and strategies within each area. Developing and implementing strategies that deliver results for TaxProMarketer’s clients is one of Christian’s main areas of oversight. He also teaches on a variety...…
February 5, 2024
Zurab Moshashvili, CPA – 2023 “40 Under 40” Honoree
Zurab Moshashvili, CPA – 2023 “40 Under 40” Honoree PartnerAnchin, Block and Anchin, LLPhttps://www.anchin.com/team/zurab-moshashvili/ Recent Career HighlightsZurab has spearheaded Anchin’s newly developed Movie Studio practice. For this industry group, he works alongside studio owners and guides them with all stages of their real estate transaction including assisting with construction monitoring, identifying tax incentives, and assisting...…