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October 31, 2022 

The tax law also allows you to write off amounts paid for a dependent such as an elderly relative.

Ken Berry, JD

Accounting October 31, 2022 

When training to become a financial advisor, it was easy for me to focus on the pros and cons of financial instruments.

Firm Management October 31, 2022 

The role of The JULIE™ thinks through everything with ‘the why’ in mind and isn’t afraid to professionally ask others to explain their thoughts or direction.

Firm Management October 30, 2022 

If you subscribe to a syndicated content resource for your blog, your firm is at an SEO disadvantage. Here’s why.

Becky Livingston

October 28, 2022 

Jackie Meyer, CPA, CCA, Ph.D Candidate – 2022 40 Under 40 Honoree Founder and CEO of TaxPlanIQ.com and The Concierge CPAAssociation of International Certified Professional Accountantshttps://www.jackiemeyercpa.com After spending 12 years crafting Meyer Tax, “The Concierge CPA Firm,” Jackie has merged into Ardent CPA to focus more on working directly with accountants to bridge their passion...…

Taxes October 28, 2022 

An IRS lifer, Douglas O’Donnell most recently was deputy commissioner for services and enforcement.

Jason Bramwell

October 28, 2022 

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Doc.It, a document management, workflow and portal solution for accounting firms.

Brian Tankersley, Randy Johnston

Firm Management October 28, 2022 

The office serves as a home for Puerto Rico-based employees and is a representation of the firm’s strong, long-term commitment to the island and clients in Puerto Rico and other U.S. territories.

Isaac M. O'Bannon

October 28, 2022 

Susan C. Allen, CPA, CITP, CGMA – 2022 40 Under 40 Honoree Senior Manager, Tax Practice & Ethics — Public AccountingAssociation of International Certified Professional Accountantshttps://www.aicpa.org/home LinkedIn: https://www.linkedin.com/in/susanallencpa/Twitter: @SusanAllenCPA https://twitter.com/SusanAllenCPA As a life-long learner and CPA profession advocate, I aim to drive progression in areas such as technology, environmental and social governance, ethical standards and tax...…

October 28, 2022 

Dave Mundy – 2022 20 Under 40 Top Influencer President & FounderAudit Dashboard Inc.www.AuditDashboard.com Dave Mundy founded AuditDashboard after working at PwC and leading finance teams for a private equity asset manager. To help make the lives of accounting professionals easier, AuditDashboard delivers a more connected, secure, and collaborative digital client experience that simplifies and improves how accounting...…

October 28, 2022 

Jacki Jacox, CPA, MPA – 2022 40 Under 40 Honoree Director of Healthcare Consulting and Financial AdvisoryMazars USA LLPhttps://www.mazars.us LinkedIn: https://www.linkedin.com/in/jacoxcpa Jacki Jacox is a CPA and Director of Healthcare Consulting and Financial Advisory. She is an innovative thought leader with more than 12 years of experience at mid-sized and Big 4 public accounting firms,...…

October 28, 2022 

Michael Eckstein, EA – 2022 40 Under 40 Honoree OwnerResting Business Face /  Eckstein Tax Serviceshttps://restingbusihttps://restingbusinessface.com/nessface.com Building my practice- Like many other small firm owners, I started my practice as a side hustle. It was just an experiment to see what would happen. Now, I’ve grown to be one of the top-rated solo firms in...…