Nancy McClelland, LLC

JANUARY 12, 2025

“What is an IRS Account Transcript and Why Do I Need One?” ” During the pandemic, we began requiring all clients to submit a copy of their IRS Account Transcript along with their Tax Organizer and other annual tax prep documentation. account, the ID.me No worries — the IRS did.

Tax 52

Tax tax return accountant Account 52

CPA Practice

JULY 10, 2025

Michael Coglianese, CPA PC was censured and fined $50,000 July 10 for violating U.S. auditing rules and standards in connection with 17 audit and attestation engagements for SEC-registered brokers and dealers.

audit 71

audit Illinois CPA accounting firms 71

CPA Practice

NOVEMBER 12, 2024

Top 60 accounting firm KSM (Katz, Sapper & Miller) said on Tuesday it has acquired ValueKnowledge, a Chicago-area valuation and advisory firm, effective Oct. This transaction follows the announcement that New York City-based accounting firm Shanholt Glassman Klein Kramer & Co. Financial terms of the deal weren’t disclosed.

Illinois 52

Illinois New York accounting firms Tax 52

Accounting Today

JUNE 17, 2025

Tax Foundation ( [link] ): Illinois policymakers should think twice before taxing GILTI. The Rosenberg Associates ( [link] ): Private equity entered the accounting profession with promises of creating value and fixing many of the pain points in the profession. All rights reserved. Tax Review Board.

E-commerce 82

E-commerce Technology tax preparation Illinois 82

CPA Practice

OCTOBER 28, 2024

Keynote speakers this year include: Vernice “FlyGirl” Armour , America’s first Black female combat pilot; Shayla Rivera , former NASA rocket scientist; and Bushra Amiwala , award-winning activist and the first Gen Z elected official in the United States, sitting on the Cook County Board of Education in Illinois.

Illinois 110

Illinois Education accounting and finance Finance 110

CPA Practice

NOVEMBER 11, 2024

This webinar will be held on Tuesday, December 3, 2024 at 1:00pm ET Sponsor: Avalara Duration: 1 Hour Register Now We’ll demonstrate how automation integrates with popular accounting platforms to save time, reduce risk, and enhance efficiency. Plus, earn free CPE credit! Gail is a member of the AICPA’s PFS Credential Committee.

Tax 116

Tax Indiana Technology CPA 116

CPA Practice

JUNE 30, 2025

From tax prep to asset management, invoicing and portals, and auditing to remote CFO functions, the services the accounting and tax pros provide are dependent on the technologies they use. The awards highlight the most useful technology for firms and clients.

Technology 104

Technology Rhode Island West Virginia South Dakota 104

SchoolofBookkeeping

JANUARY 2, 2025

With QuickBooks' new Automated 1099 solution, accountants can simplify and streamline their 1099 filing process like never before. Tiffany explained that states like Illinois only require federal 1099s, whereas California needs a state-specific form. Make necessary edits and ensure all information is accurate.

quickbooks 52

quickbooks payroll Illinois California 52

TaxConnex

APRIL 17, 2025

The certificates must have the buyers registration/account number; buyer and seller names; the nature of the exemption (resale, manufacturing and so on); and the customer signature and the date. A seller having all this looks better to a prospective buyer than one that due diligence reveals hasnt been tracking of sales tax exposure.

Sales 147

Sales Tax Illinois Manufacturing 147

Accounting Today

JUNE 6, 2025

ARIZONA The Association for Accounting Marketing Hall of Fame celebrated the 35th anniversary of the annual AAM Summit in Phoenix May 12-14. CALIFORNIA Janet Shepard Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine. All rights reserved.

New Jersey 52

New Jersey Technology Connecticut North Carolina 52

CPA Practice

JUNE 18, 2025

Nearly Three-Quarters of Accounting Master’s Programs Report an Increase in Applications New data from the Graduate Management Admission Council (GMAC), an association of leading graduate business schools, shows strong growth in applications to Master of Accounting programs. The share of growth in applications hit a five-year high.

Technology 88

Technology accounting and finance cpas payroll 88

CPA Practice

JULY 14, 2025

Mary Girsch-Bock Professionals on the Move is a round-up of recent hiring, promotion and staffing announcements from around the accounting and tax profession. Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. His experience spans a variety of industries and includes private equity.

West Virginia 51

West Virginia Technology Pennsylvania accounting and finance 51

Accounting Today

JUNE 12, 2025

Rockford, Illinois: Tax preparer Gretchen Alvarez, 49, has pleaded guilty to preparing and filing false income tax returns. From April 2018 through November 2019, he transferred and concealed assets and income by using a series of bank accounts held in the names of Max Tune Up LLC; Stealth Kit LLC; his father; and his spouse.

Tax 85

Tax tax preparation audit Technology 85

CPA Practice

JULY 7, 2025

Surett earned a bachelor’s degree in accounting from Siena College in Loudonville, NY, and an MBA in finance from the State University of New York at Albany. Leslie Jordan is a finance operations and practice management leader based in Kansas City, with a career at the firm spanning more than 35 years.

North Carolina 55

North Carolina Technology payroll New York 55

CPA Practice

JULY 9, 2025

OBannon Platform Accounting Group has announced an Illinois-based firm has joined the group. Platform is a next-gen accounting and professional services group created in 2015 to preserve what’s great about boutique professional services firms while helping them support their people, productivity, and processes.

Technology 71

Technology accountant Account accounted 71

Accounting Today

JUNE 16, 2025

EDT 4 Min Read Facebook Twitter LinkedIn Email Business owners who employ their children in a reasonable but limited capacity at their firms can rake in tax savings and start their kids first retirement accounts in the process. All rights reserved. But the benefits wont accrue from brazen attempts by parents to give their kids money.

Tax 92

Tax Technology audit tax preparation 92

Accounting Today

JUNE 27, 2025

ILLINOIS Joseph Bigane Joseph Bigane III was named the recipient of the Illinois CPA Societys 2025 Lifetime Achievement Award. MASSACHUSETTS CRR, Wakefield, partnered with Liberty Partners to launch a new platform, Bridgepoint Alliance, to help lower-to-middle-market accounting firms reduce the complexities and administrative burdens.

Technology 59

Technology Pennsylvania tax preparation Illinois 59

CPA Practice

JUNE 19, 2025

As enterprise sales leader, Reimann leads a team of business developers, account managers and strategic business relationship leaders that generate more than $1B in revenues annually for RSM. She is a certified public accountant with more than 23 years of experience in the industry.

Real Estate 52

Real Estate Technology payroll Healthcare 52

CPA Practice

JUNE 18, 2025

Rohini has a Masters of Finance from the London School of Economics, and a Chartered Accountant certification from the Institute of Chartered Accountants of India. Randall is the national practice leader for the firm’s International Tax Service line and has more than 25 years of experience in public accounting.

Technology 71

Technology payroll accounting and finance audit 71

Accounting Today

JULY 25, 2025

CONNECTICUT FASB, GASB and FAF logos on the wall at headquarters in Norwalk, Connecticut Courtesy of GASB The Financial Accounting Foundation board of trustees announced it is seeking nominations for new members to join the Financial Accounting Standards Advisory Council for an initial one-year term beginning Jan. All rights reserved.

Rhode Island 59

Rhode Island Vermont cpas Technology 59

CPA Practice

JULY 25, 2025

Mary Girsch-Bock Professionals on the Move is a round-up of recent hiring, promotion and staffing announcements from around the accounting and tax profession. Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. His experience spans a variety of industries and includes private equity.

West Virginia 40

West Virginia Pennsylvania Technology accounting and finance 40

Withum

MARCH 18, 2025

A Licensed Certified Public Accountant in the State of California, Anni received her bachelors degree in management and accounting from Renmin University of China (RUC). Chen completed her Master of Science in Accountancy at the University of Illinois at Urbana-Champaign (UIUC).

CPA 59

CPA public accounting cpas Illinois 59

Accounting Today

JUNE 13, 2025

GEORGIA NABA president and CEO Guylaine Saint Juste (left) and Bennett Thrasher partner Durran Dunn RTW Photography Bennett Thrasher, Atlanta, announced its philanthropic arm, the Bennett Thrasher Foundation, made an investment in the National Association of Black Accountants. All rights reserved. Read the full story.)

Technology 45

Technology New York cpas Indiana 45

CPA Practice

JULY 11, 2025

Held in June in Las Vegas, the event is one of the largest educational and networking events for accounting and tax professionals. Tankersley, CPA.CITP, CGMA 00:00 Randy, welcome to the accounting Technology Lab, sponsored by CPA practice advisor. Watch the video, listen to the audio, or read the transcript. SPEAKERS Brian F.

Technology 98

Technology accountant Account accounted 98

Accounting Today

JUNE 9, 2025

Dan Hood (00:03): Welcome to On the Air with Accounting Today. Here to talk about all that as well as some other developments that accountants should be paying attention to is Neil Fishman of Fishman Associates and the president of the National Association of CPA Practitioners, as well as a return guest to the podcast.

Washington 52

Washington New York Florida Tax 52

CPA Practice

NOVEMBER 6, 2024

This webinar will be held on Thursday, November 21, 2024 at 1:00pm ET Sponsor: CorpNet.com Duration: 1 Hour Register Now It’s best that accountants, CPAs, and tax professionals are up to date on entity advantages to assist their clients in making the best decision when it comes to choosing which entity option is best for their business.

Indiana 59

Indiana Illinois CPA payroll tax 59

Accounting Today

JULY 10, 2025

He was notified of employment taxes due, accounted for such taxes, had sufficient funds to pay them but chose not to pay. million in cash from CRs bank account to pay business expenses, his wages and his distributions. All rights reserved. Between 2017 and 2022, Buresh withdrew $2.9 Buresh will also be under the supervision of the U.S.

Tax 75

Tax tax preparation income tax Technology 75

Accounting Today

JULY 21, 2025

Most recently, Cynthia Bradley, 45, of Belleville, Illinois, was sentenced to 15 months in prison and ordered to pay $5,768,106.28 In 2018 and 2019, he paid $150,000 from HBCs bank account to a third party on behalf of the former president of the union. All rights reserved. in restitution. in restitution.

Rhode Island 89

Rhode Island Tax tax preparation Technology 89

Accounting Today

JUNE 26, 2025

Illinois: Attorney Matthew E. Tax-related court cases Tax scams Tax fraud Tax preparation Tax crimes Tax evasion MORE FROM ACCOUNTING TODAY Technology Does your app share client data? All rights reserved. Tomasello, Forest Park, and CPA Victor C. Smith, Woodstock, both indefinite from Jan. Hawaii: Enrolled Agent Michele K.

Tax 71

Tax Technology tax preparation CPA 71

CPA Practice

NOVEMBER 1, 2024

A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant.

Indiana 52

Indiana Tax Illinois CPA 52

Going Concern

JANUARY 21, 2025

Reminder to take our 2025 Predictions for the Accounting Profession survey. KPMG UK is under investigation : The accounting firm KPMG is under investigation by the sectors UK regulator over its audit of the 2022 accounts of the gambling company Entain. We’re in accounting so have no idea what that is. For funsies.

accountant 52

accountant Account accounted CPA 52

Accounting Today

JULY 11, 2025

ILLINOIS Jason Van de Loo was appointed CEO at Choreo, Chicago. All rights reserved. GEORGIA Shelly Carmichael Smith + Howard, Atlanta, launched two new tax practices: site selection + incentives, led by Shelly Carmichael, and state and local income tax consulting, led by Brandee Tilman. Read the full story.)

Oklahoma 72

Oklahoma Technology tax preparation audit 72

CPA Practice

JULY 14, 2025

Cynthia Bradley, of Belleville, Illinois, was sentenced to 15 months in prison in June and ordered to pay $5,768,106.28 We will continue to track down those who attempt to cheat the American people, and we will hold them accountable with prison time.” “I’m in restitution. in restitution. in restitution. Attorney Nancy Larson. “We

tax preparation 97

tax preparation Texas Tax Technology 97

Going Concern

DECEMBER 16, 2024

Rather than making acquisitions, a key element of our growth strategy is to open offices where there are experienced talent pools and outstanding undergraduate and graduate accounting programs, said Vicken Haleblian, HCVTs CEO and managing partner. For example, a $50-million accounting firm might attract $100 million from a PE firm.

Rhode Island 98

Rhode Island accountant Account accounted 98

CPA Practice

OCTOBER 29, 2024

Prior to that, he managed audits of broker-dealers, hedge funds, NFA funds and NFA introducing brokers as the audit director for a regional accounting firm based in Illinois. Xavier University with a Bachelor of Science degree in Accounting. He is a Certified Public Accountant and a Certified Fraud Examiner.

Real Estate 52

Real Estate Manufacturing audit Healthcare 52

ThomsonReuters

JUNE 23, 2025

Government Accountability Office (GAO) report. Other states — including New York, Illinois, and North Carolina — proposed legislation to limit noncompetes based on employee income thresholds, reflecting a broader trend toward more targeted, worker-protective restrictions. workers, with exceptions only for senior executives.

North Carolina 85

North Carolina Legal Minnesota Arizona 85

TaxConnex

JULY 1, 2025

Illinois will eliminate its 200-transactions economic nexus threshold effective Jan. Minnesota is also considering taxing accounting, legal, brokerage and banking services to individuals. Utah has become the latest in a growing number of states to drop a transaction threshold as a trigger of economic nexus.

Sales 147

Sales Utah Tax Mississippi 147