CPA Practice
JANUARY 11, 2024
Top 400 accounting firm Baratz & Associates, based in Marlton, NJ, went shopping in nearby Cherry Hill and bought CPA firm Renzi Bernardi Suarez & Co. Raymond Giunta “We are pleased to continue our growth plan and add Phil, Ed, and their team to our New Jersey base,” Managing Partner Raymond Giunta said in a statement.
CPA Practice
DECEMBER 10, 2023
Tax preparation has its spotlight, tax planning follows a rhythmic beat … and tax advisory ? While we’ve used terms like tax planning and tax advisory interchangeably because they feel similar, they are quite different—like fall and winter. Proactivity Tax planning is proactive.
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CPA Practice
JANUARY 10, 2024
Top 30 accounting firm PKF O’Connor Davies has acquired Silver Springs, MD-based Robert Philipson & Co., an accounting, tax, and management advisory firm that specializes in serving private clients through sophisticated tax services. Financial terms of the deal, which became official on Jan. weren’t disclosed.
CPA Practice
DECEMBER 19, 2023
Timing is Everything In the complex world of small business finance and accounting, the strategic timing of business filings can be a game-changer. Your clients may want to delay the incorporation process until the new year for several good reasons.
DentalAccounting
NOVEMBER 12, 2019
New Jersey. New Hampshire. Clearly, the analysis from 24/7 did not take taxes into account as these are probably the highest tax states. If you need a higher level of tax expertise, then we recommend requesting a member of the Dental Accounting Association. Connecticut. California. Minnesota.
CPA Practice
NOVEMBER 29, 2023
Moreover, the disconnect from established state nexus standards and tax base definitions further complicated compliance. Just Passing Through This panel provides the state of the states’ status of tax planning, compliance, and controversies associated with ownership of multistate partnerships and LLCs.
CPA Practice
AUGUST 31, 2023
Add the retirement conversation to your advisory agenda : Often, clients don’t know what to expect from their accountant or an advisory relationship. Advise your client throughout the year on strategies such as estimated tax payments, early withdrawals from retirement accounts, and the max income limits to qualify to contribute to a Roth IRA.
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