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Professionals on the Move – March 2023

CPA Practice

Perfetto comes to FORVIS with more than a decade of experience with a large international firm, focused primarily on the tech and life sciences industries. Perfetto is a registered CPA and holds a bachelor of science in business administration and accounting from the University of Connecticut. BST & Co.

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Friday Footnotes: RTO Isn’t Going So Great; KPMG Wins Something; What Auditors? | 5.19.23

Going Concern

Special Report: KPMG Canada beats Big Four accounting rivals in net new client gains [ Canadian Accountant ] For the second year in a row, KPMG Canada has surpassed its Big Four rivals in net new audit client gains, helping to offset the loss of a controversial company as an audit client. Shapiro and Laura B.

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Friday Footnotes: EY and KPMG This Week’s Big 4 Lawsuits; Eliminate Accounting Majors?; Auditors Fire Messy Municipal | 4.29.22

Going Concern

4 Ways CPAs Can Explain the Tax Benefits of Direct Indexing to Clients [ Parametric ] Let’s unpack what CPAs should know about direct indexing from a tax perspective—and explore some unique and effective methods for explaining it to your clients. The firm says the added time off its part of its overall employee wellbeing strategy.

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KROST Quarterly Magazine: The Financial Services Issue is Now Available!

KROST

Over the years, it became the firm’s largest industry niche. Lou Guerrero, CPA, MBT, Principal. Guerrero, CPA, MBT is Vice President of KROST CPAs and Consultants. Stacey has extensive experience in assurance , advisory , and accounting services, with an emphasis on middle-market companies and high net worth individuals.

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Friday Footnotes: An Outsourcing Shortage Now Too?; Finally, Some Disruption; PwC Haters Celebrate Government Inquiry | 3.17.23

Going Concern

“A proposal like this could allow for the reinstatement of credit for more than 15,000 CPA candidates and re-open the door for those candidates to complete their journeys to becoming licensed CPAs. The best financial planners or wealth managers will set themselves apart with outstanding soft skills.”

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Friday Footnotes: EY Pulls Out of Winston-Salem; Clients Exposed in Data Breach; Deloitte Olympians | 7.14.23

Going Concern

The Office Ernst & Young out of Triad market after closing Winston-Salem office [ Triad Business Journal ] The Triad now has offices for only two of the Big Four global accounting firms. The closure leaves KPMG and PricewaterhouseCoopers as the only Big Four firms with offices in the Triad, both in Greensboro (North Carolina).

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Friday Footnotes: Firms on India Hiring Spree; PCAOB Heads Overseas; PwC Lets You See Your Family This Summer | 5.6.22

Going Concern

The authors posit that one significant factor driving the gender gap in the accounting profession originates with the Uniform CPA Examination. Accordingly, a discrepancy in CPA exam success would indicate a gender gap that arises early in one’s career. Alvarez & Marsal Launches $2.5B

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