CPA Practice

JULY 7, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Mergers and Acquisitions July 7, 2025  Sorren Adds Williams Overman Pierce in North Carolina Sorren, which formed last spring and is comprised of 13 accounting firms across the U.S., He is admitted to the New York State Bar and the U.S. Supreme Court.

North Carolina

Accounting Today

JUNE 6, 2025

CALIFORNIA Janet Shepard Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine. By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co.

New Jersey

Accounting Today

JUNE 6, 2025

Accounting firm-focused payments solutions provider CPACharge announced a new partnership with SafeSend , part of Thomson Reuters. By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. This acquisition offers users up-to-date U.S.

Technology

Accounting Today

JUNE 5, 2025

CPA Timothy Trifilo has been sentenced to 20 months in prison for making a false statement on a mortgage loan application and for not filing an income tax return. By Jeff Stimpson 9h ago Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. Washington, D.C.:

Tax

CPA Practice

JULY 7, 2025

Ascend has expanded its presence on the East Coast by adding two more accounting firms to its platform—Tronconi Segarra & Associates in Williamsville, NY, and BGW in Charlotte, NC—effective July 1.

North Carolina

Accounting Today

JUNE 13, 2025

ILLINOIS Elliot Findlay was named the new chief operating officer and a member of the executive committee at Grant Thornton, Chicago, succeeding Jim Peko, who is now the firms CEO. across four sections of the Uniform CPA Examination, pass the four sections on their first attempt and have completed testing in 2024. Read the full story.)

Technology

Accounting Today

JUNE 26, 2025

Fulton, Agoura Hills, indefinite from March 18, 2025; CPA Mark L. 1, 2024; and CPA Walter W. Tuggle, Duluth, indefinite from March 18, 2025; CPA William B. Tomasello, Forest Park, and CPA Victor C. Indiana: CPA Michael M. Missouri: CPA William R. New York: CPA Kimberly Johnson, Bronx, indefinite from Nov.

Tax

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

audit

CPA Practice

JULY 7, 2025

Thanks for reading CPA Practice Advisor! Jason Bramwell Mergers and Acquisitions July 7, 2025  Sorren Adds Williams Overman Pierce in North Carolina Sorren, which formed last spring and is comprised of 13 accounting firms across the U.S., © 2025 Firmworks, LLC. © 2025 Firmworks, LLC. All rights reserved.

Tennessee

Accounting Today

JULY 1, 2025

The goal is to help ensure that tax planning decisions take into account the public interest, including a credible basis in laws and regulations and that they take into consideration the potential reputational, commercial, and broader economic consequences to which the tax planning arrangement could give rise.

tax planning

Going Concern

APRIL 11, 2025

Salaries for accountants are starting to increase after lagging for years, experts said. But staff reporting to the overarching Asia-Pacific geographic grouping, which is being pared back significantly, are likely to be part of another round of redundancies at the consulting and accounting giant. KPMG Appoints Three Leaders in the U.S.

audit

Accounting Today

JULY 2, 2025

By Roger Russell July 2 Accounting North Carolina signs licensure changes bill into law North Carolina Gov. Josh Stein signed into law a bill that adds an additional pathway to CPA licensure, effective Jan. Jeff Stimpson Freelance writer For reprint and licensing requests for this article, click here.

North Carolina

Accounting Today

JULY 31, 2025

Charlotte, North Carolina: Former NASCAR team owner Ronald Devine, of Burke, Virginia, has pleaded guilty to failure to pay payroll taxes. The charge of failure to truthfully account for and pay over trust fund taxes carries a maximum of five years in prison and a $250,000 fine.

Tax

Accounting Today

JULY 1, 2025

Ascend is a strategic partner for regional accounting firms backed by private equity firm Alpine Investors. On Tuesday, Ascend added two other firms : BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. LMC joined Ascend in 2023.

North Carolina

Accounting Today

JULY 2, 2025

Technology Fraud Fraud prevention Digital payments MORE FROM ACCOUNTING TODAY Practice management CPA develops tools for accountants with dentist, veterinarian clients Bassim Michael has created Practice Gauge, a cloud-based analytics platform for his fellow accountants to use with their dentistry and veterinary clients.

Technology

Accounting Today

JUNE 6, 2025

Accounting Payroll DoL Employment data Recruiting MORE FROM ACCOUNTING TODAY Technology XcelLabs launches to help accountants use AI Jody Padar and Katie Tolin debuted a training and technology platform, in partnership with the Pennsylvania Institute of CPAs and CPA Crossings.

Account

Accounting Today

JULY 2, 2025

Roger Russell Senior Editor, Accounting Today mailto linkedin For reprint and licensing requests for this article, click here. By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. By Paige Hagy 7h ago Like what you see?

North Carolina

CPA Practice

JULY 23, 2025

This year, Asheville, North Carolina, emerged as a powerful example of the firm’s values in action. Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals.

Technology

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

Ohio

Accounting Today

JULY 1, 2025

Senator Thom Tillis of North Carolina, who on Sunday announced he would retire from the Senate, was the sole lawmaker to support keeping the AI provision in the bill. That the provision initially received broad support shows that Republican Party power centers are firmly behind the AI industrys wish for minimal regulatory interference.

North Carolina

CPA Practice

OCTOBER 22, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions. million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

payroll

Accounting Today

JULY 2, 2025

By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. Josh Stein signed into law a bill that adds an additional pathway to CPA licensure, effective Jan. By Paige Hagy 7h ago Like what you see?

North Carolina

Accounting Today

JULY 2, 2025

Trump is the best closer," Representative Richard Hudson of North Carolina, one of the Houses vote-counting whips, said predicting a vote on Wednesday. By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. We are going to get this done.

North Carolina

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

Ohio

CPA Practice

OCTOBER 10, 2024

CPA Practice Advisor wants to highlight those in the accounting and tax communities who have begun or are in the process of mobilizing efforts to help those impacted by Hurricane Helene. Florida Institute of CPAs FICPA hosted a webinar on Oct. [Updated on Oct. 10; originally posted on Oct. It can be found here.

North Carolina

CPA Practice

MAY 18, 2023

The American Institute of CPAs has announced the 50 winners of the 2022 Elijah Watt Sells Award. This award is granted to CPA candidates who obtain a cumulative average score above 95.50 across all four sections of the Uniform CPA Examination, pass all four sections on their first attempt and have completed testing in 2022.

CPA

CPA Practice

NOVEMBER 6, 2023

State CPA Society News & Updates is a round-up of recent announcements and initiatives by CPA associations in the United States and its territories. 11-14 in Durham, North Carolina. It features career-development workshops and sessions with some of the accounting profession’s most prominent influencers.

CPA

CPA Practice

MAY 8, 2023

Shortly after Fortune released its ranking of the 100 best companies to work for in 2023, which included a smattering of public accounting firms , the business magazine came out with its inaugural ranking of the best online master’s degree programs in accounting.

North Carolina

CPA Practice

SEPTEMBER 30, 2024

Over the past 20 years, accounting firm leaders have been challenged by a rapidly evolving technological landscape that promises greater productivity and efficiency – keys to modern successful firms – to those who are able to evaluate and implement the solutions that best optimize client service and firm management.

CPA

Going Concern

JUNE 23, 2023

Talent How Can the Accounting Profession Attract a Diverse Generation Z? [ The CPA Journal ] Generation Z is beginning to enter the workforce, bringing with it a demographic shift that will affect every facet of American society, including the accounting profession. My concern is that it goes beyond KPMG.”

cpa firm

CPA Practice

NOVEMBER 28, 2023

It’s not quite a “ mega merger ,” but a top 100 CPA firm and a top 200 CPA firm will be merging on Jan. Dean Dorton, based in Lexington, KY, and VonLehman CPA & Advisory Firm, based in Fort Wright, KY, announced their marriage on Tuesday. Photo courtesy of Dean Dorton.)

North Carolina

Going Concern

MARCH 6, 2023

Just the other day we were talking about initiatives around the profession to ease the burden of the 150 hour requirement for CPA licensure that tie together education and work experience , like work-for-credit programs or 5th year education partnerships between firms and universities. ” …who’s gonna tell him?

North Carolina

CPA Practice

SEPTEMBER 17, 2024

John holds a Bachelor of Science in Accounting from Oral Roberts University and an Executive MBA from the University of Tennessee, and he has been a certified public accountant since 1989. As a CPA, John has considerable experience in public and private accounting for the technology industry.

Tax

CPA Practice

JULY 8, 2024

AICPA News is a collection of recent announcements from the American Institute of CPAs and the Chartered Institute of Management Accountants. Shortly before his passing, he became the first African American and youngest chair of the North Carolina Association of CPAs board of directors.

cpas

CPA Practice

FEBRUARY 11, 2025

The Atlanta-based top 100 accounting firm has acquired Smith Kesler & Co., a construction accounting-focused practice with four offices across North Carolina and South Carolina, effective Jan.

South Carolina

Going Concern

FEBRUARY 3, 2023

Big 4 EY considers handing retired US partners cut of proceeds from spin-off [ Financial Times ] EY has told retired US partners it is considering giving them a cut of the proceeds from a spin-off of its consulting arm, after complaints that the firm’s leadership is cashing in on a business built by previous generations. Ha ha,” he chuckles.

cpas

CPA Practice

AUGUST 23, 2023

When it comes to a corporation’s relationship with its accounting firm, the firm itself is less important than the partner who leads its engagement team in lowering its tax rate, according to a new study from Iowa’s Tippie College of Business. The answer is that it’s the partner that matters much more than the accounting firm.”

business tax