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Spotlighting Women in Advisory Practice: “We needed to focus on what people wanted,” says Erin Heath, CPA

ThomsonReuters

There are many paths to accountancy, but this is one we don’t hear of often:  Erin Heath   grew up on a cattle ranch in South Dakota, where many of her “ranch-hand” duties sparked her interest in numbers. But it was an introduction to accounting class in high school that paved the way. “It

CPA 98
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Wealth Management Firm Buys BerganKDV in ‘First of Its Kind’ Deal

CPA Practice

A wealth management firm, which had more than $210 billion in combined assets under management and advisement as of Dec. 31, 2022, went shopping recently and bought itself one of the 100 largest accounting firms in the U.S. Yesterday’s] deal is a first of its kind in the accounting profession!

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Wealth Management Firm Buys BerganKDV in ‘First of Its Kind’ Deal

CPA Practice

A wealth management firm, which had more than $210 billion in combined assets under management and advisement as of Dec. 31, 2022, went shopping recently and bought itself one of the 100 largest accounting firms in the U.S. 3 on Barron’s Top 100 Registered Investment Advisor Firms for 2022 , acquired St.

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Friday Footnotes: How Are Firms Actually Using Data Analytics?; KPMG and BDO on the Move | 9.15.23

Going Concern

A number of accounting firms,1 public companies, professional membership associations and other key stakeholders raised concerns. In addition, in a rare occurrence, PCAOB board members Christina Ho and Duane DesParte — the only two certified public accountants on the board — issued public dissents when the PCAOB issued the proposal.

audit 100
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Accountants Aren’t the Most Concerned About AI’s Impact—Except in One State

CPA Practice

While not first, accountants were the third-most worried about AI, according to the study. DevRev said, “AI is used in accounting firms to generate financial reports and arrange expenses efficiently.

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SMB Tax Complexity Preserves Role For The Human Accountant

PYMNTS

For some entrepreneurs, those restrictions may lead them to automated software that pulls the accounting function within a company’s walls. In January, reports said CPAs had urged the Internal Revenue Service (IRS) to further clarify the rules , despite having issued previous guidelines to address some of the uncertainty.

Tax 77
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What Every Advisor Should Know About the Cannabis Industry

Anders CPA

In this podcast episode from the Summit Virtual CFO by Anders Modern CPA Success Show , Tom Wadelton is joined by colleagues, Christy Buchanan and Guillermo Rodriguez , as they discuss the cannabis industry as a niche for accounting firms. Welcome to this episode of the Modern CPA Success Show. So be listening for that.