Accounting Today

JULY 8, 2025

Global Taxes ( [link] ): Shelved federal ideas aside, New York is moving ahead with its own beneficial ownership information reporting requirement. Wiss ( [link] ): A look at the provisions in New Jerseys new budget, including expansion of the mansion tax and new business incentives in investing and stock capital gains.

Real Estate

Accounting Today

JULY 1, 2025

LMC integrates Kepniss LMC and Kepniss team members at the Springfield, New Jersey, office LMC, a firm based in New York City and an Ascend platform partner, announced that Stephen A. of Springfield, New Jersey, has joined. Bringing assurance services in-house allows us to deliver on that promise."

North Carolina

Accounting Today

JULY 18, 2025

relocate offices; and more news from across the profession. NEW JERSEY Antonio Ribeira was named practice leader for real estate at HBK CPAs & Consultants, Holmdel. By Michael Cohn July 17 Like what you see?

Indiana

Going Concern

JANUARY 10, 2025

Kies currently is Managing Director of the Federal Policy Group, LLC, which is a private-sector firm that provides advocacy services, strategic consulting and technical advice on tax policy matters before the Congress and the Treasury Department. PCAOB lawsuit. It’s free!

New York

Accounting Today

JULY 3, 2025

opens new office in Chattanooga; and more news from across the profession. CALIFORNIA Nick Satterfield was promoted to partner at Wheeler Accountants, San Jose, where he started as an intern in 2014. Lake is a director of tax services at Berkowitz Pollack Brant Advisors + CPAs, where she leads the state and local tax practice.

Technology

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

CPA Practice

OCTOBER 23, 2024

See how top accounting firms have reduced Days Sales Outstanding (DSO) and saved time by modernizing their payment workflow. What you’ll discover: Learn strategies for enhancing efficiency at key touchpoints like engagement letters, invoice delivery, payment collection and reconciliation, and more.

Rhode Island

CPA Practice

NOVEMBER 3, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

New Jersey

CPA Practice

SEPTEMBER 12, 2024

He also worked as an audit manager for a national accounting firm, managing public and private company audits. Allison Haug, CPA, joined the Firm as an Audit Senior Manager with 12 years of experience. She specializes in accounting and audits of insurance companies. She works remotely.

Kansas

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.

Rhode Island

CPA Practice

AUGUST 26, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve?

Rhode Island

CPA Practice

SEPTEMBER 20, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?

Rhode Island

CPA Practice

SEPTEMBER 3, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use?

Rhode Island

CPA Practice

NOVEMBER 2, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

New Jersey

CPA Practice

FEBRUARY 19, 2024

Merlo received her Bachelors in Accounting from the University of Pittsburgh. Caché Heidel , Tax Senior Manager, spent more than half of her 11-year career with a Big 4 accounting firm, helping her clients launch successful IPOs, emerge from bankruptcy and complete large transactions.

New Hampshire

CPA Practice

JANUARY 4, 2024

Wayne, PA-based Stephano Slack has merged in Morgenstern Waxman Ellershaw (MWE), an accounting firm based in Marlton, NJ. We’re excited to welcome such a strong, capable team to the firm and look forward to supporting them in efficiently and effectively serving their clients.” by revenue.

Real Estate

CPA Practice

JULY 19, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

Rhode Island

CPA Practice

MARCH 13, 2023

Perfetto is a registered CPA and holds a bachelor of science in business administration and accounting from the University of Connecticut. Sawhney brings 25 years of experience in the fraud, forensic accounting and litigation support fields to BST & Co.

Real Estate

CPA Practice

FEBRUARY 1, 2024

Merlo received her Bachelors in Accounting from the University of Pittsburgh. Caché Heidel , Tax Senior Manager, spent more than half of her 11-year career with a Big 4 accounting firm, helping her clients launch successful IPOs, emerge from bankruptcy and complete large transactions.

New Hampshire

CPA Practice

SEPTEMBER 17, 2024

With over 17 years of experience at both national and international firms, Matt has honed a dynamic, client-focused approach that consistently delivers value across various industries for start-ups, closely held companies, and multinationals. 1 following a previously announced acquisition of assets.

Construction

CPA Practice

NOVEMBER 4, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?

Rhode Island

CPA Practice

OCTOBER 30, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What software or tools are you using to manage your engagements, or how does your team currently manage client engagements and reporting processes?

Rhode Island