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PKF O’Connor Davies Picks Up Robert Philipson & Co.

CPA Practice

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.

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Stephano Slack and Morgenstern Waxman Ellershaw Combine

CPA Practice

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.

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Grassi Transitions to ESOP, Alternative Practice Structure

CPA Practice

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.”

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Grassi Transitions to ESOP, Alternative Practice Structure

CPA Practice

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.”

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Professionals on the Move: Feb. 2024

CPA Practice

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.

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Professionals on the Move: Feb. 2024

CPA Practice

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.

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Professionals on the Move – March 2023

CPA Practice

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.