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Friday Footnotes: Bob Moritz Disappoints Us; ERC Window Slamming Shut; 2024 Sucks For Firms? | 3.22.24

Going Concern

Day will join the FASB from Ernst & Young LLP (EY), the global accounting and professional services firm, where he is a partner working in Professional Practice. Mr. Day has spent most of his 38-year accounting career at EY, which he initially joined in 1986 on the audit staff in St. Louis, Missouri. I wanted an adventure.”

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

CPA Practice

While private equity firms getting into bed with accounting firms has been all the rage lately , the Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm. 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

While private equity firms getting into bed with accounting firms has been all the rage lately , the Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm. Yesterday’s] deal is a first of its kind in the accounting profession!

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Professionals on the Move: Sept 2023

CPA Practice

Boston, Massachusetts Zachary Smargon, CPA, MSA, of South Boston, MA, has been promoted to Manager in the assurance practice. Woburn, Massachusetts Amanda Auriemma, CPA, of Wakefield, MA, has been promoted to Manager in the assurance practice. She earned her bachelor’s degree in accounting from the University of Massachusetts Amherst.

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Professionals on the Move – Dec. 2023

CPA Practice

He earned his bachelor’s degree in business administration from the Principia College and completed accounting courses at the University of Missouri (St. Calvetti Ferguson introduces new partner Calvetti Ferguson, a nationally recognized middle-market CPA firm, has proudly introduced Nicholas McClay as their newest partner in Nashville.

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