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Four ways tax and accounting professionals can start using agentic AI right now

ThomsonReuters

How you can optimize tax workflows today Your competitors are already using agentic AI to grow capacity, reduce risk, and improve client service. Just ask Plante Moran, an accounting, tax, consulting, and wealth management firm headquartered in Michigan that is setting the standard for what modern tax and accounting services look like.

Tax
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On the move: REDW appoints first OKC principal-in-charge

Accounting Today

GEORGIA Shelly Carmichael Smith + Howard, Atlanta, launched two new tax practices: site selection + incentives, led by Shelly Carmichael, and state and local income tax consulting, led by Brandee Tilman. MICHIGAN Plante Moran, Southfield, promoted 26 people to partner, with the full list available here.

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Professionals on the Move – Sept. 2024

CPA Practice

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.

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Plante Moran Appoints New Managing Partner

CPA Practice

Jason Drake has been named managing partner of Plante Moran, one of the nation’s largest audit, tax, consulting, and wealth management firms. In his nearly 25 years at the firm, he’s focused on audit, consulting, and building and expanding Plante Moran’s international offices and practice, which he led for six years.

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Friday Footnotes: It’s BDO and Forvis Mazars’ Turn to Get Yelled at About Audit Quality; Eat Rice Because Deloitte Asked; PwC CEO’s Secret Bonus | 8.2.24

Going Concern

Get great candidates in tax, audit, and accounting in your inbox every week with no obligation to hire. Ernst & Young, Deloitte and PwC had an average 24 percent deficiency rate in their 2021 audits of public-company financials, up from 13 percent, according to the PCAOB’s most recent data, the Journal reported.

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Professionals on the Move – June 2024

CPA Practice

Makaloba (‘Mak’) Barandao joined Brown Plus as an Audit Senior Associate, specializing in accounting and auditing services. Before joining CohnReznick, Rinke was an international tax principal at a Big Four firm managing large teams of international tax consultants (U.S. She is a graduate of Penn State University.