CPA Practice

JULY 7, 2025

David Samayoa Alvarado (New York), a graduate of Ramapo College of New Jersey with a Bachelor of Science in accounting and a Bachelor of Science in finance, is employed with PricewaterhouseCoopers LLP in New York, NY.

cpas

Accounting Today

JUNE 6, 2025

Forvis Mazars opened a new office in Minneapolis, to be spearheaded by audit director Tyler Aldridge. NEW JERSEY John Szczomak John Szczomak, member of Smolin, Lupin & Co., NEW JERSEY John Szczomak John Szczomak, member of Smolin, Lupin & Co.,

New Jersey

Accounting Today

JULY 18, 2025

Bizora announces new version of AI-driven tax platform ThongSam - stock.adobe.com Tax research solutions provider Bizora announced the latest version of its tax platform, which functions as an AI-driven assistant capable of answering straightforward tax queries. By Michael Cohn July 17 Like what you see?

Technology

Going Concern

JULY 11, 2025

CPA society leader Johnson sanguine about future of profession [ ROI-NJ ] Aiysha Johnson, executive director at the New Jersey Society of CPAs and the first Black woman to lead the state CPA society, is optimistic about the future of the profession. percent of staff holding licenses in 2024.

cpa firm

TaxConnex

JUNE 19, 2025

New Jersey, meanwhile, has repealed its annual sales tax holiday for certain school supplies and sports or recreational equipment. Sales tax audits, and the inability to prepare for them, also remain a top worry among execs in our recent survey; many states are also beginning to do virtual audits.) A recent U.S.

Sales

Accounting Today

JULY 17, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Sax, a Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, a private equity firm with offices in Brussels and New York, the latest firm to receive a PE investment. Sax ranked No. By Michael Cohn July 17 Like what you see?

New Jersey

MyIRSRelief

OCTOBER 11, 2024

Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS) for tax issues including audits, collections, and appeals. IRS and State Tax Audit Representation One of the most valuable services provided by Enrolled Agents is representation during IRS and state tax audits.

tax services

CPA Practice

JULY 7, 2025

Grant Thornton Appoints Rick Surrett as CFO, Succeeding Longtime Leader Muhammad Bhayat Grant Thornton, one of America’s largest brands of professionals providing end-to-end audit, assurance, tax and advisory services, recently named Rick Surett as its new chief financial officer (CFO).

North Carolina

TaxConnex

MAY 8, 2025

Failure to do could result in an audit by a state and a company being assessed the tax it should have charged with no statute of limitations. New Jersey doesnt tax SaaS but does tax downloaded software unless that software is sold to a business. Some states exempt SaaS from taxation, but this too varies widely.

South Dakota

Shay CPA

JULY 16, 2025

That’s exactly what happened to one of our clients—a VC-backed New Jersey tech firm—when a former California-based remote employee applied for unemployment benefits in 2021. Suddenly, the State of California decided to audit and claimed almost $480,000 was due. million in 2021.

Delaware

Withum

NOVEMBER 19, 2024

As an industry leader and premier supplier, they pride themselves on manufacturing best-in-class products in New Jersey for their customers nationwide. This resulted in data being manipulated, whether correctly or incorrectly, without an audit trail of who made the changes. without supervisor approval.

NetSuite

TaxConnex

JANUARY 23, 2025

New Jersey, North Carolina, New York and a few other states have specific rules around capital improvements, often distinguishing material improvements to the property (extending the life of the property or expanding its usefulness). Capital improvements.

Sales

Accounting Today

JULY 24, 2025

West Long Branch, New Jersey: Resident Matthew Tucci has pleaded guilty to tax evasion. He underreported his taxable personal income, which resulted in his evading at least $1.9 million in income tax. Heaton was also ordered to pay a $95,000 fine and $1,947,906.79 in restitution, which he paid at sentencing.

Tax

Accounting Today

JULY 17, 2025

By Daniel Hood July 17 Practice management Sax scores private equity investment The Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, the latest firm with a PE investment. By Michael Cohn July 17 Like what you see?

Technology

Accounting Today

JULY 25, 2025

NEW JERSEY Dan Laidlaw Dan Laidlaw was hired as a partner at Rosenberg Rich Baker Berman and managing member at RRBB Advisors, Somerset, joining the assurance and SEC practices. MICHIGAN Laura LaPeer was appointed chief financial officer at UHY, Farmington Hills.

Rhode Island

Accounting Today

JUNE 27, 2025

names co-MP By Danielle Lee June 27, 2025 11:37 AM Facebook Twitter LinkedIn Email ICPAS bestows 2025 Lifetime Achievement Award; UHY appoints first chief growth officer; and more news from across the profession. NEW JERSEY Withum building in Princeton, N.J.

Technology

Going Concern

OCTOBER 25, 2024

. — Going Concern (@going_concern) October 23, 2024 Local Potsdam village officials to begin search for new auditing firm [ North Country Now (New York)] The country-wide municipal mess continues… The village [of Potsdam, NY] is looking for a new firm to complete its annual fiscal audit.

accounting and finance

Accounting Today

JUNE 9, 2025

Dan Hood (17:53): We tend to be focusing on New York. We know New York, but, Neil Fishman (17:57): But the big thing was Dan Hood (17:58): New Jersey, Illinois, California all have Neil Fishman (18:01): Similar places.

Washington

Accounting Today

JULY 17, 2025

Brown Plus C&D Cg Tax, Audit & Advisory Clark, Raymond & Co. By Daniel Hood July 17 Practice management Sax scores private equity investment The Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, the latest firm with a PE investment. Boyer & Ritter Bregante + Co.

accountant

Accounting Today

JULY 21, 2025

Paramus, New Jersey: CPA Ofer Gabbay has pleaded guilty to conspiring to defraud the U.S. By Jeff Stimpson 6h ago Audit SEC names George Botic as acting chair of PCAOB The Securities and Exchange Commission has tapped George Botic as acting chair of the Public Company Accounting Oversight Board after Erica Williams departure.

Rhode Island

Accounting Today

JULY 17, 2025

By Daniel Hood July 17 Practice management Sax scores private equity investment The Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, the latest firm with a PE investment. By Michael Cohn July 17 Like what you see?

Technology

CPA Practice

JULY 25, 2025

Many states, but not all, including notably California and New Jersey, do not follow the federal treatment of QSBS. [2] 2] Section 1202(c)(1). [3] 3] Section 1202(c)(1)(A) provides that QSBS is stock in a C corporation if “as of the date of issuance, such corporation is a qualified small business.”

income tax

Accounting Today

JUNE 10, 2025

Making choices Taxable Talk ( [link] ): Just send that return for all to see: Missouri has joined New Jersey in the bloggers hall of shame for encouraging identity theft. region heads toward a likely recession, local policymakers will need to look to new revenue sources to help lessen the pain.

tax preparation

Withum

MAY 7, 2025

I, along with Pat, Bill, and Brad, am featured on the New Jersey list; Jim is on the New York list; and Chris is on the California list. Final Thoughts As we are adding strength and capabilities in everything that is new, we are growing our strength in our traditional auditing and tax services.

cpas

Accounting Today

JULY 31, 2025

Paramus, New Jersey: CPA Ofer Gabbay has pleaded guilty to conspiring to defraud the U.S. By Michael Cohn 1h ago Audit Public companies lose billions to fraud every year U.S. The charge of failure to truthfully account for and pay over trust fund taxes carries a maximum of five years in prison and a $250,000 fine.

Tax

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. Alpine Mar will be able to audit and review financials. As a result.

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

Accounting Today

JULY 11, 2025

NEW JERSEY Matt Sampson Matt Sampson was hired as a senior manager in the audit and assurance department at RRBB, Somerset. Brown Plus, Camp Hill, promoted: Amanda Moats to audit manager; and Trinity Benedict and Megan Duffy to tax senior associates. ILLINOIS Jason Van de Loo was appointed CEO at Choreo, Chicago.

Oklahoma

Withum

JANUARY 20, 2025

Withum held its annual State of the Firm event on Tuesday, January 14, at the New Jersey Performing Arts Center (NJPAC), Newark, NJ. Nearly 1,500 team members gathered with another 1,000 online to hear the latest updates on the firm’s growth in advisory, tax and audit services and the vision for the future.

New Jersey

Accounting Today

JUNE 27, 2025

GOP lawmakers from New York, New Jersey and California have pressed to preserve a deal included in the House bill that increased the deduction cap to $40,000, up from the $10,000 in current law, for 10 years. The original Senate draft kept the write-off at $10,000.

Tax

Going Concern

JANUARY 10, 2025

We admire your unshakeable faith in the integrity of audit firms, Fred. The unconstitutionally structured PCAOB is a bespoke quasi-governmental regulator created by the Act to regulate the public auditing profession. What are they invested in? They are invested in daily liquid index funds, mostly the S&P 500, for 50 years.

New York

Accounting Today

JULY 3, 2025

opens new office in Chattanooga; and more news from across the profession. By Michael Cohn July 3 Technology Tech news: Wolters Kluwer adds document summaries, tool directory to CCH AnswerConnect Plus, FileAI announces V2 platform launch; Foxit launches PDF and Document Workflow APIs; and other accounting tech updates.

Technology

Accounting Today

JUNE 24, 2025

Among the remaining areas of contention is increasing the state and local tax deduction, a critical issue for House lawmakers from New York, New Jersey and California. Studer CPA and Michael Studer for repeat violations related to a 2019 audit.

Tax

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

JULY 17, 2025

New York, Nevada and Texas saw the largest unadjusted increases, while claims fell in Michigan, New Jersey and Tennessee. unemployment benefits declined for a fifth week in a row to the lowest level since mid-April, showing a resilient job market. Still, some large companies such as Recruit Holdings Co. and Intel Corp.

Technology

Accounting Today

JULY 18, 2025

By Daniel Hood July 17 Practice management Sax scores private equity investment The Top 75 Firm based in Parsippany, New Jersey, has received a minority investment from Cobepa, the latest firm with a PE investment. By Michael Cohn July 17 Like what you see?

Rhode Island