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

Accounting Today

JUNE 6, 2025

By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. By Michael Cohn 10h ago Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases.

Technology

Accounting Today

JUNE 6, 2025

Wolters Kluwer releases AI audit documentation solution Wolters Kluwer HQ Wolters Klower announced TeamMate+ AI Editor, a generative AI writing engine designed to enhance the quality of audit documentation with data protection and safeguards. PA, based in the Charlotte metropolitan region, effective July 1.

Technology

Accounting Today

JUNE 6, 2025

Forvis Mazars opened a new office in Minneapolis, to be spearheaded by audit director Tyler Aldridge. By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. MISSOURI Tony Spratte was named the next managing partner of the St.

New Jersey

Accounting Today

JUNE 5, 2025

Summerfield, North Carolina: William Lamar Rhew III has pleaded guilty to wire fraud, money laundering, securities fraud, tax evasion and failure to file returns in connection with a $20 million Ponzi scheme. By Michael Cohn 11h ago Audit Auditors' pessimism about economy surges Audit partners pessimism about the U.S.

Tax

Accounting Today

JUNE 19, 2025

of Fieldale, Virginia, was sentenced to 84 months in prison; his co-conspirator Daniel Heggins of Charlotte, North Carolina, was sentenced to 24 months. Roanoke, Virginia: Two men have been sentenced to prison for wire and tax fraud to obtain title to a $1.3 million home. Herman Estes Jr. In March 2023, Estes made a $1.3

Tax

Accounting Today

JUNE 13, 2025

NORTH CAROLINA The American Institute of CPAs, Durham, and the National Association of State Boards of Accountancy announced this years winners of the Elijah Watt Sells Award, granted to CPA candidates who obtain a cumulative average score above 95.50 7 among Large Employers, up from last years ranking of No.

Technology

Accounting Today

JUNE 26, 2025

in Fayetteville, North Carolina, (effective Jan. Schmitz, San Antonio, indefinite from March 11, 2025. West Virginia: CPA George W. Jordan, Harpers Ferry, indefinite from Dec. Reinstated to practice before the IRS were CPA Willie Cooper Jr., 8, 2025) and CPA Mitchell L. Klein, in New City, New York, (effective July 22, 2024).

Tax

Accounting Today

JULY 1, 2025

EDT 2 Min Read Facebook Twitter LinkedIn Email The Office of Management and Budget is calling for a major overhaul in how federal agencies conduct financial audits. The federal government spends hundreds of millions of dollars each year on financial audits.

audit

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

tax planning

CPA Practice

JULY 7, 2025

Daffer has over 18 years of experience in accounting and healthcare audit. Jason Bramwell Mergers and Acquisitions July 7, 2025  Sorren Adds Williams Overman Pierce in North Carolina Sorren, which formed last spring and is comprised of 13 accounting firms across the U.S., s IT consulting partner.

Tennessee

Going Concern

APRIL 11, 2025

sector leader for asset management; David Neuenhaus appointed tax sector leader for asset management; Matt Giordano appointed audit sector leader and audit service line leader for asset management. IRS audits are at a record low and could plunge even further following President Trumps cuts, the New York Times reported yesterday.

audit

Accounting Today

JULY 2, 2025

By Roger Russell July 2 Accounting North Carolina signs licensure changes bill into law North Carolina Gov. By Jeff Stimpson July 2 Tax CFOs split on impact of Trump tax bill Tariffs and the impact of government debt on the economy remain major concerns, according to a Grant Thornton survey.

North Carolina

Accounting Today

JULY 31, 2025

Charlotte, North Carolina: Former NASCAR team owner Ronald Devine, of Burke, Virginia, has pleaded guilty to failure to pay payroll taxes. By Michael Cohn 1h ago Audit Public companies lose billions to fraud every year U.S.

Tax

CPA Practice

AUGUST 1, 2025

Long is committed to modernizing the IRS and providing a taxpayer experience that meets today’s expectations, which includes giving taxpayers transparency into the status of their tax returns and audits,” the statement said. What is Direct File?

Technology

Accounting Today

JULY 1, 2025

On Tuesday, Ascend added two other firms : BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. WOPs offices are located in Greensboro, Raleigh and Wilmington, North Carolina. Alpine Mar will be able to audit and review financials. As a result.

North Carolina

Accounting Today

JULY 2, 2025

Establishing a robust accounts payable audit trail is also made more efficient through the adoption of a digital payment system. By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. By Paige Hagy 7h ago Like what you see?

Technology

Accounting Today

JUNE 6, 2025

By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. By Michael Cohn 10h ago Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases.

accountant

Accounting Today

JULY 2, 2025

By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. By Jeff Stimpson 7h ago Tax CFOs split on impact of Trump tax bill Tariffs and the impact of government debt on the economy remain major concerns, according to a Grant Thornton survey.

North Carolina

CPA Practice

JULY 23, 2025

This year, Asheville, North Carolina, emerged as a powerful example of the firm’s values in action. The second annual event included more than 2,600 team members who contributed over 10,500 volunteer hours in their communities, helping unlock the potential of nonprofit and civic organizations across the country.

Technology

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

Ohio

Accounting Today

JULY 1, 2025

Senator Thom Tillis of North Carolina, who on Sunday announced he would retire from the Senate, was the sole lawmaker to support keeping the AI provision in the bill. That the provision initially received broad support shows that Republican Party power centers are firmly behind the AI industrys wish for minimal regulatory interference.

North Carolina

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

Accounting Today

JULY 2, 2025

By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. By Jeff Stimpson 7h ago Tax CFOs split on impact of Trump tax bill Tariffs and the impact of government debt on the economy remain major concerns, according to a Grant Thornton survey.

North Carolina

CPA Practice

JULY 31, 2025

Newcomer North Carolina began with income-based prioritization but quickly expanded under political pressure or demand, while Alabama and Louisiana will launch ESA programs in 2025-26 using general state revenues.

Arizona

Accounting Today

JULY 2, 2025

Trump is the best closer," Representative Richard Hudson of North Carolina, one of the Houses vote-counting whips, said predicting a vote on Wednesday. By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. We are going to get this done.

North Carolina

CPA Practice

JULY 10, 2025

1 Spot on CNBC’s Top States for Business List North Carolina bested Texas, Florida, Virginia and Ohio to finish No. 1 Spot on CNBC’s Top States for Business List North Carolina bested Texas, Florida, Virginia and Ohio to finish No. In 2025, North Carolina finished No.

North Carolina

Accounting Today

JULY 1, 2025

By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?

Ohio

ThomsonReuters

JULY 14, 2025

in North Carolina to a high of 9.8% These states include California, Idaho, Montana, and North Carolina. But because the AMT is based on financial statement income, not taxable income, IDC deductions don’t lower taxable income as much as they can for smaller oil and gas companies not subject to the AMT.

North Carolina

MyIRSRelief

JULY 3, 2023

ERC IRS Audit Representation: Your Comprehensive FAQ Guide The Employee Retention Credit (ERC) has been a lifeline for many businesses during challenging times, providing substantial relief. However, with the IRS actively scrutinizing ERC claims, it’s crucial for businesses to understand their rights and options when facing an audit.

audit

MyIRSRelief

MAY 24, 2023

EAs can also represent taxpayers before the IRS in audits, appeals, and collection proceedings. Tax lawyers can help you with a variety of tax issues, including: Audits Appeals Collection proceedings Criminal tax matters If you are facing a complex tax issue, it is important to seek help from a tax lawyer.

North Carolina

MyIRSRelief

MAY 24, 2023

EAs can also represent taxpayers before the IRS in audits, appeals, and collection proceedings. Tax lawyers can help you with a variety of tax issues, including: Audits Appeals Collection proceedings Criminal tax matters If you are facing a complex tax issue, it is important to seek help from a tax lawyer.

North Carolina

CPA Practice

SEPTEMBER 11, 2023

Accounting & Auditing Conference – November 9, 2023 at the WICPA offices in Waukesha, Wisconsin. The North Carolina Association of CPAs or NCACPA recently announced that current CEO Sharon Bryson, M.Ed., The conference offers 16 CPE credits and offers a variety of topics including tax, accounting, and auditing.

CPA

Cherry Bekaert

AUGUST 2, 2023

Opioid Settlement Funds Opioid Settlement Funds were also highlighted, noting that governmental units need to fulfill both the requirements of the North Carolina Memorandum of Agreement (MOA) and the North Carolina Local Government Budget & Fiscal Control Act.

North Carolina

CPA Practice

MARCH 18, 2025

Baldwin currently serves as the executive director of the Council of Internal Auditing for the State Budget and Management Office of the state of North Carolina.

North Carolina

TaxConnex

DECEMBER 22, 2020

The year kicked off with some bold predictions of economic nexus laws continuing to change as more states were poised to enact economic nexus rules and marketplace facilitator laws started to proliferate (among them Hawaii and Illinois, with North Carolina to follow a month later). Learn more here. Learn more here. Learn more here.

Sales

TaxConnex

SEPTEMBER 7, 2023

Sometimes nonprofits and not-for-profits must pay sales tax when they buy items, at least initially, as in North Carolina. During a sales tax audit, one of the first requests from the auditor will be for copies of all exemption certificates for any exemptions claimed on sales tax returns. How important are these certificates?

Sales