Accounting Today

JUNE 11, 2025

It was founded in 2005 and has offices in Chicago and New York. All rights reserved. Flexpoint Ford , with $8.2 billion in assets under management, specializes in middle-market investments in financial services and complementary industries.

Technology 105

Technology South Carolina tax preparation audit 105

Accounting Today

JULY 16, 2025

By Gene Marks 11h ago Practice management Windsor Path offers PE alternative to firms Windsor Path, a family office-backed platform for accounting firms, acquired WFFA Advisors, the non-attest business of Wagner, Fiber, Fine and Ackerman in New York City. All rights reserved.

Technology 69

Technology audit tax preparation auditor 69

Accounting Today

JULY 16, 2025

In 2023, it acquired New York-based Janover ; Bemel, Ross & Avedon LLP , a Los Angeles-based business management firm; and two entertainment-oriented firms , Royalty Compliance Organization, a music rights and royalty auditing firm in St. All rights reserved.

Technology 59

Technology tax preparation audit auditor 59

Accounting Today

JUNE 6, 2025

RRBB opened a new office at 2107 Route 34 in Wall, New Jersey, the firms seventh office. NEW YORK Ernst & Young, New York, launched a new practice, EY Studio+, designed to deliver customer experience, product and service innovation, and marketing, sales and service transformation for clients.

New Jersey 52

New Jersey Technology Connecticut North Carolina 52

Accounting Today

JUNE 10, 2025

Last year, Plante Moran opened its first office in New York City. As a result of the deal, Sax is now a 62-partner firm with 367 total employees and has five offices between New Jersey, New York, and Mumbai, India, and a remote team spanning 22 U.S. In 2022, Sax acquired David Weiss CPA , also in New York.

New Jersey 52

New Jersey Entertainment Real Estate Technology 52

Withum

JUNE 24, 2025

The deduction was provided under the Tax Cuts and Jobs Act in order to provide more equity in the applied tax rates for pass-through businesses and C Corporations, given that the C Corporation tax rate was decreased from 35% to 21% as part of the legislation.

Tax 72

Tax income tax New York corporation tax 72

Accounting Today

JUNE 25, 2025

All 600+ Melio employees in offices across New York and Tel Aviv will join Xero. All rights reserved. By Chris Gaetano CloseText About Chris linkedin chris-gaetano-870989232/ June 25, 2025, 4:00 p.m. Having worked closely with the Xero team, were excited by our shared purpose to scale in the U.S.

Technology 59

Technology tax preparation audit accounts payable 59

Going Concern

OCTOBER 18, 2024

has entered into an agreement to be acquired by New York-based professional services firm Citrin Cooperman. Why ‘Trust’ in Data is Even More Important in an Era of Global Taxes [ PwC ] We are in a time of unprecedented change in the global tax and compliance landscape — exemplified by the OECD’s Pillar Two.

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audit auditor New York accounting and finance 103

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. All rights reserved.

New Jersey 59

New Jersey Technology tax preparation audit 59

Accounting Today

JUNE 5, 2025

New York: Tax preparer Rafael Alvarez, 61, of Cortland Manor, New York, has been sentenced to four years in prison in connection with a decade-long, $145-million tax fraud. From around 2010 to 2020, Alvarez was the CEO, owner and manager of ATAX New York, also d.b.a. All rights reserved.

Tax 59

Tax tax preparation North Carolina tax return 59

Accounting Today

JUNE 6, 2025

All rights reserved. Avalara launches APIs for 1099, W-9 solutions Scott McFarlane, chief executive officer of Avalara Inc.,

Technology 59

Technology audit E-commerce tax preparation 59

Accounting Today

JUNE 13, 2025

NEW YORK Will Williams Will Williams was elected the next chair of KPMGs Americas region, beginning July 1 and succeeding Paul Knopp, who has held the position since 2020. The Bonadio Group, Rochester, was named to Fortunes 2025 Best Workplaces in New York list, moving up one slot from last year to rank No.

Technology 45

Technology cpas New York Indiana 45

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. All rights reserved.

Technology 59

Technology Pennsylvania tax preparation Illinois 59

Accounting Today

JUNE 23, 2025

We just kept growing and we were primarily a New York City and Long Island based firm. So we also wanted to get out of our, just being a New York based firm, so we sat down and came up with a business plan that was totally based on geography at that point. (17:17): All rights reserved. Jeff Weiner (16:18): Yeah.

accounting firms 95

accounting firms Technology accounting and finance audit 95

MyIRSRelief

OCTOBER 11, 2024

Common personal tax services: Individual income tax returns Tax return amendments Tax extensions Estimated tax payments Tax refund maximization Business Tax Preparation Business owners face unique tax challenges, including corporate taxes, payroll taxes, and sales taxes.

tax services 130

tax services payroll tax Tax tax preparation 130

Going Concern

OCTOBER 25, 2024

For the second year in a row, New York-based accounting firm PKF O’Connor Davies took the #1 spot on Vault’s Best Overall Internships list. million in tax breaks to ineligible homeowners, comptroller says [ Gothamist (New York)] New York City’s Department of Finance mistakenly handed out $6.5

accounting and finance 58

accounting and finance audit Florida Missouri 58

Accounting Today

JUNE 26, 2025

New York: CPA Kimberly Johnson, Bronx, indefinite from Nov. Klein, in New City, New York, (effective July 22, 2024). San Jose, California: Execs Lalo Valdez and Matthew Olson have pleaded guilty to not paying over employment taxes to the IRS. All rights reserved. Gordon, Raymond, indefinite from Feb.

Tax 71

Tax Technology tax preparation CPA 71

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. All rights reserved. By Paige Hagy 8h ago Like what you see?

audit 64

audit North Carolina Technology Ohio 64

Accounting Today

JUNE 9, 2025

There were corporate tax provisions which were permanent, (02:20): And there were the individual and estate provisions, which under that law are scheduled to sunset at the end of this year. So youre in New York, you get a job in California, you relocate. All rights reserved. You cannot claim that as a deduction.

Washington 52

Washington New York Florida Tax 52

Accounting Today

JULY 8, 2025

By Michael Cohn 6h ago Tax New scams, new weapons to fight client ID theft The IRS is warning tax professionals about a host of new and resurgent fraud schemes. All rights reserved.

Technology 113

Technology tax preparation audit corporation tax 113

Accounting Today

JULY 16, 2025

By Gene Marks 11h ago Practice management Windsor Path offers PE alternative to firms Windsor Path, a family office-backed platform for accounting firms, acquired WFFA Advisors, the non-attest business of Wagner, Fiber, Fine and Ackerman in New York City. All rights reserved.

Technology 64

Technology audit tax preparation auditor 64

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. All rights reserved. By Paige Hagy 8h ago Like what you see?

tax planning 64

tax planning Tax North Carolina accounting standards 64

Going Concern

JUNE 16, 2025

Deloitte announced Zora AI in a press release on March 18 soon after launching Zora.ai, identical to plaintiffs’ domain Zora.co, according to the complaint filed Wednesday in the US District Court for the Southern District of New York. Note: Zora is a client.

accountant 63

accountant accounted Account Non-Profits 63

Accounting Today

JULY 8, 2025

By Michael Cohn 6h ago Tax New scams, new weapons to fight client ID theft The IRS is warning tax professionals about a host of new and resurgent fraud schemes. All rights reserved.

Technology 126

Technology audit tax preparation corporation tax 126

Accounting Today

JULY 2, 2025

Avalara ( [link] ): An updated list of states sales tax holidays. Wiss ( [link] ): How to get ready for New York States new Secure Choice Savings Program, a state-mandated automatic-enrollment Roth IRA for employers who dont already offer a qualified retirement plan. All rights reserved.

North Carolina 59

North Carolina tax preparation Technology audit 59

Accounting Today

JULY 8, 2025

EDT 2 Min Read Facebook Twitter LinkedIn Email CohnReznick's Dallas office CohnReznick, a Top 25 Firm based in New York, is expanding to Richmond, Virginia, by combining with Piascik & Associates, a firm offering specialized tax services, effective July 1. All rights reserved. Baltimore, Charlotte, and South Florida.

Technology 59

Technology tax preparation Virginia audit 59

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 59

Real Estate tax preparation Technology Gambling 59

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. Kepniss and Di Palma founded their firm in 1994, and it specializes exclusively in tax services.

North Carolina 59

North Carolina Ohio Technology New Jersey 59

Accounting Today

JULY 8, 2025

By Michael Cohn 6h ago Tax New scams, new weapons to fight client ID theft The IRS is warning tax professionals about a host of new and resurgent fraud schemes. All rights reserved.

Technology 59

Technology audit tax preparation corporation tax 59

Dent Moses

JUNE 9, 2025

Corporate Tax Rate Unchanged Despite prior campaign discussion of lowering the corporate tax rate to 15%, the bill does not propose a change from the current 21%. This proposal faces strong pushback from the GOP’s SALT caucus, mainly representatives from high-tax states like New York.

Tax 52

Tax corporation tax income tax New York 52

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. All rights reserved.

Indiana 64

Indiana Technology Real Estate New Jersey 64

Accounting Today

JULY 11, 2025

All rights reserved. The program was created to empower young people with real-world financial decision-making skills through in-person workshops and gamification activities.   OKLAHOMA Kyle Stewart Kyle Stewart was appointed the first principal-in-charge of the Oklahoma City office at REDW Advisors & CPAs.

Oklahoma 72

Oklahoma Technology tax preparation audit 72

Accounting Today

JUNE 25, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email The Bonadio Group's office building in Buffalo, New York The Bonadio Group, a Top 50 Firm based in Pittsford, New York, is taking aim at the growing problem of elder financial abuse by helping protect senior citizens. All rights reserved.

Technology 64

Technology tax preparation Hospitality audit 64

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. All rights reserved. By Paige Hagy 8h ago Like what you see?

Ohio 59

Ohio North Carolina Technology tax preparation 59

Accounting Today

JULY 3, 2025

The jobs report came as the House convened to pass Republicans sprawling tax bill after President Trump pressured recalcitrant GOP holdouts to overcome their objections ahead of a self-imposed July 4 deadline. All rights reserved.

accountant 45

accountant accounted Account payroll 45

Accounting Today

JUNE 27, 2025

It wasnt immediately clear whether enough of the so-called SALT Republicans in the House would accept that proposal and drop their threats to block President Donald Trumps massive tax and spending package. The House version of Trumps massive tax and spending package put curbs on those workarounds. All rights reserved.

Tax 52

Tax Technology New Jersey tax planning 52

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. All rights reserved. By Paige Hagy 8h ago Like what you see?

North Carolina 96

North Carolina Tax Technology Ohio 96