CPA Practice

JUNE 6, 2023

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!

South Dakota 52

South Dakota cpa firm Nebraska Iowa 52

CPA Practice

JUNE 6, 2023

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!

South Dakota 52

South Dakota Minnesota cpa firm Nebraska 52

CPA Practice

JANUARY 12, 2024

Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the the 2023 Thomson Reuters Synergy user conference. Transcript (Note: There may be typos due to automated transcription errors.) Welcome to Technology Lab, Brian, and I owe you a update on Thompson Synergy Conference this year.

Technology 40

Technology Account accountant accounted 40