CPA Practice

JUNE 6, 2023

Top 20 accounting firm Armanino has acquired Los-Angeles-based business management CPA firm Bemel, Ross & Avedon, which provides services to some of the country’s leading entertainers and executives in the film and music industry. Terms of the deal, which closed on June 1, were not disclosed.

cpa firm 52

cpa firm CPA Entertainment tax consultant 52

Going Concern

JANUARY 6, 2023

“When you have a massive financial collapse like FTX, there are going to be many, many institutions—and perhaps individuals—who allegedly profited improperly along the way,” said Samuel Issacharoff, a New York University law professor. based IPA 100 firm Withum (FY22 net revenue of $425.3 million) is merging in Braintree, Mass.-based

cpa firm 52

cpa firm CPA New Hampshire Ohio 52

CPA Practice

MAY 8, 2024

Top 25 accounting firm Citrin Cooperman has acquired Maier Markey & Justic (MMJ), a White Plains, NY-based CPA firm, expanding the firm’s presence in the New York City metro area. Financial terms of the deal weren’t disclosed.

Real Estate 59

Real Estate cpa firm Healthcare New York 59

CPA Practice

SEPTEMBER 18, 2023

Robert Keebler, a partner at Green Bay, WI-based CPA firm Keebler and Associates, called Kess “a wonderful man and one of the visionaries of the profession.” “Sid He also had been a senior consultant to top 25 accounting firm Citrin Cooperman. 14, 1926, in New York City, served in the U.S. Baruch College.

Tax 111

Tax cpas CPA New York 111

CPA Practice

APRIL 9, 2024

Reid, with offices in Long Island, New York City, and Boca Raton, FL, is a full-service tax and accounting firm founded in 1992. Under the terms of the partnership, Reid CPAs transferred its tax and advisory business to a new entity that will just be called Reid, owned by Crete PA and the Reid partners but is not a CPA firm.

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cpas cpa firm accounting and finance CPA 59

CPA Practice

FEBRUARY 27, 2023

Daniel Garigen, who holds a 40% stake in Dansa D’Arata & Soucia CPAs LLP, has accused managing partner Eric Soucia of financial and workplace misconduct in a lawsuit filed this month in New York Supreme Court that seeks to force Soucia to give up control of the company.

cpa firm 52

cpa firm CPA Non-Profits cpas 52

Withum

MARCH 10, 2022

New York City was certainly no exception, and perhaps no industry has been impacted as severely as the live theatrical entertainment industry. Continuously providing additional guidance regarding this new program, New York has officially set forth new Agreed Upon Procedures (AUPs) to be performed by a pre-qualified CPA firm.

Tax 72

Tax cpa firm Entertainment New York 72

CPA Practice

FEBRUARY 1, 2023

I’m excited to welcome the SobelCo team members to the CLA family as we continue to expand our reach into New Jersey, New York, and surrounding areas.” Because of this, the SobelCo team was much sought after by many of the regional and national firms in the Northeast.

New Jersey 98

New Jersey Pennsylvania New York cpa firm 98

CPA Practice

SEPTEMBER 26, 2023

Garden City will be Armanino’s second location in New York; the firm has had an office in New York City since 2021. Together they will accomplish great things and become an even greater force in the New York market and eventually the broader Northeast region.”

Real Estate 59

Real Estate New York accounting firms cpa firm 59

CPA Practice

MAY 10, 2024

FORVIS adds two managing directors to State & Local Tax team FORVIS , an integrated professional services firm has hired two new managing directors to bolster its State & Local Tax (SALT) practice in two key markets. Karin Ecroyd has joined the firm in New York City, New York, and Scott Smith has joined in Nashville, Tennessee.

Tennessee 52

Tennessee audit New York income tax 52

CPA Practice

OCTOBER 4, 2023

The Bonadio Group, a top 50 accounting firm based in Pittsford, NY, is merging in a top 400 CPA firm—Dallas-based Howard LLP. For those reasons and more, Howard is the ideal CPA firm for us to join with as we seek to provide superior service for our clients and increased development opportunities for our people.”

Texas 52

Texas cpa firm CPA New York 52

Going Concern

FEBRUARY 1, 2023

I’m excited to welcome the SobelCo team members to the CLA family as we continue to expand our reach into New Jersey, New York, and surrounding areas.” Because of this, the SobelCo team was much sought after by many of the regional and national firms in the Northeast.

New Jersey 85

New Jersey Pennsylvania New York cpa firm 85

BuildYourFirm

MARCH 26, 2020

Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? He is an avid rower, enjoys reading, and regularly travels to the Finger Lakes region of upstate New York. That’s what Luke Gheen, founder of Gheen & Co.

CPA 130

CPA Colorado cpa firm cpas 130

CPA Practice

JANUARY 8, 2024

Top 30 accounting firm UHY has entered Massachusetts by merging with Wayland-based CPA firm Paresky Flitt & Co. The combination expands Farmington Hills, MI-based UHY’s presence in the Northeast, as the firm has 10 offices throughout New York, Connecticut, and New Hampshire. offices.

Massachusetts 52

Massachusetts New Hampshire Connecticut cpa firm 52

CPA Practice

MARCH 15, 2024

Financial terms of the deal haven’t been disclosed, but the Financial Times reported today that Grant Thornton has agreed to sell “a majority stake” to New Mountain Capital, an investment firm headquartered in New York City. accounting firm by revenue, with more than $900 million coming from H&F.

Legal 80

Legal Technology New York accounting firms 80

Going Concern

JANUARY 29, 2024

This is part of why New York Governor Kathy Hochul’s recent signing of “non-CPA ownership” into law is such a big deal. More on the New York non-CPA ownership bill. In the column he referenced this ancient document (August 1993) entitled “The case for non-CPA owners in CPA firms.”

auditor 52

auditor cpa firm Account accountant 52

Withum

AUGUST 15, 2023

Over the last two years, the New York City Musical and Theatrical Tax Credit Program has been a leading force in helping the live theatrical industry recover from the devastating effects of COVID-19 and get back to where it was before the pandemic. million if the tourism industry in New York City was deemed to fully recover.

Tax 52

Tax New York Entertainment cpa firm 52

CPA Practice

NOVEMBER 3, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

cpas 59

cpas New Jersey cpa firm New York 59

CPA Practice

FEBRUARY 28, 2023

The American Institute of CPAs (AICPA) and CPA.com announced its 2023 Startup Accelerator cohort at a kick-off meeting held at AICPA headquarters in New York. This year’s participants include five early-stage companies pursuing a variety of solutions in audit, accounting, tax and e-commerce.

E-commerce 52

E-commerce Technology Texas cpa firm 52

CPA Practice

NOVEMBER 2, 2023

New York-based CPA firm Grassi announced on Thursday it has established an employee stock ownership plan (ESOP) for its more than 450 employees. In addition, the top 60 accounting firm said it is shifting to an alternative practice structure “ensuring the firm’s independence and strength.”

cpas 52

cpas New Jersey cpa firm New York 52

CPA Practice

MARCH 6, 2023

The Bonadio Group, a nationally ranked Top 50 CPA firm and the largest independent provider of professional services in Upstate New York, has announced the acquisition of Rochester-based accounting firm, Webber CPA, which will now operate under The Bonadio Group name.

CPA 59

CPA forensic accounting cpa firm accounting and finance 59

TaxConnex

AUGUST 15, 2023

Five states follow with 4% rates: Alabama, Georgia, Hawaii, New York and Wyoming. effective July, the most recent statewide rate reduction since New Mexico trimmed its sales tax rate from 5.125% to 5% in July 2022. California has the highest statewide sales tax rate, at 7.25%. South Dakota cut its state sales tax rate from 4.5%

Sales 130

Sales Tax Alabama Texas 130

Going Concern

FEBRUARY 9, 2024

Birthdays A CPA Firm Celebrates a Century in Business [ The CPA Journal ] In today’s climate of accounting firm mergers, it is worth recognizing when a CPA firm has managed to remain independent and partner-owned for 100 years. a full-service tax, attest and business advisory firm, effective Feb.

Technology 83

Technology Colorado audit cpa firm 83

Going Concern

FEBRUARY 3, 2023

BDO’s culture attracts KPMG auditing veteran from New York [ Australian Financial Review ] An inability to easily visit family in New Zealand during the COVID pandemic led to auditing veteran Fiona Narielwalla moving to Sydney after almost a decade in New York. From the press release: CBIZ, Inc.

cpas 108

cpas quickbooks accounting and finance North Carolina 108

Shay CPA

NOVEMBER 15, 2023

That day was a culmination of a three-year journey prior where I was moonlighting and creating my CPA firm on the side – nights, weekends, and even lunch hours. Being in New York City was a huge advantage, and I put myself out there as much as possible, meeting as many folks as I could early on in my journey.

CPA 52

CPA cpa firm New York accounting firms 52

Going Concern

SEPTEMBER 29, 2023

And CPAs in this space know what that means in terms of legal exposure. Rapid growth is great news for accounting firms. But when it takes place in situations of significant information asymmetry between companies and investors, CPA firms should beware. appeared first on Going Concern.

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auditor audit New York CPA 99

Going Concern

MAY 31, 2023

With their leadership, I look forward to our continued journey creating the advisory CPA firm of the future, today.” Ackerman, CPA Assurance – Real Estate and Construction (Washington, D.C.) Nachenberg, CPA Tax (Encino, California) Joseph C. Polizzano , JD, LLM Tax – Commercial (Manhattan, New York) Claire E.

Wisconsin 52

Wisconsin Real Estate Pennsylvania Illinois 52

CPA Practice

FEBRUARY 19, 2024

a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires. She is a licensed CPA in New Jersey and New York and is a member of the AICPA and NYSSCPA. Based in New York, NY, Chen manages U.S.

New Hampshire 64

New Hampshire audit accounting and finance Non-Profits 64

Going Concern

MAY 19, 2023

Mergers & Acquisitions Another Chicago accounting firm merges in private equity-related deal [ Crain’s Chicago Business ] Private equity-backed consolidation of the accounting industry is making further inroads in Chicago. Additionally, Dan Cruice is joining Copper Advisors to manage the Greer office.

auditor 97

auditor audit accounting and finance South Carolina 97

Going Concern

MAY 26, 2023

Long Read How a Pandemic-Era Program Became a Magnet for Fraud [ New York Times ] Amid the onset of the pandemic in 2020, as large swaths of the economy went into lockdown, Washington set up various programs to help keep businesses and their workers afloat. Have a safe Memorial Day. Here’s the problem: The meaning has become muddled.

public accounting 83

public accounting Account accountant accounted 83

RitaKeller

JULY 18, 2022

What if no one is willing to pay New York City wages for people who work in Idaho?” Also, some questions for firm owners. CPA firms have survived during the last couple of years by being able to utilize remote workers. “What if wages drop? ” – Suzanne Lucas .

Idaho 40

Idaho cpa firm tax return New York 40

Going Concern

MAY 15, 2023

Armanino is named in an FTX lawsui t: The latest suit was filed Friday in federal court in San Francisco against Sequoia Capital Operations, LLC, the prominent Menlo Park firm known for early backing of Apple, Inc. The plaintiffs also asserted claims against FTX’s accounting firms, Armanino LLP of San Ramon and Prager Metis CPAS, Inc.

Account 52

Account accountant accounted cpas 52

CPA Practice

MAY 2, 2023

The Bonadio Group , a nationally ranked Top 50 CPA firm and the largest independent provider of professional services in Upstate New York, has announced the appointment of Michael (Mike) Parrinello as Chief Growth Officer and Kristen Clark as Chief Risk Officer, along with over a dozen additional appointments of industry veterans into key strategic (..)

Real Estate 52

Real Estate cpa firm Construction Healthcare 52

Going Concern

JULY 7, 2023

Audit US Renews Audit Inspection of China Firms as Tensions Mount [ Bloomberg ] US audit officials have started a fresh round of inspections of New York-listed Chinese companies in recent weeks as tensions mount between the world’s two largest economies.

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audit Account accountant accounted 95

Withum

FEBRUARY 20, 2024

Lucas who was the fifth Black CPA in the United States and first in New York. I knew of his firm, Lucas and Tucker, which might have been the top Black owed CPA firm at that time, but I had no involvement with them at all. The general of the unit, whom I never saw or met, was Wilmer F.

tax return 59

tax return CPA cpa firm Tax 59

RitaKeller

JANUARY 13, 2021

NEW YORK (Jan. 13, 2021) –The American Institute of CPAs (AICPA) expects the federal government to open up the application process for all lenders participating in the latest round of the Paycheck Protection Program by Friday, and encourages CPA firms to advance the application process for small business clients seeking relief. “We

cpa firm 40

cpa firm CPA cpas New York 40

CPA Practice

FEBRUARY 1, 2024

a Top 60 independent Certified Public Accounting (CPA) firm has expanded the leadership team in its Tax Advisory practice through the addition of several new hires. She is a licensed CPA in New Jersey and New York and is a member of the AICPA and NYSSCPA. Based in New York, NY, Chen manages U.S.

New Hampshire 52

New Hampshire audit accounting and finance Non-Profits 52