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Wealth Management Firm Buys BerganKDV in ‘First of Its Kind’ Deal

CPA Practice

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!

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Wealth Management Firm Buys BerganKDV in ‘First of Its Kind’ Deal

CPA Practice

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!

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What’s new in sales tax?

TaxConnex

South Dakota cut its state sales tax rate from 4.5% The failure to file was based on the advice of a CPA employed by the taxpayer, who subsequently hired a new CPA firm and began correctly filing state returns for both sales tax and corporate income tax. The enhanced its map of sales and use tax lookup rates.

Sales 130
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Friday Footnotes: How Are Firms Actually Using Data Analytics?; KPMG and BDO on the Move | 9.15.23

Going Concern

Sioux Falls CPA firm marks century in business [ SiouxFalls.Business ] The fourth-generation Sioux Falls firm Nelson & Nelson CPAs celebrates 100 years in business, providing tax, accounting, payroll and bookkeeping services. Nelson & Nelson CPAs is the oldest existing accounting firm established in South Dakota.

audit 111
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What Every Advisor Should Know About the Cannabis Industry

Anders CPA

And I have been in this role for two years and five years with CPA firms. Christy your home state legalizing recreational programs that got off the ground pretty quickly,m but there were also some states that did not that had ballot initiatives that failed like South Dakota. Well, thank you both very much.

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COVID-19 and the Wayfair impact on CPA advisory

ThomsonReuters

They’re going to do so under these economic nexus laws, which was what we were seeing with the Wayfair case with South Dakota’s economic nexus law. A company like Wayfair, obviously with internet sales, had no physical presence whatsoever in the state of South Dakota,” added Shaun.

CPA 40