CPA Practice

NOVEMBER 9, 2023

Top 20 accounting firm Eide Bailly is combining with Secore & Niedzialek, a CPA and tax planning firm based in Phoenix. The firm’s extensive track record and deep industry expertise make them the perfect complement to Eide Bailly.

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Ryan Lazanis

MARCH 14, 2023

If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. I’ll also draw on my personal experience from selling my online accounting firm just a few years ago. Let’s go!

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CPA Practice

MAY 6, 2024

We could tell immediately that both firms really meant what we said and would be a great fit.” Since July, Eide Bailly has also merged in Phoenix CPA and tax planning firm Secore & Niedzialek , Seattle CPA firm King & Oliason , and California accounting firms Bessolo Haworth and Raimondo Pettit.

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CPA Practice

DECEMBER 13, 2023

Tax season can be exhilarating for its intensity but stressful if your firm has all its balls in one court. Diversifying with tax-adjacent advisory services can add value to your existing clients, build recurring revenue streams and increase the likelihood of your tax clients returning next season. By Alex Loewenstein.

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CPA Practice

SEPTEMBER 18, 2023

Sidney Kess, a nationally renowned tax lawyer and accountant, author of hundreds of tax books on financial and estate planning, educator, and a friend to many in the profession, passed away on Sunday at the age of 97. He also had been a senior consultant to top 25 accounting firm Citrin Cooperman.

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CPA Practice

AUGUST 22, 2023

The firm provides accounting and auditing, income tax planning and preparation, estate planning and compliance, investment consulting, and business advisory services to middle-market companies and high-net-worth individuals.

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CPA Practice

MARCH 1, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss Stanford Tax , which leverages AI to understand your clients’ prior year tax data, features broad integration options, and can import data from thousands of clients in under 10 minutes. And we have an interesting portal product to discuss with you today from Stanford tax.

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Going Concern

MAY 2, 2024

Struggling to find remote accountants, CAS experts, auditors, or tax professionals for your firm or internal team? Accountingfly can help! With our Always-On Recruiting service, access a pool of skilled remote accountants without any upfront costs. Sign up now to see the complete candidate list and connect with potential hires.

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ThomsonReuters

JUNE 15, 2022

The foundation of a successful tax practice rests on the technical knowledge of your people. While you can create a modern firm with automated processes and expansive service offerings, your clients won’t keep coming back if your team isn’t up to speed with the most recent tax law changes.

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CPA Practice

JUNE 13, 2023

Farmington, MI-based top 30 accounting firm UHY continues to grow in its home state by merging in CPA firm Baird, Cotter & Bishop PC. The firm concentrates heavily in government audits in Michigan—it has audited more than 100 local units of government over the past two years.

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RogerRossmeisl

OCTOBER 25, 2020

Consider whether the interactions are arranged in a tax-wise manner. This has become even more important now in light of the recent Tax Cuts and Jobs Act. Looking at everything with a new set of eyes can be very. well, eye-opening.

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CPA Practice

NOVEMBER 30, 2023

Since July, Eide Bailly has also merged in Phoenix CPA and tax planning firm Secore & Niedzialek , Seattle CPA firm King & Oliason , and California accounting firms Bessolo Haworth and Raimondo Pettit.

Technology 64

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Bharmal&Associates

SEPTEMBER 4, 2020

From individual tax planning services to complex corporate consulting engagements, we are ready to be your full-service CPA firm. We provided CPA services to a Medicare-certified company that consists of two entities. We primarily focused on preparing taxes and consolidating the books to report tax data properly.

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Going Concern

JANUARY 30, 2023

Deloitte & Touche LLP partners and staffers failed to make financial disclosures required to ensure the independence of their audit work, according to new details from the firm’s 2018 PCAOB inspection. Students have certainly been more interested in obtaining roles outside the traditional tax or audit route.

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CPA Practice

JULY 31, 2023

Schneider Downs Announces Seven Additions to Ownership Group Schneider Downs, one of the 60 largest certified public accounting and business advisory firms in the United States, recently announced the addition of seven new shareholders to its ownership group. He is a licensed CPA and a member of ACG San Francisco.

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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.

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ThomsonReuters

JUNE 15, 2021

Starting your own CPA firm may seem like a distant fantasy, but with barriers to entry lower than they’ve ever been, it could be closer than you think. Most small CPA firm owners have years of experience working for larger firms and find themselves wanting to utilize that experience to serve clients in their own way.

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Ryan Lazanis

SEPTEMBER 19, 2023

The Green Leaf CPA The Green Leaf CPA assists leading marijuana, hemp, and CBD businesses in maintaining compliant accounting, tax, and financial practices. Luminary CPA Luminary CPA is one of the accounting firms that offer personalized tax assistance and on-demand bookkeeping services.

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KROST

AUGUST 17, 2021

Los Angeles-based CPA Firm, KROST CPAs and Consultants, welcomes Evelyn Fernandez, CPA, MST , as a new Principal. Evelyn has over 15 years of experience in the public accounting profession, providing strategic advice and tax planning to her clients. She has completed and received AICPA & CIMA U.S.

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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.

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ThomsonReuters

FEBRUARY 27, 2024

Upon graduating, she worked at Deloitte for four years, mostly in tax, which included a six-month rotation in auditing. Then she joined Moss Adams, an accounting firm that primarily works with retail, which provided her the opportunity to learn the non-technical aspect of the profession.

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CapataCPA

JANUARY 20, 2021

One of the provisions of the CARES Act was the Employee Retention Credit, which provides payroll tax credits available for employers, including tax exempt organizations who retained employees during. The post Employee Retention Credit appeared first on CPA firm in Orange County, CA | CAPATA.

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CPA Practice

JUNE 8, 2023

Joseph is a highly experienced CPA/PFS with many years of experience in the accounting field. Throughout his career, he has specialized in tax compliance and planning, trust analysis, estate and gift tax planning, and investment partnerships. Nellen also serves on CalCPA’s Accounting Education Committee.

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CPA Practice

JANUARY 11, 2024

Kavanagh joins CohnReznick as Assurance Partner CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, recently announced that Charles (Chuck) Kavanagh , CPA has joined the firm as an assurance partner. BWK) recently expanded its staff by 20%.

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Going Concern

MAY 26, 2023

Among them was the Employee Retention Credit, a tax benefit that was created as part of the initial $2 trillion pandemic relief legislation. Although the public health emergency is over, taxpayers can continue to apply for the tax credit until 2025. The reshuffle goes into effect on July 1. ‘No

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CPA Practice

JUNE 8, 2023

This focus applies to current practice areas, through successful ongoing efforts such as the Enhancing Quality Initiative, and an expansion into newer areas such as data governance, tax planning and environmental, social and governance (ESG) reporting, assurance and advisory services. Accelerate the profession’s digital capabilities.

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RitaKeller

FEBRUARY 7, 2022

CPAs use the long-time delay tactic – “Wait until after tax season.” We need a few weeks to unwind after tax season. It’s December, we have tax planning to do. It applies to CPA firm leaders: IN OR OUT. This applies especially to the hard decisions that really need to be made.

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Basis 365

APRIL 28, 2022

Choosing your entity type really crosses two disciplines, legal and tax. The tax side, which is closer to the accounting side, relates to selecting the appropriate business type that minimizes unintended tax liabilities. You really should review this periodically as laws and tax code do change. Sole Proprietorships 13.1%

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Going Concern

MAY 5, 2023

Entry-level CPAs in advisory practices are making $11,000 more than CPAs starting out in audit and tax, and $20,000 more than non-CPAs in advisory. Entry-level CPAs in advisory practices are making $11,000 more than CPAs starting out in audit and tax, and $20,000 more than non-CPAs in advisory.

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CPA Practice

JULY 25, 2023

Ryan currently educates over 9,500 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program. The Unique CPA also hosts monthly webinars and an annual conference for the accounting profession.

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CapataCPA

JANUARY 7, 2021

It is important to know that Prop 19 will only affect the property taxes and reassessments of the property; it will not take away the step up in basis for inherited properties. The post California Passes Proposition 19 appeared first on CPA firm in Orange County, CA | CAPATA.

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California cpa firm CPA Tax 52

RitaKeller

OCTOBER 13, 2020

Here’s my story of the classic procrastination scenario inside a busy CPA firm. It goes something like this: It’s tax season, we can’t possibly take the time to update our performance feedback process. It’s April 16, we desperately need time to recover from tax season.

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KROST

MAY 11, 2021

This is a preview of one of the articles in the new KROST Quarterly Real Estate Issue , titled “There are several tax incentives available to the real estate industry. Whether you invest in, build, design, or make significant renovations to real estate, a closer look at these opportunities could increase cash flow and/or reduce tax burden.”

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KROST

MAY 24, 2022

Please contact your KROST tax team for guidance. This can be very complicated, so please reach out to your KROST tax team for guidance. Kimberly Hoang, CPA , Manager. Kimberly is a Tax Manager in the tax department at KROST. Disclaim the account. Download How To Treat Inherited Individual Retirement Accounts.

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LyfeAccounting

OCTOBER 12, 2020

As a result, businesses benefit from high-quality accounting, bookkeeping and tax services at a much lower cost. Businesses looking for a Virtual CPA are no longer confined to a CPA that is located in their city or even state. Tax Planning. Tax Audits. Budget Planning. Paid time off. Retirement.

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LSLCPAs

JANUARY 18, 2021

The post Tax-Free Payments to Employees to Cover COVID-19 Expenses Are Deductible appeared first on LSL CPAs. This is an excellent question from some of our clients, and the answer is yes. It’s a small silver lining in this pandemic situation because not only is the expense deductible for the employer, […].

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KROST

FEBRUARY 23, 2021

Created by the Tax Cuts and Jobs Act (TCJA) in December 2017, taxpayers who meet the requirements for investing in an Opportunity Zone can potentially defer taxable gain on their current year gain and eliminate any gain on the new Opportunity Zone investment. Opportunity Zones are garnering increased interest across the country.

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