CTP

OCTOBER 30, 2024

Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish governance and control, and foster their family legacy. A family office focuses on managing the wealth and the personal affairs of a family, typically through the services of a large CPA firm.

Tax

CPA Practice

OCTOBER 25, 2024

a licensed CPA firm, will provide attest services and be led by Vince Curttright, currently partner in charge of the firm’s assurance practice. Advisory LLC, not a licensed CPA firm, will provide business tax, advisory, and other non-attest services and be led by Bellamy. Cohen & Co. Cohen & Co.

cpa firm

Going Concern

OCTOBER 21, 2024

Financial reporting data has become extremely structured and repeatable across all enterprises because it’s guided by the standards set out through generally accepted accounting principles (GAAP), which are governed by the Financial Accounting Standards Board (FASB). Everybody measures the same things, in the same way.

Account

Going Concern

OCTOBER 24, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)

Real Estate

Going Concern

OCTOBER 17, 2024

ACCOUNTING CANDIDATES FTE Accounting / Bookkeeping | Candidate ID #18014117 Certifications: QBO ProAdvisor, Xero Certified Education: BA, MBA Accounting Experience (years): 9+ years accounting experience Work experience (detail): Currently a Senior Bookkeeper/Team Lead with a public firm 5+ years managing outsourced accounting for multiple clients (..)

Real Estate

Shay CPA

JUNE 11, 2025

Your accounting firm or CPA likely has to rework how they process invoices, handle reconciliations, and compile financial statements. Your external accountants or CPA firm likely have experience migrating clients between various platforms (and evaluating AI claims). Shay CPA P.C. Set Clear Evaluation Criteria.

accounting and finance

CPA Practice

JULY 14, 2025

Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. Logan Kowcheck, CPA joined Schneider Downs in 2011 in the firm’s audit practice group. Thanks for reading CPA Practice Advisor! She received her B.A. from the University of Findlay, and her M.B.A.

West Virginia

Withum

JANUARY 16, 2025

In recent years, Environmental, Social, and Governance (ESG) reporting has gained significant traction globally, but the landscape in the U.S. is not as robust as many other places in the world (we have a lot of catching up to do). companies with EU operations.

California

CTP

OCTOBER 28, 2024

Family office services are typically offered by large CPA firms and include financial advisory services and even tax planning services. Establishing Governance and Control With a family office in place, you can maintain some level of founder influence even after passing. Third, this setup lends itself to structured governance.

Education

Going Concern

DECEMBER 20, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)

Real Estate

Going Concern

JUNE 13, 2025

Ongoing Drama Strong feelings on limiting the use of CPA [ Journal of Accountancy ] I touched a nerve with my recent article, “Display That CPA.” The response, sometimes heated, confirmed that this is an issue that employers and individual CPAs are wrestling with. I appreciated hearing from everyone.

CPA

Accounting Today

JUNE 9, 2025

To start, ownership in a CPA firm is more expensive today than it ever has been. There is more than $15 billion of private capital (more than 1x revenue for the remaining, independent G400) that has decided an ownership stake is worth more than what your firms partnership agreement says it is. Heres a crash course.

Account

Going Concern

JANUARY 2, 2025

TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #23674176 Certifications: EA Education: BS Accounting, MS Accounting and Finance Experience (years): 20+ years accounting and tax Work experience (detail): 10+ years in public accounting Remote team management experience Tax planning and compliance, advisory 70% review during 2024 tax season Preparation (..)

Real Estate

Accounting Today

JUNE 9, 2025

While many are concerned about how the influx of PE money into the profession will reshape accounting — and Koziel was adamant about making sure that it doesnt compromise quality, particularly in audit — he said firms need to be able to find the model that works for them, and that PE can teach some valuable lessons. Partner accountability.

Account

Going Concern

OCTOBER 14, 2024

Land an internship at a prestigious accounting firm. Fast forward to her sitting for the CPA exam 10 times and failing 9 while still in grad school… I had a glaring red flag in front of me that I was in the wrong profession, and yet, I clung to my career in accounting because it was a part of the plan.

Account

CPA Practice

JULY 24, 2025

Thanks for reading CPA Practice Advisor! Subscribe Tags:  Firm Management Recommended Articles Technology July 24, 2025  Tipalti Job Cuts Affect Dozens of Employees The fintech company has laid off dozens of employees worldwide over the past few days, including 40 in Israel, as it shifts sales efforts to mid-market customers.

Technology

Accounting Today

JULY 1, 2025

The federal government spends hundreds of millions of dollars each year on financial audits. The intent is to outline this in a forthcoming update to Circular A-136, which governs federal financial reporting. The primary goal is to guarantee that governments manage taxpayer funds responsibly and with full transparency.

audit

Going Concern

DECEMBER 2, 2024

PwC’s head of audit told Bloomberg Tax that the firm supports “alternative pathways” to CPA licensure. I would like the government to do to restore trust in in our industry is stop over regulating us [small firms].”

Account

Going Concern

MAY 22, 2025

Whether you’re looking for talent in tax, audit, accounting, or project-based roles, we’ve got candidates worth your time.

Real Estate

Going Concern

NOVEMBER 1, 2024

CBIZ Completes Acquisition of Marcum [ PR Newswire ] Concurrent with the closing of this transaction, the attest business of Marcum was acquired by CBIZ CPAs, a national independent CPA firm with which CBIZ has had an Administrative Service Agreement for over 25 years.

audit

Going Concern

JANUARY 31, 2025

Latest Goldstein Lieberman acquisition boosts CPA firm into nations top 1% [ NJBIZ ] Um that’s some iffy math there considering no one has heard of either of these firms and they don’t rank on the IPA 500. One of the regions largest CPA firms is getting bigger, following Goldstein Lieberman & Co.

cpa firm

Going Concern

JULY 18, 2025

[ Raconteur ] “Without clear metrics, it is difficult to know the extent to which AI is improving the quality of audits, increasing efficiency or just adding complexity,” says Akber Datoo, chief executive of D2 Legal Technology, a data and governance consultancy that works with financial institutions. Want Government Efficiency?

audit

CPA Practice

NOVEMBER 15, 2024

Brown Plus Welcomes New Team Members Leading accounting and advisory firm,Brown Plus, recently announced the addition of four new team members to its office in Camp Hill, Pennsylvania: Devin Brown, CPA, MBA, rejoins Brown Plus as an Audit Senior Manager. We’re excited to welcome Devin back to Brown Plus!

audit

Going Concern

DECEMBER 16, 2024

HCVT is the third largest CPA firm in the west and the 33rd largest nationally. Check this out though: Last week Grant Thorntons US firm, which is owned by another private equity firm called New Mountain Capital, loaded $2.31 University of Missouri St. did not publicly seek out competing bids for the work.

Rhode Island

Going Concern

MAY 15, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting Senior | Candidate ID #24255297 Certifications: EA Education: BA Accounting, MBA Experience (years): 4 years accounting experience Work experience (detail): All in public accounting Prepares complex individual tax returns Client facing advisory with multiple clients Created and led an internal (..)

Real Estate

Going Concern

FEBRUARY 13, 2025

Sign up now to view the complete candidate list and connect with potential hires.

Account

Going Concern

JULY 13, 2022

We’ve now learned that the government is sending subpoenas to CPA firms that referred clients to Alliantgroup and is seeking client tax returns as part of the investigation. The firm’s counsel is handling the subpoena response and as yet, no data has been provided to the government.

cpa firm

RogerRossmeisl

SEPTEMBER 4, 2023

government. The government can often trace money from these illegal activities through payments reported on Forms 8300 that are timely filed, complete and accurate. The government can often trace money from these illegal activities through payments reported on Forms 8300 that are timely filed, complete and accurate.

CPA

MyIRSRelief

FEBRUARY 1, 2022

For smaller businesses, where there is not an option, a CPA or EA firm may be a better choice. A CPA or Certified Public Accountant, or EA Enrolled Agent is a specially trained professional who knows all of the necessary rules and regulations regarding business finances. Question #3 Can I save money by hiring an EA or CPA?

CPA

CPA Practice

MARCH 31, 2023

Through strategic growth and mergers, the firm currently operates offices in Charleston, Morgantown, and Parkersburg. The golden anniversary of our firm is a time for celebration and reflection,” said Patricia D. Clark, CPA, managing partner for Suttle & Stalnaker, PLLC.

West Virginia

Going Concern

JUNE 23, 2023

The CPA Journal ] Generation Z is beginning to enter the workforce, bringing with it a demographic shift that will affect every facet of American society, including the accounting profession. The announcements have exposed a rift between the governing bodies of chartered professional accountants. appeared first on Going Concern.

cpa firm

RogerRossmeisl

SEPTEMBER 18, 2023

permits a plan sponsor to amend its 401(k), 403(b) or government 457(b) plan to offer emergency savings accounts that are connected to the plan. appeared first on Roger Rossmeisl, CPA. This will be done through what the law calls “pension-linked emergency savings accounts.” Effective for plan years beginning January 1, 2024, SECURE 2.0

CPA

RogerRossmeisl

JANUARY 14, 2024

Starting in 2024 newly formed, corporations, limited liability companies (LLCs), limited partnerships, and other entities that file formation papers with a state’s Secretary of State’s office (or similar government agency) must file a report with the U.S.

CPA

RogerRossmeisl

APRIL 30, 2024

According to the Treasury, the US government has provided auto dealers with >$580 million in advance payments for consumer electric vehicle (EV) tax credits since 1/1/2024. The post Treasury Has Issued Auto Dealers >$580 Million in Advance EV Tax Rebates This Year appeared first on Roger Rossmeisl, CPA.

Tax

RogerRossmeisl

DECEMBER 17, 2021

Some of this money is taxed by the federal government, and perhaps state governments. appeared first on Roger Rossmeisl, CPA. For example, a person could receive compensatory and punitive damage payments for personal injury, discrimination or harassment. The post How are Court Awards and Out-of-Court Settlements Taxed?

Tax

RogerRossmeisl

JANUARY 11, 2022

Examples of potentially relevant subsequent events are: An offer to purchase the business, A bankruptcy filing, The emergence of new technology or government regulations, A natural. The post When Subsequent Events Count appeared first on Roger Rossmeisl, CPA.

CPA

RogerRossmeisl

AUGUST 5, 2021

Despite the COVID-19 pandemic, government officials are seeing a large increase in the number of new businesses being launched. The post How New Business Start-up Expenses are Handled on your Tax Return appeared first on Roger Rossmeisl, CPA. From June 2020 through June 2021, the U.S.

Start-ups