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.

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Technology Account accountant accounted 40

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. Never before has a top 60 CPA and advisory firm been acquired by a major wealth management firm.

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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. Never before has a top 60 CPA and advisory firm been acquired by a major wealth management firm.

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South Dakota Minnesota cpa firm Nebraska 52

Going Concern

APRIL 19, 2024

CPAs Have a Branding Problem for the Younger Generation [ CPA Journal ] By Jason L. Ackerman, CPA, CFP, CGMA Probably the hottest topic in the profession over the past few years has been the pipeline problem: Firms can’t find qualified individuals to handle the increasingly complex world that CPAs deal with on an ongoing basis.

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CPA Practice

JANUARY 17, 2024

In fact, by 2030, it is predicted that 30% of jobs will be automated through various AI technologies, leading many people to worry about their changing roles,” DevRev said.

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