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Dean Dorton and VonLehman to Combine on Jan. 1

CPA Practice

It’s not quite a “ mega merger ,” but a top 100 CPA firm and a top 200 CPA firm will be merging on Jan. Dean Dorton, based in Lexington, KY, and VonLehman CPA & Advisory Firm, based in Fort Wright, KY, announced their marriage on Tuesday. Dean Dorton President and CEO David Bundy (left) with VonLehman President Adam Davey.

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What Private Equity Means for Accounting Firms: Thought Leaders Explore Pros and Cons

CPA Practice

The first major deal by a private equity firm to acquire controlling interest in a top 20 accounting firm happened as recently as 2021, when TowerBrook Capital acquired EisnerAmper’s tax and consulting practice for an undisclosed amount. Do they flip to venture capital, or to another CPA firm? Or is this smoke and mirrors?

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Is Software as a Service Taxable? 

Anders CPA

Laws are always changing, but the following states currently, as of 9/1/22, have laws in place that at least partially tax SaaS. The states that were not listed have laws in place that explicitly do not tax the sale of SaaS or they currently have no specific guidelines issued on the matter. Anders State and Local Tax services.

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Sales Tax Issues for Online Retailers

Withum

However, much more must be done to simplify small businesses’ sales tax compliance burden. Since the 2018 Wayfair decision, the states have become more aggressive in enforcing sales tax rules on online retailers. Author: Bonnie Susmano , JD, CPA | bsusmano@withum.com. More Enforcement. Contact Us. Let’s Chat.

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Friday Footnotes: Big 4 Culture Gets Slammed Again; Audit Leads the Way in AI; Small Firm Gripes | 11.10.23

Going Concern

“There are a variety of reasons why the partnership selected Jason as managing partner – from his vision for the future, experience in multiple service lines and international experience, to his deep relationships and connections with firms and colleagues around the world,” says Proppe.

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