CPA Practice

JUNE 30, 2025

Δ Thanks for reading CPA Practice Advisor! Jason Bramwell Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals. Email This field is for validation purposes and should be left unchanged. Δ © 2025 Firmworks, LLC.

Technology

CPA Practice

JULY 7, 2025

AICPA and NASBA Recognize Top CPA Exam Performers with Elijah Watt Sells Award The American Institute of CPAs (AICPA) and the National Association of State Boards of Accountancy (NASBA) congratulate this year’s winners of the Elijah Watt Sells Award. Yoshioka has applied for his CPA licensure in the U.S.

cpas

CPA Practice

JULY 14, 2025

Schneider Downs), one of the 60 largest certified public accounting and business advisory firms in the United States, recently announced the addition of new shareholders to its ownership group. Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. He holds a B.S.

West Virginia

CPA Practice

JULY 25, 2025

Schneider Downs), one of the 60 largest certified public accounting and business advisory firms in the United States, recently announced the addition of new shareholders to its ownership group. Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. He holds a B.S.

West Virginia

CPA Practice

JULY 16, 2025

The accounting firm said the investment supports its strategic growth into additional markets, improves the firm’s technology infrastructure, and provides additional resources. Armanino’s last M&A deal was in May when it acquired Cooper Savas , a full-service public accounting firm based in Salt Lake City.

Technology

CPA Practice

JULY 7, 2025

Surett earned a bachelor’s degree in accounting from Siena College in Loudonville, NY, and an MBA in finance from the State University of New York at Albany. Thanks for reading CPA Practice Advisor! Bomberski previously served as the firm’s Chief Financial Officer. He is admitted to the New York State Bar and the U.S. Supreme Court.

North Carolina

CPA Practice

JUNE 18, 2025

Rohini has a Masters of Finance from the London School of Economics, and a Chartered Accountant certification from the Institute of Chartered Accountants of India. Randall is the national practice leader for the firm’s International Tax Service line and has more than 25 years of experience in public accounting.

Technology

CPA Practice

NOVEMBER 15, 2024

The national advisory and public accounting firm Withum has launched a new AI-focused website, withum.ai.

Government

CPA Practice

JUNE 24, 2025

OBannon Forvis Mazars, LLP, ranked among the largest public accounting and consulting firms in the United States, today announced the launch of the United States Financial Services Regulatory Center (U.S. Thanks for reading CPA Practice Advisor! Financial Services Regulatory Center The new center showcases the firm’s U.S.

Technology

CPA Practice

NOVEMBER 6, 2024

This webinar will be held on Thursday, November 21, 2024 at 1:00pm ET Sponsor: CorpNet.com Duration: 1 Hour Register Now It’s best that accountants, CPAs, and tax professionals are up to date on entity advantages to assist their clients in making the best decision when it comes to choosing which entity option is best for their business.

Indiana

CPA Practice

JUNE 19, 2025

She is a certified public accountant with more than 23 years of experience in the industry. Burgess received her Bachelor of Science in accounting and finance from Florida State University and her Master of Science in accounting and taxation from Florida Gulf Coast University.

Real Estate

Accounting Today

JUNE 9, 2025

EDT 7 Min Read Facebook Twitter LinkedIn Email I am optimistic about the "trusted advisor" destination that the accounting profession has marked as its territory, but skeptical of the partnership model as a means of transportation to that promised land. To start, ownership in a CPA firm is more expensive today than it ever has been.

accounted

CPA Practice

JULY 24, 2025

Thanks for reading CPA Practice Advisor! OBannon Firm Management July 24, 2025  10 Essentials for Selecting a Practice Management System Choosing the right practice management solution for your accounting firm is not a tactical decision; it is a strategic one that will impact the businesss efficiency now and for years to come.

Technology

CPA Practice

NOVEMBER 1, 2024

This webinar will be held on Monday, November 18, 2024 at 1:00pm ET Sponsor: Drake Software Duration: 1 Hour Register Now Upon completion of this session, you will be able to: Discuss strategies for confidently setting fair prices that reflect the value you provide. Gail is a member of the AICPA’s PFS Credential Committee.

Indiana

Accounting Today

JUNE 23, 2025

Public accounting is a team sport. Public accounting is clearly a baseball team. You or at what point did you know you wanted to be managing partner of a CPA firm? So I think were in the very early stages of outside capital coming into the accounting industry. I dont think you could separate them.

accounting firms

Accounting Today

JULY 1, 2025

In addition to the new audit format, OMB is launching a four-part agenda to improve the effectiveness of federal audits: Auditing the auditors : OMB will review the roles and value of auditors — including public accountants, inspectors general and agency CFOs — to ensure audits align with risk and mission outcomes.

audit

Accounting Today

AUGUST 4, 2025

Well, its nice that the profession is finally taking action on the 150 rule," he said of the number of college credit hours required to sit the CPA exam. "As As the economy has remained strong for over a decade, the young adults who come out of college have chosen the 120-hour finance degree over the 150-hour CPA degree.

Technology

CPA Practice

JULY 23, 2025

OBannon Forvis Mazars LLP, one of the largest public accounting and consulting firms in the United States, demonstrated its ongoing commitment to serving local communities through its firmwide IMPACT Days initiative in late June. Thanks for reading CPA Practice Advisor! © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

Technology

CPA Practice

JULY 31, 2025

The program allows donors, scholarship-granting organizations and families to direct funds with little public accountability, critics say. The suit argues that using general revenue rather than private donations violates the state constitution and undermines public education funding. _ Thanks for reading CPA Practice Advisor!

Arizona

CPA Practice

AUGUST 19, 2024

With over 30 years of experience in all facets of the IT industry and holding some of the industry’s most prestigious technical certifications, Chris has a proven record of success cultivating and improving the technology experience for CPA Firms. Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor.

accounting firms

CPA Practice

JANUARY 17, 2023

State CPA Society Ne ws is a round-up of recent announcements and initiatives by CPA associations in the United States and its territories. Massachusetts: The Massachusetts Society of CPAs (MASSCPAs) wants members to prioritize their health this tax season. Opposing sales tax on professional services.

CPA

CPA Practice

FEBRUARY 7, 2023

State CPA Society News & Updates is a round-up of recent announcements and initiatives by CPA associations in the United States and its territories. = The webinar is open to both HSCPA members and non-members, and will discuss IRS filing rules and revisions. For more information, contact HSCPA.

CPA

CPA Practice

JULY 16, 2024

This webinar will be held on Tuesday, August 6, 2024 at 1:00pm ET Sponsor: Canopy Software Duration: 1 Hour Register Now This webinar, featuring Darren Root and John Mitchell, long-time accounting profession leaders, will give easy-to-implement guidance around how to build your accounting firm to support the life you want to live.In

Indiana

CPA Practice

AUGUST 19, 2024

Moderated by: Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a member of the AICPA’s PFS Credential Committee.

Technology

CPA Practice

JUNE 12, 2024

This webinar will be held on Tuesday, July 9, 2024 at 1:00pm ET Sponsor: SafeSend Duration: 1 Hour Register Now With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Gail is a member of the AICPA’s PFS Credential Committee.

Technology

KROST

FEBRUARY 4, 2021

Join Jason Melillo, CPA (Principal – Accounting, ERTC) and Jeff Kamin, CPA (Manager, Accounting, ERTC) as they host a webinar on Employee Retention Tax Credits (ERTC) on Wednesday, February 10th at 9:30AM PST. Jason Melillo, CPA, Principal. Jason Melillo, CPA is a Principal of KROST.

Real Estate

CPA Practice

APRIL 24, 2023

Date: Tuesday, June 13, 2023 Time: 1:00 PM EDT / 12:00 PM CDT / 10:00 AM PDT / 5:00 PM GMT Sponsor: SAP Concur Duration: 1 Hour Already registered for this webinar? Gail Perry , CPA, is the editor-in-chief of CPA Practice Advisor. Register Today Receive 1 hour of free CPE credit for participating in this live webcast.

Technology

CPA Practice

SEPTEMBER 17, 2024

John holds a Bachelor of Science in Accounting from Oral Roberts University and an Executive MBA from the University of Tennessee, and he has been a certified public accountant since 1989. As a CPA, John has considerable experience in public and private accounting for the technology industry.

Tax

CPA Practice

JUNE 21, 2023

Register Today Date: Tuesday, July 18, 2023 Time: 2 PM EDT / 1 PM CDT / 11 AM PDT / 6 PM GMT Sponsor: SafeSend Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Gail Perry is the editor-in-chief of CPA Practice Advisor. Click here to log in.

Technology

CPA Practice

FEBRUARY 6, 2024

State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories. Beeler, CPA – Deloitte Tax, LLP Mary Kay Curtiss, MSPA, CPA – CliftonLarsonAllen LLP Stacy R. Farber, CPA – UHY LLP Teresa J. Those interested can register here.

CPA

CPA Practice

OCTOBER 25, 2023

Date: Monday, November 13, 2023 Time: 3 PM ET / 2 PM CT / 12 PM PT / 7 PM GMT Sponsor: Drake Software Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? As a CPA, John has considerable experience in public and private accounting for the technology industry.

Tax

CPA Practice

OCTOBER 10, 2024

CPA Practice Advisor wants to highlight those in the accounting and tax communities who have begun or are in the process of mobilizing efforts to help those impacted by Hurricane Helene. Florida Institute of CPAs FICPA hosted a webinar on Oct. The webinar is available on demand and can be accessed here.

North Carolina

CPA Practice

AUGUST 7, 2024

This webinar will be held on Tuesday, September 10, 2024 at 3:00pm ET Sponsor: Drake Software Duration: 1 Hour Register Now As online communication and storage become the new norm for the tax preparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information.

Tax

KROST

JANUARY 26, 2021

Paren Knadjian ( Practice Leader, M&A, and Capital Markets ), Stacey Korman, CPA ( Principal ), Sossi Bekarian, CPA ( Senior Manager ), and Jeff Kamin, CPA ( Manager, Accounting, ERTC ) hosted a second session on the PPP Second Draw Program & Employee Retention Credits webinar. Accounting , Technology.

Entertainment

CPA Practice

AUGUST 9, 2024

This webinar will be held on Tuesday, September 10, 2024 at 3:00pm ET Sponsor: Drake Software Duration: 1 Hour (CPE and CE) Register Now As online communication and storage become the new norm for the tax preparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information.

Tax

CPA Practice

JULY 1, 2025

OBannon The Florida Institute of Certified Public Accountants (FICPA) has named Karen Lake, CPA, CFST, as the 98th chair of the organization, effective July 1, 2025. Jennifer Keller, CPA was named the 2025-26 chair of the FICPA’s Scholarship Foundation. “It

Technology

KROST

FEBRUARY 19, 2021

Join Jason Melillo, CPA (Principal – Accounting, ERTC) and Jeff Kamin, CPA (Manager, Accounting, ERTC) as they host a webinar on Employee Retention Tax Credits (ERTC) on Thursday, March 4th at 10:30AM PST. Jason Melillo, CPA, Principal. Jason Melillo, CPA is a Principal of KROST.

Tax