CTP

OCTOBER 30, 2024

A family office focuses on managing the wealth and the personal affairs of a family, typically through the services of a large CPA firm. Their financial team often helps the family manage their real estate, businesses, trusts, and other assets. What exactly is a family office?

Tax

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

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

JANUARY 9, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)

Real Estate

CPA Practice

JULY 16, 2025

The firm says it serves small to midsized organizations in the family-office, nonprofit, and real estate industries. Thanks for reading CPA Practice Advisor! has a strong focus on estate and trust matters and has successfully guided family-owned businesses through their lifecycle. © 2025 Firmworks, LLC.

Technology

Going Concern

JULY 17, 2025

TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID # 24420440 Certifications: CPA Education: BS Accounting Experience (years): 6+ accounting and tax experience Work experience (detail): All in public accounting Leads accounting and tax teams Full cycle accounting, month end, financial reporting Tax preparation and review SMBs, estates, trusts, (..)

Real Estate

Going Concern

JUNE 12, 2025

ACCOUNTING CANDIDATE FTE Accounting | Candidate ID #24336098 Education: MS Experience (years): 9 years of overall experience Work experience (detail): Most recently a senior associate at a CPA firm Full cycle bookkeeping, payroll, and financial reporting for multiple clients Supervise and review offshore team’s work, training and process documentation (..)

Real Estate

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

CPA Practice

JULY 14, 2025

Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. His areas of tax expertise include partnerships, including allocations, tax planning and structuring. Logan Kowcheck, CPA joined Schneider Downs in 2011 in the firm’s audit practice group. She received her B.A.

West Virginia

CPA Practice

NOVEMBER 22, 2024

Aprio Expands Real Estate Practice with Strategic Hire of Industry Leader James Lockhart Aprio, a top 25 business advisory and accounting firm, is strategically expanding its real estate practice with the addition of James Lockhart as a real estate tax partner based in the firm’s New York City office.

Real Estate

Going Concern

NOVEMBER 27, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #9084031 Certifications: CFE, CPA Education: BS, MS Accounting Experience (years): 20+ years of tax and accounting experience Work experience (detail): 5+ years in public accounting Controller experience with multiple entities 5+ years in senior tax roles Client tax advisory, planning and resolution Client (..)

Real Estate

Withum

APRIL 29, 2025

Steven Edelheit, Managing Partner of CTM Withum’s Managing Partner and CEO, Pat Walsh, CPA, is equally thrilled about this union, as it expands Withums footprint in the Midwest and industry specialties. Uniting our firms allows us to expand our portfolio of franchise clients.

cpas

CPA Practice

JULY 7, 2025

Thanks for reading CPA Practice Advisor! Kepniss & Associates in New Jersey The deal enables LMC to expand its service offerings, particularly in tax advisory, real estate-related services, and specialized planning for high-net-worth individuals. He is admitted to the New York State Bar and the U.S.

North Carolina

CPA Practice

JUNE 26, 2025

For example, asset managers and construction and real estate respondents were more likely to be implementing technology to reduce costs — and conducting proactive, high-frequency scenario planning. Thanks for reading CPA Practice Advisor! debt on the economy. debt on the economy. © 2025 Firmworks, LLC.

Finance

CPA Practice

JUNE 19, 2025

CohnReznick Brings on Assurance Partner Nocco CohnReznick recently announced that Paul Nocco, CPA, has joined the firm as an assurance partner who will focus on serving clients in the Commercial Real Estate industry. Nocco earned a Master of Accountancy from Stetson University and is a licensed CPA in Colorado and Florida.

Real Estate

Going Concern

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

Real Estate

Accounting Today

JUNE 10, 2025

Sax acquires Sewald & Anastasia Sax, a Top 75 Firm based in Parsippany, New Jersey, has acquired Sewald & Anastasia CPAs, based in Morganville, New Jersey, effective June 1. Anastasia, who has been managing partner of Sewald & Anastasia, will join Sax as a partner, helping to strengthen Saxs real estate practice.

New Jersey

CPA Practice

JULY 25, 2025

Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. His areas of tax expertise include partnerships, including allocations, tax planning and structuring. Logan Kowcheck, CPA joined Schneider Downs in 2011 in the firm’s audit practice group. She received her B.A.

West Virginia

Accounting Today

JUNE 6, 2025

CANADA CPA Canada and FP Canada, Toronto, signed a new memorandum of understanding to enhance collaboration between the accounting and financial planning professions, offering professional accountants who are part of CPA Canada opportunities to enhance their credentials, along with improved access to FP Canada courses and conferences.

New Jersey

Shay CPA

NOVEMBER 27, 2024

2: Evaluate your assets As your company grows, it’s probably adding to its portfolio of fixed assets like real estate, equipment, furniture, and company vehicles. And the amount you paid for those things can translate into tax savings. Primarily used by real estate developers, cost segregation is an advanced tax planning tool.

Real Estate

Going Concern

JANUARY 17, 2025

TAX CANDIDATES FTE Tax | Candidate ID #23772188 Certifications: CPA in process, EA Education: BBA Accounting and Finance Experience (years): 8+ years experience in tax accounting.

Real Estate

Going Concern

OCTOBER 31, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22591376 Certifications: CPA Education: BBA Accounting Experience (years): 5+ years accounting experience Work experience (detail): All in public accounting Tax planning and client advisory Experience reviewing tax returns Client relationship management experience Client niches: SMBs, (..)

Real Estate

Going Concern

JUNE 26, 2025

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

Real Estate

CTP

OCTOBER 28, 2024

Family office services are typically offered by large CPA firms and include financial advisory services and even tax planning services. The responsibility of protecting family assets, tax planning, and safeguarding personal information from public exposure is all handled by one firm.

Education

Going Concern

APRIL 24, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting Senior | Candidate ID #24143645 Certifications: EA Education: BA Accounting Experience (years): 9+ years accounting and tax experience Work experience (detail): All in public accounting Currently a tax senior 200+ SMB and HNWI returns per season Review of 40%, prepares more complex returns Tax (..)

Real Estate

Going Concern

JUNE 19, 2025

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

Real Estate

Going Concern

JULY 10, 2025

TAX CANDIDATES FTE Tax and Advisory | Candidate ID #24421361 Certifications: CPA Education: BBA Accounting Experience (years): 30 years accounting experience Work experience (detail): 10+ in public accounting Manages a book of clients, tax prep, sign off, advisory Leads client tax planning and transaction advisory Researches and presents tax savings (..)

Real Estate

Going Concern

MAY 1, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting / Senior | Candidate ID #24150397 Certifications: EA Education: BA Accounting Experience (years): 4+ years tax, accounting and advisory Work experience (detail): Currently a senior accountant with a public firm Prepared 300+ individual and SMB returns in 2025 Full cycle accounting and financial (..)

Real Estate

Accounting Today

JUNE 27, 2025

Ledgre announces 'Ledgy' tax assistant for rental property owners andia-faith/andiafaith - stock.adobe.com Ledgre , an AI-driven accounting platform built for landlords and real estate investors, announced the rollout of Ledgy, a new AI tax assistant that supports the tax and bookkeeping experience for rental property owners.

Technology

Going Concern

MAY 29, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #24291524 Education: BA Accounting and Finance Experience (years): 16+ years of accounting, audit and tax experience Work experience (detail): All in public accounting Preparation and review of tax returns Tax planning, research, projections and estimates Full cycle accounting through (..)

Real Estate

Going Concern

JANUARY 30, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting Senior / Manager | Candidate ID #23710075 Certifications: CPA Education: BS Accounting Experience (years): 25+ years accounting experience Work experience (detail): 10+ in public accounting 20+ years tax preparation and review Full cycle accounting, finance, tax and advisory Family office, HNWIs (..)

Real Estate

Going Concern

MAY 22, 2025

TAX & ACCOUNTING CANDIDATE FTE Tax and Accounting Senior | Candidate ID #24262733 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 14+ years of tax and accounting experience Work experience (detail): 7+ in public accounting Tax preparation and review for SMBs and HNWIs Tax planning and projections, client financial (..)

Real Estate

CPA Practice

DECEMBER 4, 2024

Founded in 2017, BGA&F is a full-service accounting firm that provides a range of audit, accounting, tax, business planning, management consulting, and municipal services to organizations in such sectors as real estate, healthcare, hospitality, and manufacturing. Howe & Co. Howe & Co.,” Howe & Co.

Delaware

Going Concern

JULY 24, 2025

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

Real Estate

CPA Practice

NOVEMBER 6, 2024

The firm brings extensive experience in strategic tax planning, financial reporting, and mergers and acquisitions, with a focus on industries such as dental, real estate, manufacturing, and professional services. Founded in 1989 by Douglas Comolli, Comolli & Co.

New Hampshire

Accounting Today

JUNE 23, 2025

You or at what point did you know you wanted to be managing partner of a CPA firm? Or if you decide you want to specialize in construction or real estate or life sciences or things like that, that becomes your roadmap. All rights reserved. Theres vision for you as an individual and then theres vision for your firm.

accounting firms

Withum

JULY 11, 2025

Irrevocable Non-Grantor Trusts: Trusts that generally pay their own tax and allow for the shifting of income, as well as maximizing deductions available at the trust level. Additional considerations for income tax planning opportunities are discussed later in this article.

income tax