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Special Report: 2025 Readers’ Choice Awards

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions. million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

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AICPA News – July 2025

CPA Practice

Rosen is a member of the AICPA Tax Section and is a past member of the AICPA Trust, Estate and Gift Technical Resource Panel and Tax Reform Resource Task Force and has more than 43 years of experience in public accounting, speaks locally and nationally on tax planning and related issues and has published more than 100 articles.

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Professionals on the Move – July 2025

CPA Practice

Jason Bramwell Mergers and Acquisitions July 7, 2025  Ascend Adds Accounting Firms in New York, North Carolina Ascend has expanded its presence on the East Coast by adding two more accounting firms to its platform—Tronconi Segarra & Associates in Williamsville, NY, and BGW in Charlotte, NC—effective July 1.

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Tax Fraud Blotter: Prep perps

Accounting Today

CPA Timothy Trifilo has been sentenced to 20 months in prison for making a false statement on a mortgage loan application and for not filing an income tax return. For a decade, he did not file federal income tax returns nor pay taxes owed despite earning more than $7.7 Philadelphia: Tax preparer James J.

Tax
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Tax Fraud Blotter: Negative waves

Accounting Today

Whitman also has not filed an individual income tax return since 1997 and has made no tax payments since 2000. In 2012, the IRS assessed nearly $800,000 in taxes against Whitman for 2002 through 2009 and began trying to collect. All rights reserved. million home. Herman Estes Jr. In March 2023, Estes made a $1.3

Tax
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Tech news: Karbon Practice Management evolves into Practice Intelligence

Accounting Today

The upgraded income tax return solution now includes enhanced client onboarding workflows that allow firms to create multiple engagements in bulk to accelerate onboarding. By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co.

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Tax Fraud Blotter: Boundless energy

Accounting Today

in Fayetteville, North Carolina, (effective Jan. San Jose, California: Execs Lalo Valdez and Matthew Olson have pleaded guilty to not paying over employment taxes to the IRS. All rights reserved. Schmitz, San Antonio, indefinite from March 11, 2025. West Virginia: CPA George W. Jordan, Harpers Ferry, indefinite from Dec.

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