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Should Tax Planners Work with Family Offices? How Family Offices Work

CTP

Personal Assistance & Concierge A family office may also offer support with scheduling, bill payments, managing domestic staff, travel planning, and overseeing property management—which can include real estate, aircraft, and art collections.

Tax
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Visual Lease to Be Acquired By CoStar Group

CPA Practice

Visual Lease, a software platform for integrated lease management, accounting, and reporting, is being acquired by CoStar Group, a provider of online real estate marketplaces, information, and analytics in the property markets, the companies said on Oct. Financial terms of the deal weren’t disclosed.

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AICPA News – July 2025

CPA Practice

Mary Girsch-Bock AICPA News is a collection of recent news briefs from the American Institute of CPAs and the Chartered Institute of Management Accountants. companies who hold executive and senior management accounting roles. Only 27% now hold a favorable view of the U.S. territory of Guam and is awaiting approval.

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Professionals on the Move – June 2025, Part III

CPA Practice

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.

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Professionals on the Move – July 2025

CPA Practice

Subscribe Tags:  Firm Management , firm staffing , promotions Recommended Firm Management Articles View All Firm Management Articles Mergers and Acquisitions July 7, 2025  LMC Merges with Stephen A.

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Tax Fraud Blotter: Negative waves

Accounting Today

He provided a proof of funds letter that hed created using an online form and provided the real estate agent with contact information for Heggins, whom he claimed was his trust manager with authority to approve the cash offer. In March 2023, Estes made a $1.3 million cash offer for a local property.

Tax
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Doeren Mayhew acquires RMH

Accounting Today

Were also looking forward to growing our Houston team with a group of very talented accounting professionals and industry leaders." RMH reports revenue of $9 million, offering tax, assurance and outsourced accounting services to small to midsized businesses in healthcare, manufacturing, real estate and nonprofit sectors in the Houston market.