DMJPS Joins Forces With Potter & Co. in North Carolina
CPA Practice
JUNE 6, 2025
As of July 1, when the deal goes into effect, top 200 accounting firm DMJPS will have more than 200 employees, 25 partners, and 10 North Carolina office locations.
North Carolina Related Topics 
Accounting Firm Abruptly Nopes Out of Tax Season Early, the Local Sheriff Is Investigating
Going Concern
MARCH 20, 2025
Some potentially juicy news coming out of North Carolina today : The Alexander County Sheriffs Office has received numerous calls related to the accounting firm of Price, Breazeale & Chastang, PA. The Sheriffs Office has been in contact with the North Carolina Board of CPA Examiners pertaining to the business.
North Carolina 
124
124 Join 237,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Webinars
AI In Accounting: A Practical Roadmap For Smarter AP
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Trending Sources
Sorren Adds Williams Overman Pierce in North Carolina
CPA Practice
JULY 7, 2025
Sorren, which formed last spring and is comprised of 13 accounting firms across the U.S., has added a 14th firm to its roster—Raleigh, NC-based Williams Overman Pierce.
Accounting is changing, and the world can't wait until 2026
Accounting Today
JUNE 6, 2025
By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. By Michael Cohn 10h ago Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases.
accountant 87
87 
Sales tax and streaming services
TaxConnex
JULY 15, 2025
Digital products” are generally taxable in Alabama, Connecticut, Idaho, Iowa, Kentucky, Louisiana, Minnesota, Mississippi, Nebraska, North Carolina, Ohio, Utah, Vermont, Wisconsin and Wyoming.
Sales 147
147 
Sales tax and real property improvement services (part 1)
TaxConnex
JANUARY 23, 2025
New Jersey, North Carolina, New York and a few other states have specific rules around capital improvements, often distinguishing material improvements to the property (extending the life of the property or expanding its usefulness). Capital improvements.
Sales 147
147 
DMJPS expands in Charlotte
Accounting Today
JUNE 5, 2025
EDT 1 Min Read Facebook Twitter LinkedIn Email DMJPS headquarters in Greensboro, North Carolina DMJPS PLLC, a Regional Leader based in Greensboro, North Carolina, is adding Potter & Co. Were a firm built in North Carolina — and were doubling down on that commitment."
CAS accounting and the next generation of accountants
Accounting Today
JUNE 5, 2025
By Jeff Stimpson 9h ago Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. PA, based in the Charlotte metropolitan region, effective July 1. By Michael Cohn 11h ago Audit Auditors' pessimism about economy surges Audit partners pessimism about the U.S.
accountant 88
88 
What’s new in sales tax?
TaxConnex
DECEMBER 3, 2024
A North Carolina-based online retailer has lodged a complaint in the state’s Business Court that their tax advisory firm failed to warn about sales tax filing obligations. The motivation for such a report isn’t reported, but efforts to create a sales tax in Montana date back more than 50 years.
Sales 162
162 
Special Report: 2025 Readers’ Choice Awards
CPA Practice
JUNE 30, 2025
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.
Technology 104
104 
Professionals on the Move – July 2025
CPA Practice
JULY 7, 2025
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.
AICPA News – July 2025
CPA Practice
JULY 7, 2025
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.
cpas 85
85 
XcelLabs launches to help accountants use AI
Accounting Today
JUNE 6, 2025
By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. By Michael Cohn 10h ago Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases.
Technology 52
52 
Wayfair’s 7th birthday: Sales tax changes continue
TaxConnex
JUNE 19, 2025
Some states are trying to make post-Wayfair life easier by eliminating transaction thresholds to create economic nexus, including Alaska, North Carolina, South Dakota, California, Colorado, Iowa, Maine, North Dakota, Washington and Wisconsin. Tax breaks.
Sales 221
221 
On the move: HCVT hired CAS co-leader
Accounting Today
JUNE 6, 2025
By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. By Michael Cohn 10h ago Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases.
New Jersey 52
52 
Ascend adds two East Coast firms
Accounting Today
JULY 1, 2025
Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1.
Tax Fraud Blotter: Prep perps
Accounting Today
JUNE 5, 2025
Summerfield, North Carolina: William Lamar Rhew III has pleaded guilty to wire fraud, money laundering, securities fraud, tax evasion and failure to file returns in connection with a $20 million Ponzi scheme. He also filed false returns for himself for tax years 2017 through 2019, failing to fully report his income.
Tax 59
59 
Tech news: Karbon Practice Management evolves into Practice Intelligence
Accounting Today
JUNE 6, 2025
By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. By Michael Cohn 10h ago Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases.
Technology 59
59 
Tax Fraud Blotter: Negative waves
Accounting Today
JUNE 19, 2025
of Fieldale, Virginia, was sentenced to 84 months in prison; his co-conspirator Daniel Heggins of Charlotte, North Carolina, was sentenced to 24 months. Roanoke, Virginia: Two men have been sentenced to prison for wire and tax fraud to obtain title to a $1.3 million home. Herman Estes Jr. In March 2023, Estes made a $1.3
Tax 69
69 
Ascend Adds Accounting Firms in New York, North Carolina
CPA Practice
JULY 7, 2025
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.
On the move: KPMG elects next Americas chair
Accounting Today
JUNE 13, 2025
NORTH CAROLINA The American Institute of CPAs, Durham, and the National Association of State Boards of Accountancy announced this years winners of the Elijah Watt Sells Award, granted to CPA candidates who obtain a cumulative average score above 95.50 7 among Large Employers, up from last years ranking of No.
Technology 45
45 
A strategic reset in federal financial auditing
Accounting Today
JULY 1, 2025
By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?
audit 64
64 
IESBA tax planning ethics standards take effect
Accounting Today
JULY 1, 2025
By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?
tax planning 64
64 
Tax Fraud Blotter: Boundless energy
Accounting Today
JUNE 26, 2025
in Fayetteville, North Carolina, (effective Jan. Schmitz, San Antonio, indefinite from March 11, 2025. West Virginia: CPA George W. Jordan, Harpers Ferry, indefinite from Dec. Reinstated to practice before the IRS were CPA Willie Cooper Jr., 8, 2025) and CPA Mitchell L. Klein, in New City, New York, (effective July 22, 2024).
Tax 71
71 
In the blogs: Get yourself ready
Accounting Today
JULY 2, 2025
By Roger Russell July 2 Accounting North Carolina signs licensure changes bill into law North Carolina Gov. By Jeff Stimpson July 2 Tax CFOs split on impact of Trump tax bill Tariffs and the impact of government debt on the economy remain major concerns, according to a Grant Thornton survey.
Friday Footnotes: PE-Backed Firm Gets Rid of CPA on Email Signatures?; Big 4 HR Bots; IRS Audits Way Down | 4.11.25
Going Concern
APRIL 11, 2025
Salaries for accountants are starting to increase after lagging for years, experts said.
audit 52
52 
M&A roundup: LMC, Sorren and Alpine Mar expand
Accounting Today
JULY 1, 2025
On Tuesday, Ascend added two other firms : BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. WOPs offices are located in Greensboro, Raleigh and Wilmington, North Carolina. LMC Advisors ranked No. By Paige Hagy 8h ago Like what you see?
Tech's response to the rise of check fraud
Accounting Today
JULY 2, 2025
By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. By Jeff Stimpson 7h ago Tax CFOs split on impact of Trump tax bill Tariffs and the impact of government debt on the economy remain major concerns, according to a Grant Thornton survey.
Technology 52
52 
Blue & Co. Expands Presence with New Office in Chattanooga, Tennessee
CPA Practice
JULY 7, 2025
Jason Bramwell Mergers and Acquisitions July 7, 2025 Sorren Adds Williams Overman Pierce in North Carolina Sorren, which formed last spring and is comprised of 13 accounting firms across the U.S., has added a 14th firm to its roster—Raleigh, NC-based Williams Overman Pierce.
Tennessee 55
55 
CFOs split on impact of Trump tax bill
Accounting Today
JULY 2, 2025
By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. By Jeff Stimpson 7h ago Tax CFOs split on impact of Trump tax bill Tariffs and the impact of government debt on the economy remain major concerns, according to a Grant Thornton survey.
Employers add 139K jobs, with 3,100 in accounting
Accounting Today
JUNE 6, 2025
By Jeff Stimpson June 5 Practice management DMJPS expands in Charlotte North Carolina Regional Leader DMJPS is adding Potter & Co. By Michael Cohn 10h ago Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases.
accountant 59
59 
Legal expert warns employers of risks in recouping wage overpayments without proper protocols
ThomsonReuters
JUNE 5, 2025
“North Carolina, for example, characterizes overpayments as wage prepayment,” Crotty said. However, Crotty emphasized that employers must still adhere to federal and state minimum wage laws, ensuring that deductions do not reduce pay below legal thresholds.
Legal 52
52 
UHY adds Ohio firm
Accounting Today
JULY 1, 2025
By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?
Ohio 59
59 
Noncompetes under pressure: Experts say tailored strategies are key in 2025
ThomsonReuters
JUNE 23, 2025
Other states — including New York, Illinois, and North Carolina — proposed legislation to limit noncompetes based on employee income thresholds, reflecting a broader trend toward more targeted, worker-protective restrictions. In 2025, Arizona introduced a bill to fully ban noncompetes, joining states like California and Minnesota.
Senate strips AI provision from tax bill
Accounting Today
JULY 1, 2025
Senator Thom Tillis of North Carolina, who on Sunday announced he would retire from the Senate, was the sole lawmaker to support keeping the AI provision in the bill. That the provision initially received broad support shows that Republican Party power centers are firmly behind the AI industrys wish for minimal regulatory interference.
George Washington’s First Inauguration
Withum
JANUARY 17, 2025
New York failed to produce a slate of electors, and North Carolina and Rhode Island did not ratify the Constitution until after the Government was established. Ballots were cast by ten states for President and Vice President. John Adams received the second-highest number of votes and was elected the first Vice President.
Rhode Island 52
52 
Trump's tax bill set to help SoFi, other private student lenders
Accounting Today
JULY 2, 2025
By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. By Jeff Stimpson 7h ago Tax CFOs split on impact of Trump tax bill Tariffs and the impact of government debt on the economy remain major concerns, according to a Grant Thornton survey.
House GOP hardliners warn of a delay to tax vote
Accounting Today
JULY 2, 2025
Trump is the best closer," Representative Richard Hudson of North Carolina, one of the Houses vote-counting whips, said predicting a vote on Wednesday. By Roger Russell 7h ago Accounting North Carolina signs licensure changes bill into law North Carolina Gov. We are going to get this done.
Mastering U.S. Federal Payroll Compliance
CPA Practice
OCTOBER 22, 2024
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.
payroll 52
52 
North Carolina Reclaims No. 1 Spot on CNBC’s Top States for Business List
CPA Practice
JULY 10, 2025
1 Spot on CNBC’s Top States for Business List North Carolina bested Texas, Florida, Virginia and Ohio to finish No. By Brian Gordon The Charlotte Observer (TNS) North Carolina bested Texas, Florida, Virginia and Ohio to finish No. In 2025, North Carolina finished No.
North Carolina 104
104 
Small business jobs and wages held steady in June
Accounting Today
JULY 1, 2025
By Michael Cohn 6h ago Practice management Ascend adds two East Coast firms Ascend added two more CPA firms: BGW in Charlotte, North Carolina, and Tronconi Segarra & Associates in Williamsville, New York, effective July 1. By Paige Hagy 8h ago Like what you see?
Ohio 93
93 
What oil and gas companies need to know about taxation worldwide
ThomsonReuters
JULY 14, 2025
in North Carolina to a high of 9.8% These states include California, Idaho, Montana, and North Carolina. But because the AMT is based on financial statement income, not taxable income, IDC deductions don’t lower taxable income as much as they can for smaller oil and gas companies not subject to the AMT.
North Carolina bill aims to fix CPA shortage
Accounting Today
MARCH 19, 2025
North Carolina is the latest state making legislative moves in hopes of expanding the pipeline of licensed accountants with an alternative path.
North Carolina 106
106 
North Carolina Extends PTET Election Due Date and Clarifies Franchise Tax Base Cap Computation
Cherry Bekaert
MAY 28, 2024
Contributors: Tony Konkol, Manager, State & Local Tax North Carolina Senate Bill No. 259 (Session Law 2023-134) was enacted on October 3, 2023, expanding eligibility for North Carolina’s PTET election. House Bill No. However, the maximum for the first $1,000,000 of a corporation’s tax base is $500.
North Carolina 104
104 
Let's personalize your content