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Boomer's Blueprint: 4 ways algorithms can improve your firm

Accounting Today

For example, a checklist algorithm can analyze client data and past interactions to recommend advisory services, such as financial planning or strategic tax consultations. Gary Boomer Visionary and strategist, Boomer Consulting Inc. By Paige Hagy June 6 Like what you see?

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On the move: REDW appoints first OKC principal-in-charge

Accounting Today

GEORGIA Shelly Carmichael Smith + Howard, Atlanta, launched two new tax practices: site selection + incentives, led by Shelly Carmichael, and state and local income tax consulting, led by Brandee Tilman. PENNSYLVANIA Maggie Havelka Schneider Downs & Co., Read the full story.) By Michael Cohn July 10 Like what you see?

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When do I have to start collecting out of state sales tax? Part 2

TaxConnex

Major ones include Texas, Pennsylvania, Ohio, Virginia and California. California is a “hybrid-origin” state that applies certain state and local taxes based on the origin of a transaction, but the state also applies certain district level sales taxes based on the destination.). We said “most”: Some states are origin -based.

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Professionals on the Move – Sept. 2024

CPA Practice

Earlier in his career, Burke held several progressive managerial roles in financial services, including serving as executive vice president and chief lending officer at Wayne Bank, where he managed the overall sales, service, and operations of the commercial banking division across Pennsylvania and New York. Hollerich holds a B.A.

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Sales Tax Issues for Online Retailers

Withum

However, much more must be done to simplify small businesses’ sales tax compliance burden. Since the 2018 Wayfair decision, the states have become more aggressive in enforcing sales tax rules on online retailers. More Enforcement. Let’s Talk.

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Professionals on the Move – June 2024

CPA Practice

Brown Plus Welcomes New Team Members Leading accounting and advisory firm,Brown Plus, recently announced the hiring of two new team members in Pennsylvania and Maryland: Helen Badman joined the Firm as an Employee Specialist. Helen is located at the Brown Plus office in Camp Hill, Pennsylvania. and non-U.S.). He holds a B.S.