Going Concern

MARCH 21, 2024

The restructuring will see Deloitte trim its five main service lines down to four. FT: Under the plan, Deloitte’s main business units will be cut to four — audit and assurance; strategy, risk and transactions; technology and transformation; and tax and legal — from the five the firm has had since 2014.

audit 89

audit Legal Maine Technology 89

CPA Practice

SEPTEMBER 25, 2023

TAG Alliances Welcomes Ray Polantz of Cohen & Company as New Advisory Board Member TAG Alliances, a leading multidisciplinary alliance of independent professional services firms, recently appointed Raymond Polantz, Tax Partner at Cohen & Company as its newest Advisory Board member.

New Hampshire 105

New Hampshire Massachusetts CPA Real Estate 105

CPA Practice

FEBRUARY 5, 2024

The newly admitted partners and principals bring expertise across advisory, assurance, and tax, and play integral roles in the firm’s industry groups. Top 20 accounting firm CohnReznick admitted 24 professionals—18 men and six women— to its partnership on Feb.

New York 52

New York accounting and finance Tax accounting firms 52

CPA Practice

FEBRUARY 2, 2024

The newly admitted partners and principals bring expertise across advisory, assurance, and tax, and play integral roles in the firm’s industry groups. Top 20 accounting firm CohnReznick admitted 24 professionals—18 men and six women— to its partnership on Feb.

New York 52

New York accounting and finance Tax accounting firms 52

CPA Practice

JULY 31, 2023

Schneider Downs Announces Seven Additions to Ownership Group Schneider Downs, one of the 60 largest certified public accounting and business advisory firms in the United States, recently announced the addition of seven new shareholders to its ownership group. Included among those promoted to Shareholder at Schneider Downs are: Ryan R.

Real Estate 97

Real Estate West Virginia Manufacturing audit 97

CPA Practice

SEPTEMBER 25, 2023

By Sandy Petty, CPA, CGMA, PHR, SHRM-CP Determining the right pricing strategy for advisory services is a science and an art. I want to dive into the essential aspects of pricing advisory services to help my tax and accounting peers navigate this crucial aspect of their practice.

audit 113

audit accounting and finance accounting firms CPA 113

Going Concern

FEBRUARY 6, 2024

The significant investment from H&F and Valeas provides the firm with access to additional capital and capabilities to accelerate growth through investments in talent, technology and further strategic acquisitions directed at providing best-in-class client services.

cpa firm 89

cpa firm accounting and finance public accounting CPA 89

CPA Practice

JANUARY 19, 2024

But even pre-dating the pandemic, a much more fundamental dynamic has been underway, shaping the very nature of how modern and future practices will operate, the services they will provide, and the even the makeup of the staff who constitute those firms. Pricing CAS Services 4. Or is it CAS (Client Advisory Services)?

accounting firms 78

accounting firms Account accountant accounted 78

ThomsonReuters

MARCH 21, 2023

A client comes in to drop off all their tax prep information and stops to ask you a “quick question.” Instead, when a client asks a question that is beyond the scope of the agreement , use it as an opportunity to put advisory services at the center of your client relationships. It’s probably happened to you before.

CPA 97

CPA Tax tax return accounting firms 97

TaxConnex

DECEMBER 8, 2022

spares you the complexities and headaches of sales tax thresholds. And you’d be right – except that in many countries you’d instead run into value-added tax (VAT) on transactions. VAT is an indirect tax on consumption, ultimately payable by the final consumer of the goods or services. When Does VAT Apply.

Tax 195

Tax Transportation Sales Maine 195

CPA Practice

FEBRUARY 19, 2024

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting and tax profession. Schneider Downs Boosts Tax Team Schneider Downs & Co., Hailey Adams , Tax Manager, has been in public accounting for over 9 years, primarily focusing on tax-exempt organizations.

New Hampshire 64

New Hampshire audit accounting and finance Non-Profits 64

ThomsonReuters

JULY 6, 2023

In today’s ultra-competitive business landscape, being an accountant means far more than preparing tax returns or compiling financial statements. But what does accounting advisory mean and how can your firm take advantage of this unique opportunity to showcase your knowledge and build deeper relationships with your clients?

Account 88

Account accountant accounted tax return 88

CPA Practice

JANUARY 31, 2023

The new Bennett Thrasher partners are: Nina Desai DiAndria Green Dane Harris Ray Lee Gabe Rivers Brian Sengson Chris Tomaselli Nina Desai focuses on R&D tax credits in Bennett Thrasher’s Credits and Incentives practice. Her experience includes helping claim tax credits for clients of all sizes, from startups to Fortune 500.

New Hampshire 110

New Hampshire Georgia Virginia public accounting 110

CPA Practice

FEBRUARY 5, 2024

The Financial Times reported that H&F and Valeas would take an equity stake of about $1 billion for just over 50% of the Chicago-based accounting and advisory firm, with more than $900 million coming from H&F, according to a person familiar with the deal.

CPA 64

CPA Legal public accounting accounting and finance 64

ThomsonReuters

JULY 25, 2023

To keep pace in an increasingly competitive landscape, forward-looking firms are investing in artificial intelligence (AI) solutions to automate tax workflow, open up additional revenue streams, and better serve clients. If your firm is considering an investment in tax technology, the time is now.

Technology 98

Technology Tax audit accounting firms 98

Withum

JUNE 8, 2023

Henil is a manager in Withum’s Forensic and Valuation Services Group. He has seven years of experience in providing business valuation and transaction advisory services for a multitude of industries, including technology, consumer products, life sciences, and others.

Education 98

Education Tax Finance Technology 98

CPA Practice

APRIL 19, 2024

By Gail Cole One of the most effective ways for an accounting practice to increase revenue and promote client satisfaction is to offer additional services that are essential to client compliance and success. The tax compliance landscape is incredibly complex; you can help your clients navigate it.

Technology 69

Technology Tax audit Account 69

ThomsonReuters

SEPTEMBER 7, 2023

Prepare for the future of accounting with Thomson Reuters Practice Forward® How to turn transactions into connections In today’s economic landscape, roles are constantly shifting and evolving to meet the demands of compliance frameworks, changes in tax laws , and the expectation of more data on demand.

Account 59

Account accountant accounted tax return 59

CPA Practice

FEBRUARY 22, 2024

CohnReznick LLP, an advisory, assurance, and tax firm, has been recognized by The M&A Advisor with the Sec. 363 Sale of the Year Award ($10 MM – 50MM category) for its advisory work in the restructuring and sale of Winc, Inc., a wine club, wholesaler, and online retailer. CohnReznick won the Sec.

Sales 59

Sales Tax Retail 59

ThomsonReuters

SEPTEMBER 9, 2022

But for those accountants who’ve answered the call to provide advisory services and being that valued business partner their clients need, the accounting profession can be one exciting ride. That means there’s more time to focus on higher-value services and long-term strategies.

Account 98

Account accountant accounted tax return 98

CPA Practice

FEBRUARY 1, 2024

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting and tax profession. Schneider Downs Boosts Tax Team Schneider Downs & Co., Hailey Adams , Tax Manager, has been in public accounting for over 9 years, primarily focusing on tax-exempt organizations.

New Hampshire 52

New Hampshire audit accounting and finance Non-Profits 52

Withum

MARCH 28, 2022

Withum is excited to announce that Caroline Banzali has joined the Firm’s Transaction Advisory practice as a partner specializing in tax due diligence, structuring and post-transaction integration and tax optimization planning. Steve Brady Partner and Practice Leader of Transaction Advisory Services.

California 98

California Tax 98

Going Concern

SEPTEMBER 6, 2023

Congrats to all! The post Promotion Watch ’23: Marcum’s 31 New Partners Would Be a Record Were It Not For Last Year’s Freidmans appeared first on Going Concern.

New York 78

New York Tax Washington Account 78

ThomsonReuters

JULY 6, 2023

Are you an accountant looking to break into the exciting world of mergers and acquisitions (M&A) advisory services? M&A advisory services are a professional service designed to help corporations, private equity firms, and other entities execute mergers and acquisitions.

Legal 52

Legal Tax Start-ups Construction 52

CPA Practice

JUNE 8, 2023

Thomas Austin Scholarship, Personal Financial Planning Distinguished Service Award, Sid Kess Award and Standing Ovation awards for both Personal Financial Planning and Technology Advisory. Personal Financial Planning (PFP) Division Distinguished Service Award Richard (Dick) J. Lamden School of Accountancy.

cpas 98

cpas CPA forensic accounting Education 98

Withum

FEBRUARY 16, 2024

Benefits, Challenges and Pitfalls of Healthcare M&A Mergers and affiliations in the healthcare industry have significantly increased, these transactions include all aspects of healthcare including hospitals and healthcare systems, physicians, ancillary healthcare entities and private equity firms. Already Registered?

Healthcare 52

Healthcare Hospitality Construction Tax 52

Going Concern

APRIL 18, 2024

Paul also announced that PwC US is aligning its organizational structure across three lines of service— Assurance, Tax and Advisory —to better serve client needs, their buying patterns and the market. Current: New: So that’s nice. Well that’s interesting.

audit 107

audit Texas Technology Legal 107

CPA Practice

OCTOBER 11, 2023

CohnReznick LLP has acquired the Public Sector Advisory Group from Exiger, a technology-focused risk and compliance services firm. CohnReznick is one of the leading advisory, assurance, and tax firms in the United States. Terms of the agreement were not disclosed.

Construction 59

Construction audit Government Tax 59

Going Concern

OCTOBER 19, 2022

19: The number of new partners and principals who work in either assurance or tax, the most of any service line at BDO. Scott Ashworth , Tax, Atlanta. James Backes , Tax, St. Matt Bartholomew , Transaction Advisory Services, Salt Lake City. Rivka Bier , Tax, Baltimore. Cory Hill , Tax, Chicago.

New York 56

New York Washington tax services Tax 56

Going Concern

AUGUST 22, 2022

Speaking of the press release, it’s official : Guidehouse and Grant Thornton LLP (Grant Thornton) today announced they have signed a definitive agreement under which Guidehouse, a portfolio company of Veritas Capital, will acquire Grant Thornton’s Public Sector Advisory practice. Grant Thornton to divest Public Sector Advisory practice.

Government 89

Government Management Consulting Washington audit 89

TaxConnex

APRIL 12, 2022

There’s always something changing in the world of tax, especially sales tax. Inflation and other spiraling prices have driven states’ lawmakers to consider relief via sales and other taxes. Florida seems to be leading the way, proposing sales tax holidays and other short- and long-term tax relief on a broad range of products.

South Dakota 209

South Dakota Sales Tax North Carolina 209

Cherry Bekaert

JULY 18, 2023

  What is a carve-out transaction? On the surface, these carve-out transactions may present a compelling opportunity to acquire a mature business, but there are often hidden challenges below the surface that can impact the buyer’s ability to produce transformative growth and profitability improvements. In this episode of Acquire.

Non-Profits 52

Non-Profits Tax 52

Going Concern

MARCH 5, 2024

Last year around this time, one of the big crypto blogs noticed Deloitte had suddenly placed more than 300 job openings for positions such as Blockchain & Digital Assets Manager, Blockchain & Cryptocurrency Tax Manager, and Blockchain & Cryptocurrency in NFTs Tax Manager (LOL). Perform link chart analysis.

audit 56

audit Virginia accounting and finance Legal 56

CPA Practice

JUNE 26, 2023

Back in February, KPMG announced internally it would be cutting about 2% of its workforce —specifically 700 or so employees from its advisory practice—because, according to KPMG U.S. Vice Chair of Advisory Carl Carande, “we continue to have more people than needed to meet client demand.” KPMG employs roughly 40,000 people in the U.S.,

audit 64

audit Tax accounting firms Account 64

Withum

JANUARY 31, 2023

Building off the substantial growth in financial services, including the SPAC sector, Withum, a top 25 advisory and accounting firm, announced the promotion of partner Jay Shepulski to the National Leader of its Private Equity Practice.

auditor 98

auditor audit public accounting tax services 98

Going Concern

MARCH 13, 2024

Unfortunately the pain isn’t limited to the handful of partners who conspired to generate billable hours from confidential government tax information but for staff, too. Many of the 329 staff are redundant back office folks and those in consulting though losses will be spread to other service lines as well. Probably not.

Government 91

Government Tax Sales 91

CPA Practice

FEBRUARY 2, 2024

Simply put, there are so many other options for clients to “get the books done” or “taxes filed” than there used to be. The message that many accountants indirectly or directly communicate to their potential clients and ends up falling flat is: “I can do your taxes cheaper/faster/better.” Let’s look at tax services as an example.

Account 119

Account accountant accounted tax return 119