CPA Practice

NOVEMBER 7, 2023

The AICPA recently recognized the contributions of 11 finance professionals during the 2023 AICPA & CIMA Forensic and Valuation Services Conference held in Las Vegas in November. The awards spotlight significant contributions to the advancement of the fields of forensics accounting and business valuation.

forensic accounting 59

forensic accounting CPA accounting and finance chartered accountant 59

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

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. Awards presented include the P.

cpas 98

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CPA Practice

NOVEMBER 6, 2023

audit, tax, and advisory firm, recently announced that Rema Serafi (@remaserafi) has been named Vice Chair – Tax, succeeding Greg Engel who is retiring after four decades of service. His extensive consulting and advisory project experience spans the U.S., KPMG LLP names Rema Serafi Vice Chair – Tax KPMG LLP, the U.S.

Construction 64

Construction Real Estate Tax Florida 64

Cherry Bekaert

MARCH 15, 2023

Portfolio Valuation and Alternative Asset Advisory Due to increasing regulatory scrutiny, asset mangers, fund managers and alternative asset managers are often required to perform thorough and unbiased valuation analysis for an array of financial and accounting reporting purposes.

auditor 52

auditor Real Estate income tax audit 52

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

Shay CPA

MARCH 13, 2024

No matter what kind of solution, service, or product a company delivers, it has one thing in common with every other business in existence today. If that sounds familiar, we have a suggestion: consider fractional CFO services. Or you can choose a CFO advisory service. What’s that underlying thread?

accounting and finance 52

accounting and finance Finance payroll tax payroll 52

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

CPA Practice

OCTOBER 11, 2023

Public accounting firms in the United States reported strong top-line and bottom-line growth in their latest fiscal year results, driven by high demand for their services, according to a survey by the American Institute of CPAs and the Chartered Institute of Management Accountants.

accounting firms 119

accounting firms Account accountant accounted 119

CPA Practice

FEBRUARY 14, 2024

is a valuable addition to our International Services practice,” Kevin Keane, executive chairman at PKF O’Connor Davies, said in a statement on Feb. Kevin Keane “With over a decade of experience working with inbound companies on various tax-related matters, SuárezBaldomero, P.A.

New Jersey 52

New Jersey forensic accounting cpa firm audit 52

CPA Practice

JUNE 5, 2023

FORVIS adds Michael Shekel to forensics and valuation team in Washington, D.C. marke t FORVIS recently welcomed Michael Shekel as a managing director with the firm’s forensics and valuation team. Shekel joins the firm with more than 20 years of experience, focused primarily on valuation services.

Indiana 93

Indiana Massachusetts Real Estate CPA 93

CPA Practice

AUGUST 18, 2023

Those promoted include (* indicates affiliated entity member): Chris Abi-Raji , tax, Southfield, MI Mark Barrott , strategy and operations, Southfield, MI William Bean , Plante Moran Financial Advisors, Auburn Hills, MI Andy Brahm , tax, Denver Tech Center Amy Ciminello , tax, Columbus, OH Phil Clark , Plante Moran Financial Advisors, Southfield, MI (..)

Real Estate 52

Real Estate Healthcare accounting firms Tax 52

CPA Practice

AUGUST 31, 2023

Those surveyed also said they were mitigating interest rate hikes by exploring alternative financing, while PE firms are planning to hold assets longer in hopes that valuations will rise over time. Growth drives valuations,” Findlay said. What’s next?

Finance 59

Finance Entertainment Healthcare Technology 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. Matt Bartholomew , Transaction Advisory Services, Salt Lake City. Scott Klein , International Tax Services, Miami. Kasra Mojtahedi , Industry Specialty Services, Washington, DC. Principals.

New York 56

New York Washington tax services Tax 56

CPA Practice

SEPTEMBER 21, 2023

Those admitted to the partnership include: Fiorella Belardi , Tax and Business Services, Miami Marilea Campomizzi , Assurance Services, Mayfield Village, OH Kyle Connors , Assurance Services, Providence, RI Blerina Demiri , Tax and Business Services, New York Philip DiBartolomeo , Quality Control, New York Jennifer Freitas , Assurance Services, Providence, (..)

New York 52

New York Washington Tax accounting firms 52

Going Concern

AUGUST 11, 2023

These mottos aren’t just phrases, they drive the work we do, our commitment to client service, the relationships we build and the communities we foster.” ” Normally we call BS on statements like these but in Plante’s case we really do rarely hear complaints from staff and Jim is cool.

Real Estate 52

Real Estate Healthcare Tax Account 52

Cherry Bekaert

APRIL 11, 2023

Cherry Bekaert’s Healthcare Deal Advisory practice is uniquely positioned at the intersection of our Private Equity and Healthcare practices. Contact Us The post Deal Advisory Services for Healthcare & Life Sciences Industries appeared first on Cherry Bekaert.

Healthcare 40

Healthcare Tax 40

Cherry Bekaert

APRIL 9, 2024

Real estate valuations are a critical underwriting component in residential real estate lending, both from a consumer compliance and safety and soundness perspective. The links do not constitute an endorsement or an approval by Cherry Bekaert of any of the information, products, services, or opinions of the organization or individual.

Real Estate 52

Real Estate accounting and finance Finance Legal 52

PANALITIX

AUGUST 15, 2021

Then they’ll enter productive, long-term advisory relationships. For ideas on making your financial review (advisory) services more attractive, read on. Let’s look at ways to improve the impact of these review meetings so we can deliver (and sell) productive, long-term, advisory assignments. Frequency of Reviews.

financial statements 147

financial statements Education Account accountant 147

Anders CPA

JANUARY 2, 2024

Kniepmann, JD, CPA/CFF/ABV, CFE in Forensic, Valuation and Litigation to principals at the firm. He has experience serving clients in the Manufacturing and Distribution, Real Estate and Construction industries and also has a background in accounting services, including payroll and bookkeeping. Huff, CPA and Joshua L.

Missouri 59

Missouri forensic accounting Illinois public accounting 59

CPA Practice

OCTOBER 25, 2023

audit, tax, and advisory firm, today announced that Rema Serafi has been named vice chair – tax, succeeding Greg Engel who is retiring after four decades of service. KPMG LLP, the U.S. in this position, effective November 15, 2023, Serafi will also serve as a member of the firm’s management committee.

Tax 52

Tax audit Technology 52

Withum

AUGUST 9, 2023

Equity Compensation in 60 Seconds Withum’s Founders and Tech Executive Services Team helps simplify equity compensation and explain some general tax considerations of different types of equity compensation in this short video series. Startups should consider connecting with the accredited Withum’s Valuation Services Team for best practices.

Non-Profits 52

Non-Profits income tax Tax financial statements 52

Going Concern

MAY 31, 2023

“With their leadership, I look forward to our continued journey creating the advisory CPA firm of the future, today.” Badani, CPA Assurance – Financial Services (Irvine, California) Ashley R. Drysdale, CPA Tax – Private Client Services (Dallas, Texas) Heather M. Mahdi, CPA Tax – Professional Services (Washington, D.C.)

Wisconsin 52

Wisconsin Real Estate Pennsylvania Illinois 52

CPA Practice

JANUARY 4, 2024

The firm specializes in serving privately owned businesses and high-net-worth individuals with accounting, auditing, and tax services; business valuation aid; accounting software selection and implementation support; financial planning; and management advisory services and business planning. by revenue.

Real Estate 52

Real Estate New Jersey audit accounting software 52

Cherry Bekaert

FEBRUARY 12, 2024

The headwinds in the sector were generally reflective of a few core trends, including a higher-interest-rate environment, volatile valuations across both private and public markets for growth-oriented companies, increased financing costs for would-be acquirers, and an intractable valuation gap between buyers and sellers.

Technology 52

Technology Healthcare Washington Finance 52

CPA Practice

NOVEMBER 1, 2023

Founded in 1994, Button Eddy & Sorrentino has provided a broad range of tax, auditing, valuation, litigation support, and business advisory services to businesses, individuals, and nonprofit organizations. Doeren Mayhew offers an expansive suite of services and is well-respected in the accounting profession.

Michigan 52

Michigan CPA North Carolina Florida 52

CPA Practice

NOVEMBER 29, 2023

Her focus will be creating new campaigns that improve understanding and adoption of Bookkeep’s full suite of services. Whitley Penn Announces New Partners Whitley Penn, a full-service accounting firm with nine locations recently announced that eight individuals will be promoted to Partner effective January 1, 2024.

Real Estate 52

Real Estate audit cpas tax consultant 52

Cherry Bekaert

MARCH 30, 2023

About Cherry Bekaert’s Deal Advisory Services Cherry Bekaert provides guidance and support that help our clients move forward to reach their organizational goals. Our Deal Advisory team has undertaken deals with an aggregate transaction value in excess of $150 billion.

Agriculture 40

Agriculture Transportation Legal Tax 40

Cherry Bekaert

MARCH 30, 2023

About Cherry Bekaert’s Deal Advisory Services As a nationally recognized, growth-oriented firm, Cherry Bekaert provides guidance and support that help our clients move forward to reach their organizational goals. About Our Firm The post Deal Advisory Services for Technology Industry appeared first on Cherry Bekaert.

Technology 40

Technology Finance Tax 40

BuildYourFirm

APRIL 28, 2020

He has also been a recipient of the National Association of Certified Valuation Analyst’s Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.

Wisconsin 168

Wisconsin cpas CPA accounting degree 168

CPA Practice

MARCH 13, 2023

Payne Nickles & Company Hires First Chief Operating Officer to Drive Growth and Efficiency Payne, Nickles & Company, a full-service accounting, and business advisory firm, recently announced that Abbey Bemis will join the firm as its first Chief Operating Officer. Abbey will begin her role as COO Summer of 2023. BST & Co.

Real Estate 52

Real Estate forensic accounting Connecticut cpas 52

Withum

NOVEMBER 16, 2022

Listen in to this on-demand webinar as Tom Farrell of Withum Wealth Management and Maureen Doherty of Withum’s Healthcare Advisory Team discuss investing and managing your revenue in these turbulent times. Healthcare Advisory. All of these areas have squeezed practice’s operating margins. View Slide Deck. Meet our Experts.

Healthcare 52

Healthcare audit 52

Cherry Bekaert

APRIL 11, 2023

Cherry Bekaert’s Valuation Services practice functions as part of our integrated Transaction Advisory team. Our team consists of highly trained and experienced valuation professionals dedicated to assisting our clients with navigating the complexities within the current regulatory environment.

Real Estate 40

Real Estate Tax tax planning public accounting 40

Cherry Bekaert

FEBRUARY 2, 2024

Introduction Throughout 2023, private equity faced a litany of challenges as it navigated a mini banking crisis, increasing capital costs, and an intractable valuation gap between buyers and sellers, all while facing enhanced regulatory scrutiny. The cumulative impact resulted in a steep decline in overall deal activity.

accounting and finance 83

accounting and finance California cpa firm CPA 83

CPA Practice

JUNE 5, 2023

Business news and analysis website The Consulting Report last month released its ranking of the top 50 consulting firms of 2023 , which it said “highlights the world’s most trusted and influential professional services firms.” In the top five, global management consulting firm Kearney took the No.

cpa firm 52

cpa firm CPA Technology Agriculture 52

CPA Practice

DECEMBER 14, 2023

AICPA Recognizes 11 Outstanding Contributors to Forensic and Valuation Fields at Annual Conference AICPA recently honored the contributions of 11 finance professionals during the 2023 AICPA & CIMA Forensic and Valuation Services Conference held in Las Vegas in November. Nowlin, Jr., Nowlin, Jr.,

forensic accounting 49

forensic accounting CPA accounting and finance cpas 49

PANALITIX

APRIL 30, 2021

These synergies may include access to a new client base, a fresh service offering or improved processes. . Inevitably, business valuations will play a part in these discussions. Firstly, valuations among accounting firms) are NOT formulaic. High value (advisory) revenue streams will be highly valued by some acquirers.

Account 130

Account accountant accounted tax return 130