Accounting Today

MAY 3, 2024

The new advisory service follows Platform's acquisition of Walpole Financial Advisors.

66

66

CPA Practice

NOVEMBER 1, 2023

Chicago-based investment advisory firm Choreo has purchased BDO Wealth Advisors, the affiliated wealth management business of BDO USA, the sixth largest accounting firm in the U.S. Choreo is the former wealth management practice of RSM US, the fifth largest accounting firm in the U.S. By bringing approximately $8.1

cpa firm 52

cpa firm CPA accounting firms Account 52

Accounting Today

FEBRUARY 2, 2024

Two firms in Albany and Buffalo, New York, have agreed to a revenue-sharing arrangement.

New York 118

New York 118

CPA Practice

AUGUST 17, 2023

Two new industry surveys from the wealth management and asset management sectors to gain insights into their current economic challenges and how they’re positioning themselves for long-term market stability. The surveys were commissioned by Wipfli LLP (Wipfli), a top 20 advisory and accounting firm.

Technology 52

Technology accounting firms account management accounting manager 52

Withum

JULY 5, 2023

Withum is proud to share that Withum Wealth Management , a business combination built between Withum and Pinnacle Associates, was named as an honoree by NJBIZ on their Empowering Women List for 2023. Withum Wealth Management has an unwavering commitment to elevating women in the workplace and in the greater business community.

52

52

CPA Practice

JUNE 6, 2023

A wealth management firm, which had more than $210 billion in combined assets under management and advisement as of Dec. Never before has a top 60 CPA and advisory firm been acquired by a major wealth management firm. Overland Park, KS-based Creative Planning, ranked No.

South Dakota 52

South Dakota cpa firm Nebraska Iowa 52

CPA Practice

JUNE 6, 2023

A wealth management firm, which had more than $210 billion in combined assets under management and advisement as of Dec. Never before has a top 60 CPA and advisory firm been acquired by a major wealth management firm. Creative Planning, ranked No. Last year the company made 13 acquisitions. “We

South Dakota 52

South Dakota Minnesota cpa firm Nebraska 52

Going Concern

FEBRUARY 5, 2024

Financial Advisor says many accounting firms want to get on the wealth management bandwagon “to serve clients better” but of course really “ wealth management practices can be quite profitable when done well. These senior partners are responsible for their firm’s wealth management efforts.

Account 64

Account accountant accounted auditor 64

Accounting Today

AUGUST 25, 2023

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.

Tax 52

Tax tax planning 52

Menzies

JANUARY 17, 2023

A successful professional services business with 70 employees, which prided itself on offering excellent training and apprenticeships guiding young graduates through to full qualification sought out Menzies Wealth Management to provide a review of it’s employee benefits scheme. About Menzies Wealth Management.

chartered accountant 52

chartered accountant accounting firms Tax Account 52

Accounting Today

APRIL 30, 2024

New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields.

CPA 60

CPA Tax Account accountant 60

Accounting Today

APRIL 23, 2024

Accounting Today is in the midst of surveying CPA firms with wealth management practices for this year's 'Wealth Magnets' ranking.

cpa firm 134

cpa firm CPA Account accountant 134

Accounting Today

MAY 1, 2024

Ernst & Young acquired Nuvalence; CliftonLarsonAllen bought Ronald Blue; Wipfli added Harbour Results; and Avantax acquires wealth management business from Integrated Tax & Wealth Strategies.

Tax 80

Tax 80

Accounting Today

NOVEMBER 16, 2022

(..)

101

101

Withum

FEBRUARY 29, 2024

Lex is part of the Withum Wealth Management Team, specializing in Financial Planning. He works with families across generations, performing wealth analysis and offering expertise in investment management and financial planning. NJBI Z will celebrate all nominees at a ceremony on April 18, 2024.

Finance 116

Finance 116

PYMNTS

MARCH 16, 2018

regulators’ investigations into Wells Fargo ’s sales practices has expanded into the financial institution’s wealth management operations, according to news from The Wall Street Journal. Some of those sources also said the Federal Bureau of Investigation is speaking with some employees in the wealth management unit.

Sales 40

Sales Account accountant accounted 40

PYMNTS

DECEMBER 23, 2020

In today’s top news in digital-first banking, Goldman Sachs is testing out a wealth management program for the general public, while PayPal will allow customers to cash in their next stimulus checks without a fee. Goldman Sachs Testing Wealth Management App For The Masses.

Account 56

Account accountant accounted 56

Accounting Today

SEPTEMBER 26, 2022

(..)

75

75

Accounting Today

SEPTEMBER 11, 2023

The tax-focused financial planning and wealth management company that partners with accounting firms is going private and joining a larger financial firm.

accounting firms 119

accounting firms Tax Account accountant 119

Withum

APRIL 4, 2024

Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Withum Wealth Management. The post Retirement Plan Design for Physicians: Going Beyond the 401(k) appeared first on Withum.

Non-Profits 78

Non-Profits Tax public accounting Legal 78

CPA Practice

JUNE 21, 2023

By Tylor Willis, CFP, The Kansas City Star (TNS) Most of us want to preserve or grow our wealth. One crucial aspect of wealth management is creating a holistic financial plan that includes your estate and tax strategy. Strategic estate and tax planning are paramount to preserving wealth across generations.

Kansas 101

Kansas Tax income tax tax planning 101

Withum

OCTOBER 28, 2020

(..)

91

91

CPA Practice

MARCH 12, 2024

The McDonagh Bauers Private Wealth Team, formerly of Alex Brown, a division of Raymond James, has joined Ashton Thomas Private Wealth, an Arax Investment Partners firm. The team had $500M in assets under management while at Alex Brown. “We We couldn’t be more excited for what lies ahead.”

New York 52

New York 52

CPA Practice

MAY 16, 2024

The Bay Area market is a major business incubator on the West Coast and an international connection point,” said Baker Tilly Bay Area Managing Partner Lynette Stolarzyk. succeeding Gabe Torre who will step into the role of Managing Partner – Western U.S. Managing Partner, Steve Milner. “It

cpa firm 52

cpa firm Non-Profits CPA Tax 52

Withum

JUNE 9, 2022

Jim Ferrare , Managing Principal of Withum Wealth Management and Principal of Withum’s sub-investment advisor Pinnacle Associates, was named to this year’s 2022 Best-In-State Wealth Advisors list by Forbes for the fifth year in a row. a Withum Wealth co-founder alongside the Firm.

Legal 98

Legal CPA Tax 98

CPA Practice

JUNE 20, 2023

On behalf of Wells Fargo, Versta Research conducted a national online survey of 1,008 “wealth creators,” defined as U.S. Where the wealth comes from Nine out of ten (90%) wealth creators attribute their financial success specifically to hard work and determination.

Real Estate 115

Real Estate Education Healthcare Start-ups 115

Accounting Today

JANUARY 22, 2024

The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.

Account 91

Account accountant accounted Tax 91

CPA Practice

DECEMBER 12, 2023

Naperville, IL-based Sikich has signed an agreement to acquire the operating assets of Golden Trail Advisers, a wealth management consulting firm based in Burr Ridge, IL. The firm helps business owners and individuals maximize wealth and minimize the impact of taxes over multiple generations.

Ohio 52

Ohio Management Consulting accounting firms Tax 52

Accounting Today

NOVEMBER 9, 2022

(..)

75

75

Accounting Today

DECEMBER 5, 2023

The new wealth management business opens with help from Integrated Partners as more RIAs and accountants follow the trails blazed by many dual practitioners.

Tax 89

Tax Account accountant accounted 89

Accounting Today

DECEMBER 15, 2023

After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.

Tax 87

Tax 87

TaxConnex

JULY 13, 2021

of our services and how we can alleviate the stress of managing sales tax that you and your business may be experiencing. We wanted to make the new website faster, easier to navigate, and more informative , and we believe this new site achieves all these things! Specific use cases.

Education 233

Education Tax Sales 233

CPA Practice

AUGUST 15, 2023

Intuit QuickBooks Welcomes Karla Uribe, Serving the Accountant Community as the New Director of Product Management, Partners Segment Intuit QuickBooks recently announced that Karla Uribeis the new Director of Product Management, Partners Segment.

quickbooks 98

quickbooks Indiana Real Estate audit 98

Withum

AUGUST 17, 2022

He has been an integral part of rolling out firm audit technology and process and also leads Withum’s project management team, a strategic priority for the Firm. Austin Hagaman is a Wealth Advisor and Principal at Withum Wealth Management.

public accounting 98

public accounting Education audit CPA 98

CPA Practice

FEBRUARY 5, 2024

Vice President Northern Trust www.northerntrust.com/united-states/home Robert is a Regional Wealth Advisor at Northern Trust responsible for advising the most sophisticated clients in the Northeast region. He works closely with clients to help optimize their wealth within a goals-based construct utilizing financial modeling and analytics.

CPA 52

CPA Construction Washington New York 52

Going Concern

MAY 16, 2024

The Bay Area market is a major business incubator on the West Coast and an international connection point,” said Baker Tilly Bay Area Managing Partner Lynette Stolarzyk. succeeding Gabe Torre who will step into the role of Managing Partner – Western U.S. Seiler Partner Ron LaVelle will be Baker Tilly Private Wealth practice leader.

Non-Profits 64

Non-Profits Tax Account accountant 64

CPA Practice

MARCH 15, 2024

Sponsored by Forwardly, this series will be sharing Fulton and Roppa-Roberts’ wealth of knowledge that targets the crucial aspects of professional growth and business management within the accounting sector. Get ready to enhance practice management, expand networks, and elevate professional capabilities with Blueprints for Business.

bookkeeping 105

bookkeeping Education Tax accounting firms 105