Roger Ochs is the President and CEO of H.D. Vest Financial Services (www.HDVest.com), which was founded in 1983 by a CPA seeking to serve more of his clients’ financial needs. Today, the company supports nearly 5,000 tax and accounting professionals, helping them to integrate comprehensive financial planning solutions and investment services into their practices, including securities, insurance, money management services and banking solutions.
Technology December 20, 2024
Brian Tankersley, CPA, and Randy Johnston continue their travels to the largest conference for accounting professionals, and provide a recap of the 2024 Intuit Connect user conference.
Auditing December 19, 2024
Thursday's free CPE session topics begin at 9am ET, and include Secure Act 2.0 effects on retirement, CAS, business license management, firm strategies, tax resolution, firm staffing, and marketing. Day two sessions start at 9am ET.
SEC December 18, 2024
The 2025 PCAOB budget totals $399.7 million, and the accounting support fee totals $374.9 million, of which $346.1 million will be assessed on public company issuers and $28.8 million will be assessed on registered broker-dealers.
Accounting December 18, 2024
The event is free for professionals, thanks to the sponsorship of several leading accounting and tax technology providers. All sessions are NASBA certified for CPE credit, and some sessions are IRS certified for CE credit.
Accounting Standards December 17, 2024
The proposed ASU provides recognition, measurement, presentation, and disclosure requirements for all entities that purchase or hold environmental credits or have a regulatory compliance obligation that may be settled with environmental credits.
Accounting December 17, 2024
The Financial Accounting Standards Board released the 2025 GAAP Financial Reporting Taxonomy, which contains updates for accounting standards, and four other taxonomies on Dec. 16.
Mergers and Acquisitions December 17, 2024
The Columbus, OH-based top 100 accounting firm has expanded its services for credit unions and financial institutions by acquiring CPA firm Lillie & Co. and its affiliate Lillie Resource Group.
Accounting December 17, 2024
The top 20 accounting firm has debuted CloudSync, a proprietary cloud integration platform that simplifies how businesses connect and manage essential third-party solutions.
Accounting December 17, 2024
The new new integration is powered by QuickFee Connect and streamlines payment workflows, accounts receivable processes, and client experience touchpoints for users of both platforms.
Mergers and Acquisitions December 17, 2024
Six members from Cherry Bekaert Advisory’s team are joining Sikich as a result of the transaction, bringing extensive experience in cost management and activity-based information to the Chicago-based professional services firm.
Mergers and Acquisitions December 17, 2024
“With Yurgosky joining the firm, we’re excited to bring our clients a new set of technological solutions, particularly within the Salesforce environment, which is a first for us," said Moss Adams Chairman and CEO Eric Miles.
Technology December 16, 2024
Part of SAP Sustainability solutions, SAP Green Ledger allocates carbon emissions to specific economic activities and transactions captured by ERP solutions from SAP.
