Advisory

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

With demand for alternative assets accelerating, CPAs have an opportunity to engage with a growing number of investors making investments in illiquid – and high potential – alternative assets held in an Individual Retirement Account (IRA).

The federal fiscal uncertainty stands to hit Virginia harder than any other state, a new survey finds.

Some of these accountants are suited for and satisfied with that role, but there are many others who recognize that the market demands a more proactive, advisory approach with clients.

WeiserMazars LLP, a leading accounting, tax, and advisory firm, has announced the promotion of five new Equity Partners in the firm.

Avalara recently announced a new strategic alliance with PrimeGlobal’s North American Region, giving PrimeGlobal member firms access to business-critical sales and use tax and value added tax information.

BMRG Advisory Program has announced that Palo Alto Software, Inc. is now a Premier Sponsor. BMRG provides collaborative educational and advisory services for CPA/accounting firms, technology companies and other small and mid-sized businesses. Palo Alto Software provides cloud-based tools that help small businesses plan and track their financial metrics. LivePlan, the company’s flagship product, helps […]

Summer may seem like a time where accountants can take a breath. They’re just past the April tax rush and still a ways ahead of end-of-year planning. But that timing makes August and September the optimum time to work on managing your practice – an essential part of which is managing business risk.