Advisory

Clients don’t always share every piece of relevant information with their advisors, according to a new report by Securian Financial Group, financial services provider.

Jim Boomer, CPA.CITP, CGMA, MBA — 37 CIO/Shareholder, Boomer Consulting, Inc.Manhattan, KS www.boomer.com, www.thinkplangrow.net Education: Masters of Business Administration (Marketing & Entrepreneurship), University of Texas at Austin; Bachelors of Science in Business Administration (Accounting & Management Information Systems), Kansas State University Professional Associations/Memberships: AICPA (TECH+ Conference Steering Committee, CITP Credentials Committee, Member, Chair of CITP […]

Jordan C. Kleinsmith, PMC — 29Product Manager, Enterprise Segment, Thomson ReutersTecumseh, MI http://cs.thomsonreuters.com / https://cs.thomsonreuters.com/blogs/ Education: B.A. History, Hillsdale College, Hillsdale, MIHobbies: Austrian economics, history, cliometrics, gadgetry, bagpiping, jogging, tea parties with my daughters What are the key areas of your firm that have seen the greatest change in workflow over the past few years? […]

Daniel T. Moore, CPA — 35Owner, D.T. Moore & Company                               Salem, OH www.dtmooreandcompany.com Education: Bachelor of Business Administration-Accounting, Kent State University; Master of Public Administration- Gannon University Professional Associations/Memberships: American Institute of Certified Public Accountants, Serves on Individual Tax Technical Resource Panel, Ohio Society of CPA’s- Serve on the Public Relations Advisory Council and Tax […]

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

A-lign CPAs has partnered with an accounting professor at the University of Richmond in efforts to bridge the communication gap between accounting educators and the profession.

Today as employees confuse the line between business and personal – electronic gaffes, outbursts and spontaneous blasts can span the globe in seconds.

The crowd-sourcing approach popularized by websites such as Kickstarter could give Wisconsin businesses a fresh source of funding, under a bill being drafted by three Republican lawmakers.