Advisory

Duff & Phelps, A Kroll Business, the world’s premier provider of valuation, corporate finance, governance, risk and transparency, announced that Philippe Penelle has joined as a managing director based in Los Angeles, California. Penelle leverages over two decades of experience designing, valuing and defending transfer pricing structures on behalf of multinational clients and their counsel. […]

As tax professionals the last 18 months have taught us so much about the industry and our profession. Most importantly, it’s shown us that change is inevitable – and often unexpected – and our clients’ needs are ever-evolving.

Advances in technology, the pandemic-related shift to a fully digital workplace and rapidly evolving business models are creating huge opportunities for CPA firms – provided they take the necessary steps to stay ahead of the curve, said Erik Asgeirsson.

The CPA Business Funding Portal has been a highly effective platform for CPAs and CPA firms assisting clients with government-backed business relief, such as funds distributed through the Small Business Administration’s Paycheck Protection Program (PPP).

Oftentimes the offering firms have trouble quantifying the most is advisory services. Tax pros give advice continuously to their clients without charging them, writing it off as a one-off case when more times than not those clients come back time ...

AICPA News is a roundup of recent announcements from the institute.

According to a survey, finding qualified staff was the top issue for every firm-size segment except sole practitioners, and most expect staffing to continue being a top issue in the next five years.

Canopy, a cloud-based practice management platform for accounting professionals, has received $35 million in Series BB funding, led by Ten Coves Capital along with significant investments from current investors NewView Capital, Pelion Partners, Tenaya ...