Advisory

Matthew Martin, CPA – 2021 40 Under 40 Honoree Director, Cannabis Advisory Services Citrin Cooperman https://www.citrincooperman.com/professionals/matthew-martin Career highlights:  I have over fifteen years of professional tax and accounting experience, including tax planning and compliance, financial management, and technology. Over the past six years, I focused on clients in the cannabis industry, assisting them with navigating […]

Al-Nesha Jones-Holiday, CPA, MBA – 2021 40 Under 40 Honoree Founder + CPA ASE Group www.ASEgroupoffices.com Career highlights:  I started my career at the prestigious Big 4 Accounting Firm, EY, as an audit professional. During my time at EY, I worked on the audits of Fortune 100 companies and was granted the opportunity to participate […]

Katie Thomas, CPA – 2021 40 Under 40 Honoree OwnerLeaders Onlinewww.leaders-online.com Career highlights:  Valedictorian, Undergraduate in Accounting, University of Kansas Valedictorian, Post Graduate: Masters in Accounting, University of Kansas Passed all four CPA exams on the first attempt, with a cumulative 94 average. Tax Accountant at EY Owner and Founder of Leaders Online, a digital […]

MM&Co. brings Withum additional expertise in accounting and audit services, tax and estate planning, management advisory services and mergers and acquisitions consulting, among others.

Dr. Sean Stein Smith, Ph.D, CPA, CMA, CFE, CGMA – 2021 40 Under 40 Honoree Assistant ProfessorCity University of New York (Lehman College)https://www.lehman.cuny.edu/ Career highlights:  Sean is a professor at the City University of New York – Lehman College. He serves on the Advisory Board of the Wall Street Blockchain Alliance, where he chairs the […]

Caleb L. Jenkins, EA, CQP – 2021 40 Under 40 Honoree Leader of Client Accounting ServicesRLJ Financial Services, Inc.www.rljfinancial.com  Career Highlights: Started my career working for my dad’s accounting firm RLJ Financial Services, Inc. in January 2009. Became a Certified QuickBooks ProAdvisor in 2010 at age 16. Joined the TSheets PRO Council in February 2016. […]

Avalara has acquired CrowdReason Limited Liability Company, a developer of SaaS-based property tax compliance applications, as well as a related property valuation and advisory services business to help solve property tax compliance challenges.

Ecommerce was already driving changes for businesses before the Wayfair ruling, with many having customers across the U.S., but with little or no requirements to comply with other states’ sales tax obligations. The pandemic greatly increased the role ...