Advisory

Charles Kowal, CPA (retired) has received the AICPA’s 2021 Personal Financial Planning (PFP) Distinguished Service Award, Martin ‘Marty’ Finn, CPA/PFS was presented the Sidney Kess Award for Excellence in Continuing Education, and David Greene, CPA was ..

Amy Vetter, CPA.CITP, CGMA 2020-2021 Most Powerful Women in AccountingCEO, The B3 Institute What advice would you give others following in your similar path about the opportunities for women in the accounting profession? Say YES! When you don’t feel ready for an opportunity that is presented to you – Say YES! When you think you […]

Avantax, a developer of tax-focused financial planning solutions, has agreed to acquire New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.

Each year, the Women to Watch Awards are presented in two categories, Experienced Leader and Emerging Leader, to recognize the outstanding women who are committed to making significant contributions to the CPA profession, their organizations, and to ...

At the end of July 2021, the accounting profession took a big step towards post-COVID normalcy with the return of the AICPA ENGAGE conference to Las Vegas. The program allowed for face-to-face mingling of 1,700 on-premise attendees along with ...

Pundits in the profession continue to promote the thinking that audit and tax compliance are gone and that your firm needs to pick a new service line to survive. But, did you look at your firm’s financial success last year? And the year before that?

The American Institute of CPAs has honored nine young CPAs for contributions to their specialty area with the sixth annual Standing Ovation award. The recipients, all talented CPAs age 40 and under, were acknowledged during AICPA & CIMA ENGAGE 2021.

Professionals on the move is a round-up of recent promotions and hires around the accounting space.