Auditing December 19, 2024
Thursday's free CPE session topics begin at 9am ET, and include Secure Act 2.0 effects on retirement, CAS, business license management, firm strategies, tax resolution, firm staffing, and marketing. Day two sessions start at 9am ET.
December 18, 2024
December 17, 2024
December 17, 2024
December 17, 2024
Auditing December 19, 2024
Thursday's free CPE session topics begin at 9am ET, and include Secure Act 2.0 effects on retirement, CAS, business license management, firm strategies, tax resolution, firm staffing, and marketing. Day two sessions start at 9am ET.
Taxes December 18, 2024
A new survey shows an uptick of CEOs being more upbeat about 2025 due to top executives believing they will “benefit from lower corporate taxes and less regulation” as a result of Trump’s election.
Technology December 17, 2024
As many of us prepare for year-end and busy season while also balancing time off with friends and family during the holidays, it’s easy to push aside what’s just around the corner: 2025.
Mergers and Acquisitions December 17, 2024
The Columbus, OH-based top 100 accounting firm has expanded its services for credit unions and financial institutions by acquiring CPA firm Lillie & Co. and its affiliate Lillie Resource Group.
Mergers and Acquisitions December 17, 2024
Six members from Cherry Bekaert Advisory’s team are joining Sikich as a result of the transaction, bringing extensive experience in cost management and activity-based information to the Chicago-based professional services firm.
Mergers and Acquisitions December 17, 2024
“With Yurgosky joining the firm, we’re excited to bring our clients a new set of technological solutions, particularly within the Salesforce environment, which is a first for us," said Moss Adams Chairman and CEO Eric Miles.
Mergers and Acquisitions December 13, 2024
The deal, effective Dec. 1, expands the Atlanta-based top 30 accounting firm's cloud security, compliance, and digital security capabilities.
Mergers and Acquisitions December 13, 2024
This is the first deal the top 50 accounting firm has made since it announced in October that it was getting an infusion of private equity funding from Lovell Minnick Partners.
Accounting December 13, 2024
Alright, fellow Millennials—remember when we were the “young ones” shaking things up, pushing for work-life balance, and making remote work sound like an innovation? Fast forward, and now we’re stepping into leadership roles. And suddenly, we’re not the fresh faces anymore.
Advisory December 13, 2024
The 'trust equation,' outlined in The Trusted Advisor by David Maister, Charles Green, and Robert Galford, is a formula that quantifies trust in professional relationships: take a person’s credibility, reliability, and intimacy and divides it by their self-interest.
Firm Management December 13, 2024
Through this alternative practice structure, Springline Advisory will give HM&M greater access to the capabilities and geographic reach of larger firms without compromising the depth of relationships, care and service its clients know and love.
Mergers and Acquisitions December 12, 2024
The top 30 accounting firm said the mergers enhance its capabilities to better serve clients operating in key industries across Denver, including real estate, professional services, and small business consulting.