Firm Management
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Review of Blue J – The Accounting Technology Lab Podcast – Nov. 2024
CLA Adds Atlanta-Based Ronald Blue & Co. CPAs
With approximately 80 employees and eight partners, Ronald Blue was expected to join top 10 accounting firm CLA on May 1.
EY Adds New York-Based Technology Consulting Firm Nuvalence
The transaction expands EY's digital engineering and generative AI services to organizations across industries and sectors.
EisnerAmper Acquires Boston-Based Edelstein
Edelstein offers accounting, tax and advisory services for the food and beverage, healthcare, financial services, nonprofit, real estate, professional services, and other sectors.
Maryland Accounting Firm SKMB Joins Marcum
The combination brings SKMB’s talented team to Marcum, including two senior advisors and their associates with extensive experience in accounting, assurance, tax services, and business valuations.
Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business
Integrated Tax & Wealth Strategies’ founder – highly successful independent financial advisor Brian Stephens – will continue with the tax practice.
AICPA Provides Comments on the Tax Classification of Purpose Trusts
The recommendations would simplify filing for taxpayers and practitioners and will reduce the administrative burden on the IRS.
CohnReznick and Prevedere Forge Strategic Alliance
This collaboration will leverage Prevedere’s AI-powered platform to empower CohnReznick's clients with global data, analytic models, and econometric context to revolutionize their business planning.
Fieldguide Launches Analytics Solution for CPA Firm Decision-Making
With the industry-wide talent shortage, firms are seeking to be smarter and more vigilant with their engagements, resources, and client metrics.