Mergers and Acquisitions

Both firms are in the process of contacting clients to inform them of the change and answer questions they may have about the transition.

BDO will maintain both its existing San Diego office in La Jolla and the previous CEA office in Carlsbad. Lee Duran, Assurance Managing Partner for BDO’s existing San Diego office, will maintain that role in the combined San Diego practice and Mark ...

A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.

The accounting firm of Katz Ferraro McMurtry P.C. (KFMR) has joined the professional services firm CliftonLarsonAllen (CLA), effective November 1, 2015.

The transaction marks the first entry into the Midwest market for Marcum, which has 17 other U.S. offices on the East and West Coasts, plus six abroad. Twenty-one Frost shareholders and principals and 90 professional staff have joined Marcum.

Severance tax is incurred when natural resources are extracted (“severed”) from the earth within a taxing jurisdiction. While crude oil and natural gas comprise the majority of severance tax collections in most jurisdictions, other resources such as ...

Citrin Cooperman has acquired Regardie, Brooks & Lewis, a regional accounting firm based in Bethesda, Maryland, effective September 1, 2015.

Cocuy, Burns & Co., P.A., a CPA and consulting firm in Wellington, Fla. and Templeton & Company, LLP, a leading South Florida-based firm, combined practices effective August 1, 2015. Juan Cocuy and Tom Burns became partners in the newly combined firm...