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February 12, 2014 

System Puts Gathering Client Tax Documents on Auto Pilot

It’s the just the beginning of tax season, but most tax professionals likely already have a digital pile of client returns that are “in progress,” and will likely remain that way for weeks or months. Not because the firm hasn’t gotten to them yet, but probably because they are still waiting on clients to send…

Isaac M. O'Bannon

 Information Technology Alliance Announces New Members

December 9, 2013 

Information Technology Alliance Announces New Members

The Information Technology Alliance recently announced new members this week during the annual ITA Fall Collaborative. The organization is an independent professional association comprised of most of the nation’s top 30 accounting firms, premier technology consultants and leading technology vendors serving the accounting profession.

 KPMG Appoints New Managing Partner for D.C. Region

October 21, 2013 

KPMG Appoints New Managing Partner for D.C. Region

In his new role, Carlson, who has led KPMG's St. Louis office since 2008, will be responsible for the strategic direction and growth of the area offices. He assumes his new role on Dec. 1, succeeding Candace H. Duncan, who will retire after 35 years with the firm.

 BMRG Advisory Program Adds Palo Alto Software as a Partner

October 1, 2013 

BMRG Advisory Program Adds Palo Alto Software as a Partner

BMRG Advisory Program has announced that Palo Alto Software, Inc. is now a Premier Sponsor. BMRG provides collaborative educational and advisory services for CPA/accounting firms, technology companies and other small and mid-sized businesses. Palo Alto Software provides cloud-based tools that help small businesses plan and track their financial metrics. LivePlan, the company’s flagship product, helps...…

 WTP Advisors Merges with N.Y. Forensic Accounting Firm BSG

September 23, 2013 

WTP Advisors Merges with N.Y. Forensic Accounting Firm BSG

The New York-based forensic accounting and litigation support firm, Boucher Stickley Group (BSG), has merged with WTP Advisors, a global tax and business advisory firm. BSG is known for its pioneering systems used to perform complicated quantitative analysis related to controversy resolution.

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