Jay Nisberg, who consulted on Marcum LLPs merger with Stonefield Josephson, sees it as part of a strategy by Marcum to create a national footprint.
I think its an extraordinarily smart merger for everybody involved, said Nisberg, who said he helped facilitate Marcums deal to merge with California-based Stonefield (see
Nisberg noted that the two firms have also known each other for years as a result of them both being part of the Leading Edge Alliance of accounting firms.
A recent experiment tested different generative AI models against each other on the CPA Exam and found they each have their own strengths and weaknesses.
Firms must transform their business models to afford the cost of multilayered retention strategies, a new report by the Pennsylvania Institute of CPAs says.
The IRS has long offered alternative dispute resolution, but says use has declined in recent years, and it hopes to make it more attractive and accessible.
Turns out clients are as mistaken about tax preparers as they are about taxes.
Lindsay Stevenson's transformation team drives innovation for Top 50 Firm BPM
Its investigators identified a scheme to improperly claim COVID relief tax credits.
