CALIFORNIA
DZH Phillips LLP has teamed up with Hewins Financial to launch DZH Phillips Wealth Management. The collaboration comes with a keen understanding that combined CPA and wealth advisory services create an integrated-service approach to a client's financial picture, ultimately delivering a seamless experience for the client and eliminating gaps in advisers' understanding of the client's needs.
FLORIDA
Fiske and Company was recognized as a finalist at the South Florida Business Journal’s “2014 Business of the Year Awards” event, in the small company category.
ILLINOIS
BDO USA LLP, Chicago, has been named one of the 25 Best Places to Work for Recent Grads by ConnectEDU, a technology company that helps guide student transitions from school to career.
MARYLAND
Baltimore’s CPA and wealth management firm, Glass Jacobson, is now providing Divorce Advisory Services - a unique and supportive way to make the financial process of divorce less uneasy for couples while giving attorneys a powerful new tool for their clients. The Divorce Advisory Team includes Certified Divorce Financial Analysts, tax planners, financial and estate planners, forensic accountants, Certified Valuation Analysts and highly-trained CPAs. Glass Jacobson’s specialists educate each party, work with the attorneys, and determine a final settlement to aid in the dividing of assets during separation. Attorneys are able to present their clients with an agreement both parties are comfortable with and able to quickly move toward an amicable separation. Couples can efficiently divide assets and make the entire process easier and more importantly, faster. Divorce accounts for nearly 10 percent of all bankruptcies in the U.S. or roughly 120,000 people every year. Considering the questions a separation can create, it’s no wonder why: Who gets the house? What about business assets? How should retirement accounts be divided? The long and arduous path of divorce is consistently hampered by the discussion of finances, making the process more arduous and more difficult for both the attorney and the clients they represent.
MICHIGAN
Plante Moran has received a Volunteer Kalamazoo STAR Award. The Kalamazoo office was nominated by Family & Children Services for its support of their child welfare programs and services as part of the accounting and business advisory firm’s PM Cares initiative. In addition, the firm’s registered investment advisor affiliate, Plante Moran Financial Advisors, was recently recognized by Forbes in its annual list, “The Top 50 Wealth Managers.” According to an UHY study, the 12 percent tax on diesel is among the lowest rates of any country. The study explains that the USA has an extremely low tax rate on fuel, levying just 13 percent on gasoline and 12 percent on diesel, considerably less than many other major developed economies, in particular European countries.
MISSOURI
Stone Carlie has agreed to sponsor St. Louis-based ITEN. Stone Carlie will provide tax and accounting services to ITEN as well as selected ITEN startup tech companies. Several Stone Carlie clients, with the likes of FoodEssentials, Aisle 411, Rovertown, Pixel Press, and Evtron, are graduates of ITEN’s Mock Angel program.
NEW JERSEY
Friedman LLP ranks as the third "Best Place to Work in New Jersey", by New Jersey-based weekly business journal NJBIZ. Bowman & Company LLP recently recognized the recipient of the Lisa A. Donahue Scholarship.
NEW MEXICO
The American Indian Graduate Center honored REDWLLC and one of its principals, Bruce Bleakman, at its 6th Annual Awards Ceremony & Silent Auction Reception on were recognized for their commitment to AIGC in helping students achieve their educational goals.
NEW YORK
PwC US’s latest Private Company Trendsetter Barometer, shows private-company CEOs’ confidence in the U.S. economy is driving plans for expansion. Sixty percent of the surveyed business leaders are optimistic about the US economy’s 12-month outlook, marking a year in which the majority of Trendsetter CEOs have consistently voiced this sentiment the longest optimism streak since the recession . PwC also found that more than 81 percent of US CEOs agree that the current international tax system is in need of reform, and 67 percent of US CEOs say that creating a more internationally competitive and efficient tax system must be a top government priority. These findings represent the views of 162 US-headquartered CEOs of the 1344 global CEOs interviewed for a new PwC paper, Tax strategy and corporate reputation: Building trust and growth, which is based on PwC’s 17th Annual Global CEO Survey.
SAUDI ARABIA
UHY LLP adds Abdul Jabber Certified Accountants and Consultants Office, in Saudi Arabia to its global accountancy network.
UNITED KINGDOM
Abacus Worldwide adds Shelley Stock Hutter LLP, London, to its membership.
WISCONSIN
The 2013-2014 Continuity Insights and KPMG LLP Global Business Continuity Management Program Benchmarking Study, which surveyed 434 executives from over 22 countries, revealed that organizations have increased oversight of BCM activities with only 71 percent of respondents indicating they have a senior management advisory or steering committee in place, up from 65 percent in the 2011-2012 survey. While that is an improvement from the past study, approximately 30 percent of the respondents indicated that no such governance capability is currently in place in their organization.
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