FLORIDA
CPAConnect, a companion association of CPAmerica International, adds six new members in 2015. New members include: Woodall Group of Knoxville, Tenn., Reddon, Koehn & Associates of Riverton, Wyo., Ehlen Heldman & Company of Indianapolis, Ill., Krikorian & Company AC, of Fresno, Calif., Dawson & Associates, Inc., of Encino, Calif., and Hungerford Vinton LLC of Rochester, N.Y.
GEORGIA
ATAX, a three-in-one tax preparation, bookkeeping and payroll franchise, has signed an agreement with local entrepreneurs Rosa Graham and Donna Schreiber to open two new offices in the Augusta area. Graham and Schreiber are planning fall 2015 openings for both of their new locations. The duo’s first ATAX office, located in Martinez, Georgia, opened in 2013 and is now one of the most successful ATAX offices in the nation. Together, Schreiber and Graham have a combined 44 years of tax and accounting experience.
ILLINOIS
The nation’s finance chiefs are relatively optimistic about the future, but remain cautious in the face of domestic uncertainties like Congressional inaction on tax reform. This is according to the latest edition of Grant Thornton LLP’s CFO Survey, which reflects the insights of more than 900 chief financial officers and other senior financial executives across the United States. More than half (55 percent) of CFOs say uncertainty in the U.S. economy is a major concern that could impact their businesses’ growth in the next 12 months. This is despite the fact that most CFOs expect the U.S. economy overall to remain the same (49 percent) or improve (43 percent) in the next 12 months, suggesting that factors other than the overall health of the economy are presenting a barrier to growth.
MAINE
Baker Newman Noyes has launched the Professional Services Insider, a newsletter geared toward law, investment advisory and other professional services firms. The Professional Services Insider will include topics such as internal controls, firm integration, succession planning, project management, system integration and state nexus. The first issue can be found
MICHIGAN
UHY Advisors MI, Inc. has been voted by the Michigan Business & Professional Association as one of 2015’s best and brightest companies to work for in Metropolitan Detroit for the 12th year in a row. Only companies that distinguish themselves as having the most innovative and thoughtful human resources approach can be bestowed this honor.
NEW YORK
PwC is hosting the webcast: Tax Function of the Future. This webcast will take place on Thursday September 10th, 2015 from 12:00 PM - 1:00 PM. Tax leaders need to ensure that their company's tax function is positioned to meet tomorrow's global tax reporting and planning landscape. In particular, the requirements to provide additional information to tax authorities and the focus by the media, investors, and the public on company tax information are resulting in increased tax transparency and putting company tax matters in the spotlight like never before. Topics being covered will include: Discussing what companies will need to do to prepare their tax function to address the requirements and respond to the risks associated with this evolving public and regulatory landscape. Opportunities that are arising from these changes that will allow companies to rethink the tax function and to make strategic and operational changes to position it to better serve the business in the longer term. PwC Partners Ken Kuykendall, Mike Danilack, Teresa Peacock, and David Nickson will be leading this discussion. … Ernst & Young LLP and Los Alamos National Laboratory have formed a strategic alliance to deliver some of the most advanced behavioral cybersecurity tools available to the commercial market. The alliance comes at a watershed moment when increasingly sophisticated cyberattacks are inflicting significant economic, social and even political damage to US organizations. The tools developed by Los Alamos and delivered to the private sector exclusively by Ernst & Young LLP can help counter these threats by detecting them before they do deep and lasting damage.
NORTH CAROLINA
DHG Wealth Advisors LLC has been named to CNBC’s 2015 Top 100 Fee-Only Wealth Management Companies in the United States. There are 12,575 Registered Investment Advisory firms who manage at least $50 Million, and 3,303 RIA’s who manage more than $1 Billion. This award could not be applied nor lobbied for, but was a result of objective data supplied by the SEC, FINRA and various federal and state agencies.
WASHINGTON
TrustCC committed to uncovering information security risk for clients, intends to join professional services firm CliftonLarsonAllen (CLA), effective September 1, 2015. CLA is modeling a new approach to serving clients. When a client has a need outside the bounds of the service it receives today, the client isn’t passed to another department to start over and explain history, goals, and experience. The CLA Promise means every person is committed to bring clients the capabilities they want and need, when they need them, drawing in trusted team members to deepen expertise as appropriate.
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