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The new advisory service follows Platform's acquisition of Walpole Financial Advisors.
May 3 -
The Top 25 Firm is expanding its footprint east of the Mississippi River to Ohio.
May 3 -
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Plus, REDW names three VPs; FAF is looking for FASAC members; and other firm and personnel news from across the accounting profession.
May 3 -
Plus, Estateably touts new accounting tools for estate planning; and other accounting tech news and updates.
May 3 -
EisnerAmper will be adding Edelstein; Simon, Krowitz, Meadows & Bortnick joined Marcum; LMC acquired Vogel; and Crete secured additional funding.
May 2 -
Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.
May 2DeJoy & Co. CPAs & Advisors -
Ernst & Young acquired Nuvalence; CliftonLarsonAllen bought Ronald Blue; Wipfli added Harbour Results; and Avantax acquired Integrated Tax & Wealth Strategies' wealth management business.
May 1 -
What accounting firms can learn from Chick-fil-A and Maya Angelou.
May 1L&H CPAs and Advisors -
Welcome, 1099-DA; moving out and moving on; not all CRM is alike; and other highlights from our favorite tax bloggers.
April 30