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Kurt Gresens is taking the reins from longtime leader Rick Dreher and has major plans for growth at the Top 100 Firm.
June 3
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David Kessler will succeed Frank Longobardi at the Top 20 Firm in February 2020, with a plan to focus on advisory services, innovation, and more.
May 31
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His Loyalty Brands has combined with ATAX Franchise to focus on serving the Latino market.
May 31
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The 2019 class of the Top Firms by AUM is wrestling with software, the talent wars, the need to communicate their value proposition, and more.
May 31
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Accounting Today's annual ranking of the top CPA financial planners by assets under management.
May 31
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From human resources capabilities to portals and more, vendors are moving forward.
May 31
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NJCPA and INCPAS members visit Washington to advocate for profession; Marks Paneth opens new Philadelphia office; and more CPA news.
May 31
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The leading CPA financial planners with over $1 billion in assets under management
May 31 -
Now is the time to fill in the gaps in your clients' financial plans.
May 30
Napier Financial -
Deputy chief accountant Sagar Teotia will serve as an interim successor.
May 30
