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Windes merges in Smith, Linden & Basso; UHY Advisors acquires Stewart, Beauvais & Whipple; TYS merges with Lefkowitz; and McGuire Sponsel acquires Align Global Consulting.
January 8
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Get working on it now, before the filing season rush begins.
January 7
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The Internal Revenue Service’s announcement last month delaying a requirement for reporting partners’ share of partnership capital offers some extra time to busy tax practitioners, but the issue still isn’t going away and may lead to some other problems.
January 7
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The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.
January 7
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PKF O’Connor Davies adds DHL&S; LBMC Technology Solutions merges with InterDyn Artis; Finkler joins HW&Co.; Gilliam Coble & Moser merges with Apple, Bell, Johnson & Co.; and Blucora plans acquisition of HK Financial Services.
January 7
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BDO adds Biegel Waller; Brown Edwards expands in Virginia; Prager Metis combines with Shine & Company; Hoffman Eells merges with Abbott, Frenyea & Russell; and Mariner Wealth Advisors acquires the tax practices of David G. Miller & Associates and G.M. Bremer & Associates.
January 6
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The clients and markets of the future will require firms and accountants to think more clearly about the investments and effort they want to put into developing new capabilities, according to consultant Gale Crosley.
January 6
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Start 2020 by firing yourself as the boss, CEO or managing partner. Then rehire yourself. As the new, CEO what would you do to justify the confidence you had in you?
January 6
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Armanino and its Armanino Foundation also announced $50K in donations to various nonprofits to mark the firm's 50th anniversary.
January 3
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Somerset CPAs also transitions leadership; Brown Schultz Sheridan & Fritz announces several promotions and new hires; and more CPA news.
January 3
