Practice Management

Katz, Sapper & Miller appoints first CIO; Reynolds, Bone & Griesbeck announces next MP; and more personnel news.

Illinois firm Scheffel Boyle also donated 34 care packages to active U.S. service members.

For years, accounting firms have relied on firm partners to use their personal and professional connections, charisma, and contacts to “make it rain” — to bring in new business and revenue that would enable the firm to grow and succeed.

The International Ethics Standards Board for Accountants has released a set of revisions to the International Code of Ethics for Professional Accountants, making some changes in the independence standards for assurance engagements, other than audit and review engagements.

Windes merges in Smith, Linden & Basso; UHY Advisors acquires Stewart, Beauvais & Whipple; TYS merges with Lefkowitz; and McGuire Sponsel acquires Align Global Consulting.

Get working on it now, before the filing season rush begins.

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.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

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.

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.