Firms on the move: BlumShapiro teaches financial literacy

Published
  • June 09 2017, 2:56pm EDT

<P>

The Connecticut firm educates grade schoolers; Marcum is honored; Sax adds a family office practice; and other news from practices across the country.

CONNECTICUT

Dozens of volunteers from BlumShapiro spent a day at Webster Hill Elementary School in West Hartford teaching students in Grades 2 through 5 about financial literacy, entrepreneurship and work readiness. They used curricula developed by Junior Achievement for this JA In A Day program at Webster Hill Elementary School.

Content Continues Below

INDIANA

McGuire Sponsel has established a new location in Fort Wayne at 111 W. Berry Street, Suite 211.

KENTUCKY

TrinSoft, Lexington, has launched a new Web site to help Microsoft Dynamics clients, as well as those who are new to Dynamics. The site includes a comprehensive resource library, as well as new navigation, and mobile-responsive design.

MASSACHUSETTS

Gray, Gray & Gray LLP, Canton, co-hosted the second annual “Around the Restaurant Industry in 160 Minutes” seminar in conjunction with the Massachusetts Restaurant Association. Proceeds from the event, along with a donation from the Gray, Gray & Gray Charitable Foundation, resulted in a $2,000 donation to support the Massachusetts Restaurant Association Educational Foundation Scholarship Fund.

Content Continues Below

MISSOURI

RubinBrown, St. Louis, has launched a new platform for its wealth advisory services, rubinbrownwealthadvisors.com. The new site curates all of the resources and services that the firm’s Wealth Advisory Services Group offers in one, easy-to-navigate site. In addition, the firm partnered with Wealth Access to provide an account aggregation tool to help clients see their entire financial picture in one place.

NEW JERSEY

Sax LLP has added a family office practice to its Clifton headquarters, adding a team of professionals who were formerly HMK Associates of Morristown. With a focus on estate and financial planning, gifting and succession strategies, and wealth preservation, the practice aims streamline families’ financial affairs and alleviate the burden of day-to-day administrative needs.

NEW YORK

PwC launched its first Global Entertainment and Media Outlook for 2017-2021

Marcum LLP received a Corporate Citizen of the Year Award from Long Island Business News in honor of the Marcum Foundation Marcum Foundation. The firm was recognized in the Midsized Business Category as part of LIBN’s annual Business of Giving program.

PKF O’Connor Davies LLP has launched TalentConnect, an outsourced recruiting offering that allows clients to utilize the firm’s team of HR experts and network of accounting and finance professionals to identify and recruit top talent for their organizations. TalentConnect services include formulating job descriptions, advising on salaries and benefits, creating and posting job listings in online and print media, collecting and reviewing responses, cover letters and resumes, and collaborating on candidate assessments

Content Continues Below

PENNSYLVANIA

Stambaugh Ness, York, has launched a state and local tax practice area. Tax manager Jason Sneeringer will lead the new SALT practice.

SWEDEN

Alvarez & Marsal has opened an office in Stockholm. Transaction advisory and operations professionals Christer Wiberg, Taus Wolfsberg and Christer Johansson have joined the office as managing directors, with Wiberg to serve as country leader and transaction advisory leader of A&M’s Nordic operations. All three were formerly partners at KPMG.

TEXAS

Alliantgroup, Houston, has expanded its tax credit service line to help U.S. businesses that are hiring unemployed and disabled veterans or members of historically disadvantaged groups qualify for a number of valuable federal and state tax incentives.

Content Continues Below

WISCONSIN

Wipfli, Milwaukee, has been approved by Receivables Management Association International as an authorized audit provider. The designation, which is held by only 10 organizations worldwide, allows Wipfli to perform limited and full compliance audits of debt-buying companies, collection agencies and law firms. For more on Wipfli’s new RMCP compliance audits, visit wipfli.com/RMCP.