Veteran accounting marketer Sally Glick, currently chief marketing officer and director of marketing consulting services at Livingston, N.J.-based Sobel & Co. LLC, was inducted into the Association for Accounting Marketing Hall of Fame. Her induction came at the group's 18th annual AAM Summit, here. The award honors the recipient's dedication to and promotion of the accounting marketing profession. After working several years at a local firm in the Chicago area, she became marketing director at Pencor LLC, a company providing professional service firms with niche marketing materials and programs. She then went on to become director of marketing services at firm association Polaris International. She also served as marketing director at regional CPA firm, J.H. Cohn. In 2003, she was honored as Accounting Marketer of the Year.
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Plus, OSCPA names its new board; ConvergenceCoaching graduates a new class of leaders; and other firm and personnel news from across the profession.
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Toxic pollutants; fabricated gambling winnings and losses; financial shortfalls; and other highlights of recent tax cases.
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Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
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The projected U.S. tax rates give tax professionals an early look at potential adjustments that could affect their 2027 tax planning for their clients.
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Plus, Cherry Hill Advisory launches set of free AI tools; Datarails launches finance ticketing system; and other accounting tech news.
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Nick Steiner is planning to build on the firm's Bay Area and Silicon Valley roots, while offering AI consulting for clients.
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