Practice Management

Cherry Bekaert LLP, a Top 100 Firm, has expanded its state and local tax practice by acquiring Windward Tax LLC in Alpharetta, Ga., effective Dec. 31, 2017.

RubinBrown LLP, a Top 100 Firm, has merged in Goltermann & Associates, expanding the firm’s wealth advisory service in St. Louis, effective Jan. 1, 2018.

Prager Metis CPAs LLC has merged in Geibelson, Young & Company, expanding the New York-based Top 100 Firm’s presence in California with a firm that caters to the entertainment industry, effective Jan. 1, 2018.

Marks Paneth LLP, a Top 100 Firm, has added Buck, Sturmer & Co., effective Jan. 1, 2018.

This approach can minimize taxes and risk for Baby Boomer owners looking to transfer a company.

Honkamp Krueger & Co., P.C., has acquired a fellow Iowa-based firm, Gabelmann & Associates, effective Jan. 1, 2018.

Did you ever think about your value to your clients and what they are paying you for?

The Internal Revenue Service plans to ask tax professionals additional questions before providing them with assistance as part of its efforts to improve security.

BKD CPAs & Advisors has acquired the financial institution practice of Houston-based Harper & Pearson Company, P.C, effective Jan. 9, 2018.

Simple steps to spending all day with your favorite, most profitable clients—who happily refer you to their peers.