Practice Management

Flurie, Slick & Kinnett is joining the Maryland-based Regional Leader, bringing two partners and four professionals.

Ceterus, a Charleston, S.C., firm that provides managed bookkeeping and tax services for quick-service restaurants, has acquired Sandwich Math, an accounting and bookkeeping firm that focuses on sandwich restaurant franchises.

Ernst & Young has appointed Kelly Grier as US chairman and managing partner-elect, as well as Americas Area managing partner-elect, succeeding Steve Howe, who has run EY’s U.S. firm since 2006.

Use this time of year to do some casual research.

The new software integrations come on the heels of the release of the company’s brand new cloud network.

Wipfli LLP has expanded its presence in its hometown of Milwaukee by adding Sattell, Johnson, Appel & Co., the second Milwaukee firm it has merged with in the past 12 months.

The profession will need to adapt much more quickly to technology and other disrupters than it has in the past.

Gettry Marcus CPA, P.C., a Long Island firm based in Woodbury, N.Y., has added JM CPA LLP, a firm based in New York City, effective Dec. 1, 2017.

Still reeling from the devastation of Hurricane Maria, Puerto Rico may be pummeled again by the tax-cut bill in Congress.

About nine years ago one of my clients went to an attorney for an estate plan. I asked to be involved and was told I wasn’t needed so I sat it out.