-
In an unusual event for an outsourced financial services firm, Consero earns a significant cash infusion from BV Investment Partners.
August 22 -
Fundrise LLC helped pioneer a model of raising small amounts of money online for real estate projects around the U.S. Now it’s starting a fund to buy properties in low-income areas of the country eligible for generous tax breaks.
July 19 -
The software provider specializes in helping companies get ready for the lease accounting standard.
June 26 -
The tools are helping the Top 100 Firm’s accounting and tax practice improve its performance.
June 13 -
The private equity firm has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever.
May 29 -
The private equity firm has bought a provider of financial software and information on private companies that caters to accounting firms and banks.
May 18 -
The American Institute of CPAs has written a letter to the Internal Revenue Service asking the IRS to provide maximum flexibility in its regulations for the new centralized partnership audit regime.
May 16 -
The company plans to use the money for product updates for its cloud-based practice management system.
May 16 -
The Internal Revenue Service’s announcement that it plans to issue regulations clarifying the limitations on carried interest aims to head off a flurry of activity aimed at getting around a provision of the Tax Cuts and Jobs Act.
March 2 -
A private equity firm has acquired the family-owned Petz Enterprises' professional tax software business.
February 28 -
PricewaterhouseCoopers signed an agreement Wednesday to sell its U.S. Public Sector business to the private equity firm Veritas Capital.
February 14 -
CBIZ, Inc. has acquired Laurus Transaction Advisors LLC, a Denver-based business that provides buy-side and sell-side financial and accounting due diligence services for M&A transactions to private equity firms along with public and private companies, effective Feb. 1, 2018.
February 2 -
Now that Republicans in Congress have released their final tax bill, two big questions remain. What will companies do with all that cash, and who will benefit the most?
December 18 -
When U.S. Senate lawmakers changed just two letters used for a calculation in their proposed tax bill, they may have increased the number of junk-rated companies that would be hurt by tax overhaul.
November 30 -
Chalk up a win for asset managers in the Congressional battle over reshaping the U.S. tax regime. For everyone else, however, the celebration will have to wait.
November 20 -
Startups and venture capitalists rarely get worked up over laws before they pass, but the tax plan currently winding its way through Congress is causing an uproar in Silicon Valley.
November 14 -
House Republicans’ chief tax writer has investment managers in his crosshairs.
November 8 -
The House tax bill released Thursday preserves the carried interest tax break—paid to private-equity managers, venture capitalists, hedge fund managers and certain real estate investors—despite President Donald Trump and GOP leaders’ promise to do away with loopholes for the wealthy.
November 2 -
CBIZ acquired CMF Associates, a consulting firm that specializes in helping private equity firms with services such as auditing and preparing for an IPO, back in June as it aims to extend its reach further into the PE area.
October 18 -
Cohen & Co. has merged in Arthur Bell to create one of the largest accounting firms specializing in auditing mutual funds, exchange-traded funds, hedge funds and investment advisers.
October 3

















