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The combination is a powerful tool, as long as the taxpayer and their advisor are familiar with the interaction of these tax laws.
May 6
KBKG -
Accountants who guide business owners through the exit-planning process can not only deepen their relationships, but also create new revenue streams.
May 5
Exit Planning Institute -
Offering these services gives firms a competitive edge, advances and deepens client relationships, and opens doors to new opportunities.
April 8
The Bonadio Group -
EY-Parthenon, the strategy consulting business of Ernst & Young, has acquired Quantitative Scientific Solutions (QS-2), a Washington, D.C-based technology consulting firm that specializes in scientific, engineering and analytics.
April 7 -
Accounting, like every client service career, is all about people, with a side of savviness for numbers thrown in for good measure.
March 10 -
The firm is merging in a regulatory compliance firm in Little Rock, Arkansas, ahead of a megamerger with another Top 20 Firm, Dixon Hughes Goodman.
February 24 -
Clients who demand a lot of time with constant calls about proposed transactions may need a special way to handle the billing for them.
November 1
Withum -
Many of our clients pay us for the deliverables they must have, but they retain us because of the unspecified extras we give to them.
October 25
Withum -
Economic development credits and incentives programs traditionally are applied to two areas: new investment and new jobs.
October 21
McGuire Sponsel -
Clayton, Dubilier and Rice is acquiring PwC’s Global Mobility Tax and Immigration Services business; Sikich is buying PA Group USA; and Withum is merging in MM&Co.
October 19 -
Katz, Sapper & Miller acquired Noble Consulting Services; Herbein + Co. bought Tubiello-Harr & Associates; Armanino to merge in Holtzman Partners; and Avalara acquired Track1099.
October 4 -
Most firms pivoted to giving valuable advice during the pandemic, but only some of them got paid for it.
August 25
Thomson Reuters Tax & Accounting Professionals -
The greatest growth and margin opportunities for midsized CPA firms continue to be with the advisory and consulting services.
August 18
Esposito CEO2CEO, LLC -
RubinBrown is combining with Liberty Technology Advisors; and Grimbleby Coleman is merging in Ristau & Co.
August 16 -
C Systems specializes in nonprofit tech services and association management systems, and Confluence Global is a Salesforce consulting partner.
August 5 -
CPA firms are becoming increasingly concerned about clients who have lax cybersecurity in place.
July 27 -
The Regional Leader has bought Breakpoint Technology, a data analytics and technology collaboration practice in Louisville, Kentucky.
July 14 -
Each generation leaves its mark on the way things are done, and accounting is no different.
June 24
Intuit Accountants -
Companies and their advisors first need to determine who has the authority to grant such tax benefits.
June 23
McGuire Sponsel -
In the world of accounting, economic credits and incentives have been shrouded in mystery for some time.
May 12
McGuire Sponsel








