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Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.
January 30
WMGNA -
An increase in private equity acquisitions has made odd bedfellows of once-disparate, competing accounting firms.
January 16
AGH Consulting Group -
The institute has proposed a set of revisions to its Code of Professional Conduct regarding the structures set up by firms with private equity investment.
December 29 -
How to prioritize high-impact tasks and avoid burnout
October 31
TaxStackAI.com -
RSM US and RSM UK partners approved a new transatlantic partnership structure in a nearly unanimous vote, effective Jan. 1, 2026.
October 23 -
For firms that want to grow, attract talent, retain top clients or future-proof their operations, this middle tier represents a powerful sweet spot.
October 21
Optimum Strategies -
The Public Company Accounting Oversight Board co-hosted a two-day conference highlighting the work of academic researchers.
September 29 -
The AICPA Peer Review Board wants to update its requirements as more accounting firms get outside funding.
September 16 -
One of Accounting Today's fastest-growing firms has recently relaunched its website and brand.
August 22 -
Here are 10 key consequences of this wave of investment and what you can do about them.
August 13
Optimum Strategies -
Wipfli's infusion of private equity funding from New Mountain Capital promises to help the firm expand, while still retaining the partners' control over the firm.
August 4 -
The Top 20 Firm based in Milwaukee received a minority investment, making it the latest accounting firm to score private equity funding.
August 1 -
A multipronged, adaptable staffing strategy is likely the best course of action for CPA firms and small to midsized businesses.
June 4
Scrubbed -
How about an entrepreneurial path that puts you in an environment where you can be strategic and innovative for the good of the firm?
April 9
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When a firm is independent, there's flexibility and a cogent desire to invest in the future.
March 21
CLA -
MH CPA and Kenilworth Holdings formed a join venture which plans to acquire accounting firms and offer offshoring services.
March 19 -
The possible rule changes would affect the alternative practice structures set up by accounting firms receiving private equity financing.
March 10 -
The Apax Partners deal will add more capabilities for the firm to expand geographically in its existing areas as well as new territory.
March 10 -
CBIZ and Mayer Hoffman McCann had been operating under an alternative practice structure long before many other firms began adopting one after a PE investment.
February 24 -
The American Institute of CPAs is planning to revise its independence rules amid the wave of private equity investments in accounting firms.
February 5








