Firm Management
Wealth Management Firm Buys BerganKDV in 'First of Its Kind' Deal
The Creative Planning/BerganKDV deal is believed to be the first involving a wealth management firm purchasing a large CPA firm.
Jason Bramwell
Jason Bramwell is senior staff writer for CPA Practice Advisor. He has nearly 25 years of professional writing experience, the last nine covering the accounting profession. He most recently was a staff writer and editor at Going Concern, and he previously spent five years as a staff writer and editor at AccountingWEB. He can be reached by email at jbramwell@cpapracticeadvisor.com.
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Firm Management
Forensic Accounting Experts Legier & Co. Acquired by Cherry Bekaert
Founded in 1984, Legier provided management consulting and advisory services to clients across Louisiana and Texas.
Firm Management
Marcum Merges in Pennsylvania CPA Firm McCarthy & Co.
Marcum gained approximately 70 partners and associates from McCarthy as part of the deal which closed on June 1.
Advisory
CPA Firms' Consulting Arms Get Some Love in New Ranking
The consulting practices at seven of the top accounting firms in the U.S. are among the 50 best in the world, according to The Consulting Report.
Payroll
For Accountants and HR Specialists, New York City Pays the Best, Analysis Reveals
The salary data provided by workforce intelligence firm Revelio Labs was adjusted based on median income levels in cities.
Firm Management
Weaver Expands in California with HKG Deal
As part of the transaction, 65 HKG professionals, including seven partners, joined top 35 accounting firm Weaver on June 1.
Firm Management
EY Adds 966 New Partners Worldwide
Women make up more than a third of EY’s newest partner class, representing 329 promotions (34%).
Taxes
IRS Proposes Rules on Energy Projects for Low-Income Areas
A program established by the Inflation Reduction Act incentivizes solar and wind power in certain low-income communities.
Taxes
IRS, Treasury Provide More Guidance for Advanced Energy Project Credit
The qualifying advanced energy project credit program was re-established last year by the Inflation Reduction Act.
Accounting
Number of CPA Exam Takers Continues to Dwindle
The number of candidates who took the Uniform CPA Examination in 2022 was about 67,000, down from 72,000 in 2021.
Firm Management
Accountants Shy Away From Talking to Their Bosses About Mental Health
Accounting ranked eighth out of nine industries with 23% of employees willing to discuss their mental health, a survey revealed.
Firm Management
Grant Thornton is the Latest Large Firm to Get Rid of Staff
Grant Thornton let 300 employees in its advisory and tax services practices know on Thursday that they were losing their jobs.