Advisory

There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial planning firm to provide services.

Clients already turn to you and trust you for tax planning, which most likely incorporates a part of financial planning such as 401Ks, IRAs, and other retirement plans and investments. Financial planning services augment the tax strategies you already ...

The Association of International Certified Professional Accountants (the Association) announced today that Sue Coffey, CPA, CGMA has been promoted to chief executive officer of public accounting.

The regional accounting firm of Nathan Wechsler & Company, PA is pleased to announce the promotion of Demetrios “James” Mitkonis, CPA.

PBMares, LLP, a Top 100 accounting and consulting firm in the U.S., announces that Harvey L. Johnson, partner and Cybersecurity & Control Risk Services Practice Leader has been appointed CEO, effective January 1, 2021. Johnson will serve as the ...

Clients often consult their certified public accountant when considering selling a business. Conducting business valuations, proposing deal structures and outlining potential tax consequences are valuable skills.

Citrin Cooperman has acquired West Los Angeles professional services firm, Goren, Marcus, Masino & Marsh (GMMM), effective January 1, 2021. GMMM joining Citrin Cooperman will include the addition of 5 partners, 22 staff, and a fourth California office...

The accounting industry is becoming increasingly competitive. Luckily, there is still a tried-and-true strategy your firm can implement to win in a competitive market.