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Top 100 Firm Wipfli LLP has named a new managing partner, Kurt Gresens, who took the reins from longtime leader, Rick Dreher, on June 1. Dreher has been managing partner at the Milwaukee-based firm since 2006, expanding it through a series of mergers and acquisitions into one of the top firms in the U.S. Wipfli […]
Traditionally, an overwhelming number of firms seeking to merge upstream have done so to address partner succession. However, due to a shift in the market among firms that seek mergers for growth, there are new reasons to consider an upstream merger to provide accelerated growth for your partners and deal with the pending seismic shifts […]
Sandy Peters, head of financial reporting policy advocacy at the CFA Institute, talks about some of the most important points for investors and accountants to consider under the new standard on leases.
Payroll is one application everyone both loves and hates. We love payroll simply because we love, and need, to be paid for our work efforts. But when those work efforts are on the other side of the paycheck, it’s not as much fun. Over the years, payroll has evolved. Yes, at its core it’s still […]
For the 13th annual ranking of CPA firms by assets under management, Accounting Today received submissions from over 200 firms. Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted. In most cases, firm names are those of the financial planning subsidiary, not the affiliated […]
Online filing platforms have seen consistent growth over the past few years as consumers have shifted away from traditional accountant relationships as well as filing directly with the IRS. This shift has allowed all types of tax marketers, whether online or traditional, to better understand both the peaks and valleys of product demand over the […]
Serial tax prep entrepreneur and executive John Hewitt has re-entered the space once again. Hewitt’s Loyalty Brands, an umbrella franchise company of business brokerage, small-business accounting, tax prep and added services, networking and bartering, has joined with ATAX Franchise to expand in the Latino market. ATAX has been a franchisor of tax prep and accounting […]
CohnReznick’s next CEO expects to double-down on the firm’s success in advisory services. “What we’re doing is heavily advisory-focused,” said David Kessler, who was recently elected to take the helm of the Top 20 Firm in February of 2020. “We see a lot of opportunities for our advisory practice – it’s very large and works […]
The Treasury Department and the Internal Revenue Service have unveiled a new draft of the W-4 withholding form that addresses some of the concerns with a previous draft. The proposed draft aims to reflect the changes resulting from the Tax Cuts and Jobs Act of 2017, particularly those around personal exemptions, and so it is […]
Financial planning is not an area one thinks of as technology-focused — and yet for the CPA financial planners in this year’s list of the Top Firms by Assets Under Management, technology and its ramifications are very much top of mind. That’s not to say it’s the only thing they’re concerned about: When asked which […]
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