Advisory August 1, 2025
Alexion.AI Emerges to Empower the Accounting Profession
Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.
November 17, 2015
AICPA Honors CPAs for Volunteer Work in Forensic Accounting and Valuation
The Forensic and Valuation Services (FVS) Section of the AICPA represents CPAs who provide financial forensic accounting and business valuation services, and offers the Certified in Financial Forensics (CFF) and Accredited in Business Valuation (ABV) ...
November 17, 2015
Accounting Firm Porte Brown Merges with Alliant Advisors
Both firms are in the process of contacting clients to inform them of the change and answer questions they may have about the transition.
November 17, 2015
Small Businesses See Greater Success with Help From Accountants
Nearly six in 10 respondents (58%) cited spending time with family in the evenings as crucial to their effectiveness as a business owner, and more than half (53%) said it’s important to keep their weekends free for loved ones.
November 16, 2015
How Accounting and Tax Firms Can Use the ACA to Increase Revenue Opportunity
The passage of the Affordable Care Act (ACA) has brought major change to the accounting profession as individuals and companies are increasingly turning to accountants and tax preparers for help in complying with new health care mandates and ...
November 16, 2015
Investors and Mid-Market Execs Confident About Access to Capital in 2016
Seventy percent of those surveyed believed that a strategic investor (competitor, corporate) would offer the greatest price for their business, compared to 30% believing the best deal would come from a financial investor (private equity, venture capital..
November 16, 2015
Finance Execs Seek More Effective Reporting and Disclosure Tools
Nearly three-quarters (74%) of the companies surveyed are taking action to improve their financial reports. Top improvement areas to the annual financial report (10-K) include management discussion and analysis (MD&A), the business section, risk ...
November 16, 2015
Investors Gain Confidence from CPA Financial Planners
The survey asked CPA financial planners to rate their clients’ confidence during the recent fluctuation on a scale of 1-5, (with 1 being the most fearful, 3 being neutral and 5 being the most confident). Established clients of CPA financial planners ...
November 13, 2015
Ryan Tax Firm Acquires TransAmerican Asset Servicing Group
A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.
November 4, 2015
AICPA Honors Professionals with Awards in Area of Taxation
Germano is president and general counsel of Actuarial Benefits & Design Company, which she co-founded in 1989. The company, based in Midlothian, Va., helps business owners assess retirement needs for themselves and their employees, as well as to set up r
November 3, 2015
Professionals on the Move – November 4, 2015
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
November 2, 2015
Accounting Firm KFMR Katz Ferraro McMurtry P.C. Joins CliftonLarsonAllen
The accounting firm of Katz Ferraro McMurtry P.C. (KFMR) has joined the professional services firm CliftonLarsonAllen (CLA), effective November 1, 2015.
November 2, 2015
Marcum LLP Acquires Chicago Accounting Firm Frost Ruttenberg
The transaction marks the first entry into the Midwest market for Marcum, which has 17 other U.S. offices on the East and West Coasts, plus six abroad. Twenty-one Frost shareholders and principals and 90 professional staff have joined Marcum.