Running a Firm (789)
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RKL Names Four Leaders
- Monday, 06 March 2017
- People & Moves
- Written by The Progressive Accountant
RKL has named four partners to service line leadership position. CEO Edward W. Monborne says the recent move was part of the strategy outlined in the Lancaster, Pa.-based firm's 2020 strategic plan.
Thomson Publishes Due Diligence Report
- Tuesday, 21 February 2017
- Running a Firm
- Written by The Progressive Accountant
Thomson Reuters has released a special report, “Preparer Due Diligence Requirements Expanded to Cover More Credits”. Available on Checkpoint, the report outlines questions and actions must take in order to protect themselves from the due diligence penalty associated with the Protecting Americans From Tax Hikes.
Read more...CohnReznick Names 12 Partners
- Tuesday, 14 February 2017
- People & Moves
- Written by The Progressive Accountant
CohnReznick has promoted 12 staff members to partner effective this month. The New York, N.Y.-based accounting firm selected the new partners from a wide range of practice areas, including tax and industry practices in offices in Connecticut, Georgia, Illinois, Maryland, Massachusetts, New Jersey and New York.
Abila Names New CEO
- Friday, 03 February 2017
- People & Moves
- Written by Bob Scott
CEO Krista Endsley has left Abila after serving as CEO of the nonprofit software company since its formation in March 2013. Endsley has been replaced in the role at Austin, Texas-based Abila, by Craig Charlton, who has years of experience in the Epicor market.
Frazier & Deeter Names Three Partners
- Monday, 30 January 2017
- People & Moves
- Written by The Progressive Accountant
Frazier & Deeter, an Atlanta, Ga.-based CPA firm has named three partners. The firm named Jennifer Gruner, a tax partner, and Jodi Prevost, an audit partner, both based in Atlanta, and Brandon Sherman, partner in the process, risk and governance practice in Nashville, Tenn.
Armanino Names Tax and Audit Partners
- Tuesday, 24 January 2017
- People & Moves
- Written by The Progressive Accountant
Armanino has named two audit and three tax partners effective this month. The new partners are based in five California offices. The five are Michael Boulton, Stacie Kowalczyk, Tony Lam, Min Riblett and Sergio Salas.
Xero Replaces Chair
- Monday, 23 January 2017
- People & Moves
- Written by The Progressive Accountant
Xero has named Graham Smith as its chair. The executive replaces Chris Liddell, who resigned to join the administration of president Donald Trump. Liddell told the New Zealand-based company that accepting the job required him to resign the position he has held for three years.
H.D. Vest, TaxAct CEOs Named
- Monday, 23 January 2017
- People & Moves
- Written by The Progressive Accountant
Robert D. Oros has been named CEO of H.D. Vest. He takes over the job on February 28 when Roger Ochs steps down. Blucora, which owns H.D. Vest, also this month hired a Sanjay Baskaran as the new president for its other business segment, TaxAct.
Ten Tips for a Better Busy Season
- Tuesday, 17 January 2017
- Running a Firm
- Written by Sandi Smith Leyva
Another busy season is upon us. Are you feeling excited, anxious, or dread? It's probably a mix, but hopefully there's more excitement than any other emotion since you will be helping so many more people during busy season than any other time of the year.
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AICPA Updates PFP Body of Knowledge
- Tuesday, 17 January 2017
- Running a Firm
- Written by The Progressive Accountant
The Personal Financial Planning Body of Knowledge has been updated by the American Institute of CPAs. The new publication provides guidance and clarity on the competencies and information that CPAs who provide financial planning services need to know. The AICPA also plans to release a Global Personal Financial Planning Body of Knowledge this year.
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