Postlethwaite & Netterville promotes 45; Sax adds two partners; and more personnel news.
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Upcoming Events
Daily Briefing
February 3, 2020
Upcoming Events February 3, 2020
Daily Briefing
People on the move: Blumshapiro partner receives inaugural Women’s Award
By Danielle Lee
Postlethwaite & Netterville promotes 45; Sax adds two partners; and more personnel news.
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Firms on the move: MACPA members visit state capital for annual CPA Day
By Danielle Lee
KPMG and Project Management Institute announce collaboration; Marcum opens Cleveland office; and more CPA news.
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Firms giving back: SD Mayer & Associates founder honored for high school support
By Sean McCabe
Anders CPAs + Advisors releases its Community Impact Report; and H&R Block partners with Nextdoor to bring community improvement projects to life.
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IRS to allow charities to e-file applications for tax-exempt status
By Michael Cohn      2 min read
The Internal Revenue Service announced that it is going to let charities and nonprofits electronically apply for tax-exempt status with a newly revised Form 1023, starting later this month.
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Before the rush: Tax pros discuss early-season marketing
By Jeff Stimpson      3 min read
From blogging and social media to email marketing and prize drawings, preparers share how they lure in new clients.
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Better client onboarding: Managing the professional network
By Kyle Walters      4 min read
As the trusted advisor, you need to assume the role of the point person, or integrator.
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IRS sees success in pursuing micro-captive insurance schemes
By Michael Cohn      2 min read
The Internal Revenue Service has convinced nearly 80 percent of the taxpayers who received settlement offers after engaging in micro-captive insurance schemes to accept the settlement terms it recently offered them. But there are still thousands of other taxpayers who will be facing examinations.
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RSM US announces 2020 'Pursue Your Passion' recipients
By Sean McCabe      2 min read
The Top Five firm's annual program allots $90K to nine employees, along with nine PTO days, to spend on personal projects and goals.
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Nichols Cauley merges in Morehouse Group
By Michael Cohn      1 min read
Nichols, Cauley & Associates LLC, a firm in Dalton, Georgia, has added the Morehouse Group, a firm based in the same city, expanding Nichols Cauley’s presence in North Georgia.
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Automating AP for firms and SMB clients: Three key steps
By Catherine Dahl      3 min read
Automating AP for firms and SMB clients: Three key steps
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