CPA Practice

AUGUST 3, 2024

Avantax Inc., a community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes financial advisors Josh Linton, CPFA and Mike Koltz, CPFA , and their director of operations and client services Danielle Boutwell, CPFA. Linton and Koltz, founders of Noble Oak Financial, were previously affiliated with LPL Financial and had approximately $300 million in client assets under administration as of December 2023.

Tax 52

Tax 52

Going Concern

AUGUST 3, 2024

Is this a viable strategy? “We are no longer a capital-light profession, we’re a cap-heavy profession,” said Francesca Lagerberg, chief executive of Baker Tilly International, whose 110 member firms had $5.2bn in annual revenue. “ There’s an amount of spaghetti against the wall as everybody is trying different things, but no one wants to be the network that didn’t make the moves and wasn’t able to take advantage of the opportunities. ” “ US accounting firms rethink global networks ,”

accounting firms 104

accounting firms Account accountant accounted 104