CPA Practice

SEPTEMBER 12, 2024

Avantax Welcomes $60M Advisor Ali Kazemi and His Northern California-based Sentinel Financial Group Avantax, a Dallas-based leader in tax-intelligent financial planning and wealth managemen, recently welcomed Ali Kazemi, a seasoned financial services industry veteran with 30 years of experience.

Kansas 104

Kansas Pennsylvania audit accounting and finance 104

CPA Practice

OCTOBER 23, 2024

Email (Required) Number of Employees at Your Firm (Required) Number of Employees at Your Firm Sole Proprietor 2 To 4 5 To 9 10 To 19 20 To 49 50 Or More Full Name (Required) State / Province (Required) State / Province Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas (..)

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

CPA Practice

AUGUST 26, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

CPA Practice

SEPTEMBER 20, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

CPA Practice

SEPTEMBER 3, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

CPA Practice

JULY 19, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

CPA Practice

DECEMBER 13, 2023

The West Virginia Society of Certified Public Accountants (WVSCPA) is offering an Introduction to Crypto Currency and Tax Planning. The Michigan Institute of Certified Public Accountants (MICPA) is offering a bootcamp for CPAs interested in learning about ChatGPT. investments and U.S. citizens living or doing business abroad.

West Virginia 40

West Virginia CPA Kentucky Virginia 40

CTP

NOVEMBER 25, 2022

We’re tax advisors. So, not surprisingly, we’re going to tell you about the most tax-advantageous way to start saving for college. It’s called a 520 Savings Plan. Why a 529 Savings Plan? The first 529 College Savings Plan was launched by the state of Michigan in 1986. More Ways to Maximize Your Tax Savings.

Education 40

Education Tax accounting and finance Michigan 40

CPA Practice

DECEMBER 29, 2023

But we just don’t do it in the technology lab, for example, the new deployment in Michigan of power chargers under the streets, and that’s being done in Germany and Sweden and lots of other places. If you’re in the Thomson world, the path is a little more convoluted with Ultra tax being their their major bet.

Technology 59

Technology quickbooks cpa firm CPA 59

CPA Practice

NOVEMBER 4, 2024

Document Management software is a valuable solution for the organization as you prepare for tax season. Download the guide to ensure you are ready for next tax season. It finds the documents you need in seconds, and creates a bespoke, secure database for your firm.

Rhode Island 59

Rhode Island West Virginia South Dakota North Dakota 59

CPA Practice

OCTOBER 30, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What software or tools are you using to manage your engagements, or how does your team currently manage client engagements and reporting processes?

Rhode Island 52

Rhode Island West Virginia South Dakota North Dakota 52

Accounting Today

OCTOBER 15, 2024

auto industry by making interest on car loans fully tax-deductible and renegotiating a trade deal with Mexico and Canada as he courts Michigan. Donald Trump vowed to boost the U.S.

Michigan 69

Michigan Tax tax planning 69

CPA Practice

AUGUST 12, 2024

By Alicia Diaz Bloomberg News (TNS) Republican vice presidential candidate JD Vance floated more than doubling the federal child tax credit to $5,000, seeking to reframe a “pro-family” stance that has come under attack from Democrats. “I Vance dismissed the recent tax package vote as a messaging ploy. “It Visit bloomberg.com.

Montana 105

Montana Tax Wisconsin Minnesota 105