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Eide Bailly Forms Wealth Management Partnership With PE-Backed Sequoia Financial Group

CPA Practice

The RIA has 15 offices in nine states, mostly east of the Mississippi. This partnership is a key strategic move that will expand our wealth management footprint meaningfully, especially west of the Mississippi River, where Eide Bailly has a large presence in major wealth markets,” said Tom Haught, CEO of Sequoia Financial.

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Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group

CPA Practice

Eide Bailly, a national certified public accounting and business advisory firm has announced that Eide Bailly Advisors, LLC’s wealth management team will join Sequoia Financial Group on November 1, 2024, and both firms will collaborate to deliver expanded client services. Sequoia Financial Group is a wealth manager with more than $19.3

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Checklist: Ensure your firm’s success this upcoming tax season

CPA Practice

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?

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ATA Lands Private Equity Investment From Copley Equity Partners

CPA Practice

Much like other public accounting firms that have received a private equity infusion— Citrin Cooperman , Grant Thornton , and, most recently, Doeren Mayhew , to name a few—ATA will operate in an alternative practice structure. million during its most recent fiscal year, according to INSIDE Public Accounting.

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Eliminate Manual Work and Accelerate Accounts Receivable

CPA Practice

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Transforming Your Firm: The Impact of Smarter Engagements

CPA Practice

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?

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Mastering U.S. Federal Payroll Compliance

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions. million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

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