Search Results
Dec 16, 2025, 08:00 ET Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice
support staff oversees more than $182 million in client assets and is led by Benjamin Ross Putman, CPA, CFP®, CEPA, PFS, CDFA, Founder and Principal, Sanaz Afshar, CPA, Joseph Reese, CPA, and Allan Ottens, CPA.
More news about: Wealth Enhancement
Dec 16, 2025, 06:00 ET Coldstream Surpasses $14.05 Billion in Total Client Assets, Completing Another Record Year of Growth
expansion. Coldstream successfully achieved its three-year growth targets ahead of schedule.The firm is now home to 40 CFP®s, 19 MBAs, 15 CFA®s, 22 CPA®s, and 6 JDs among its 227 employees.Growth Without External Capital Coldstream has increased its total client assets by more than
More news about: Coldstream
Dec 15, 2025, 17:14 ET Professional Accounting Coalition Expresses Strong Opposition to Draft Regulation Excluding Accounting from Professional Degree Designation
profession."Accounting is a profession. It is state‑licensed, built on rigorous education beyond a standard bachelor's degree, validated by the Uniform CPA Examination and governed by ethics and competency standards. Students pursuing this pathway should have equitable access to graduate‑level financing,
More news about: AICPA
Dec 15, 2025, 10:31 ET The Institute of Internal Auditors Releases Organizational Behavior Topical Requirement
organization influence how risks are identified and managed, how decisions are made, and how effectively strategy is executed," said Anthony Pugliese, CIA, CPA, CGMA, CITP, President and CEO of The IIA. "To achieve their objectives, organizations must understand and actively manage the behaviors that shape outcomes.
More news about: The Institute of Internal Auditors
Dec 15, 2025, 09:30 ET Nonprofit BBB National Programs Board of Directors Elects Three New Board Members, and Re-Elects One Returning Board Member
Chief Executive Officer, Association of National Advertisers (ANA) Sandi L. Masino - Senior Audit, Control Operations, Financial Executive and CPA; former executive at Fannie Mae, Booz Allen and Sallie Mae Carla Michelotti – Former EVP and Chief Legal, Government & Corporate Affairs
More news about: BBB National Programs
Dec 15, 2025, 07:00 ET Ardagh Holdings S.A. Announces Board Changes and Interim Group CFO Appointment
leadership in financial management and business transformations to businesses in interim executive roles and as a management consultant. He holds a CPA and previously worked at AlixPartners, Frito-Lay, Inc. and Arthur Andersen.Further details regarding board composition and directors' biographical
More news about: Ardagh Group S.A.
Dec 15, 2025, 06:30 ET Hemlo Mining Corp. Announces Leadership Appointments
Detour Gold Corporation, and Kinross Gold Corporation. Ms. Newton began her career at KPMG LLP in Toronto. She is a Chartered Professional Accountant (CPA, CA) and holds an Honours Bachelor of Science degree from the University of Toronto.Mike Tsafaras, Vice President, Engineering and ProjectsMike
More news about: Hemlo Mining Corp.
Dec 12, 2025, 16:01 ET IM Cannabis Appoints Asi Levi as Chief Financial Officer
cannabis company with operations in Israel and Germany, today announced, further to its press release dated October 29, 2025, the appointment of Asi Levi, CPA, as the Company's Chief Financial Officer ("CFO"), effective immediately, to replace Uri Birenberg.
More news about: IM Cannabis Corp.
Dec 12, 2025, 16:01 ET IM Cannabis Appoints Asi Levi as Chief Financial Officer
cannabis company with operations in Israel and Germany, today announced, further to its press release dated October 29, 2025, the appointment of Asi Levi, CPA, as the Company's Chief Financial Officer ("CFO"), effective immediately, to replace Uri Birenberg.
More news about: IM Cannabis Corp.
Dec 11, 2025, 23:15 ET ALT5 INVESTIGATION ALERT: Investigation Launched into ALT5 Sigma Corporation, Attorneys Encourage Investors and Potential Witnesses to Contact Law Firm - ALTS
November 25, 2025, citing personal reasons."The following day, on November 28, 2025, ALT5 Sigma disclosed that "[o]n November 21, 2025, Hudgens CPA, PLLC . . .informed ALT5 Sigma . . . that the sole partner in Hudgens was retiring and effective immediately, Hudgens resigned as [ALT5 Sigma]'s independent
More news about: Robbins Geller Rudman & Dowd LLP
Dec 11, 2025, 08:37 ET Kay Properties & Investments Founder, Dwight Kay, Demystifies the Complex 721 Exchange UPREIT Strategy in New Book, "721 Exchange UPREITs: What Investors Need to Know Before Investing"
investors must consider that is often buried in fine print, and provide the clarity investors need to make a informed decision with the help of their CPA and attoreny," said Dwight Kay.The book explores critical and often overlooked topics essential for DST and 721 UPREWIT investors, including:
More news about: Kay Properties and Investments
Dec 09, 2025, 16:39 ET Fairfax City Economic Development and Mason Consulting Group Conclude Successful Pilot Program Supporting Local Businesses
focused on Reels content, influencer collaborations, and community engagement to broaden reach and drive trafficMake My Day CPAMake My Day CPA, which specializes in tax, accounting, and payroll services, identified the need to strengthen the firm's competitive positioning in a rapidly
More news about: Fairfax City Economic Development
Dec 09, 2025, 09:30 ET 3iQ Appoints Ash Tahbazian as Head of Business Development, Canada
supporting clients as they evaluate digital asset exposure within their portfolios."Mr. Tahbazian holds both the CFA charter and CPA designation and is a graduate of the University of Toronto.About 3iQ Digital Asset ManagementFounded in 2012, 3iQ is one
More news about: 3iQ
Dec 09, 2025, 09:30 ET 3iQ Appoints Ash Tahbazian as Head of Business Development, Canada
look forward to supporting clients as they evaluate digital asset exposure within their portfolios."Mr. Tahbazian holds both the CFA charter and CPA designation and is a graduate of the University of Toronto.About 3iQ Digital Asset ManagementFounded in 2012, 3iQ is one
More news about: 3iQ
Dec 09, 2025, 08:41 ET Aspyr Professional Group Launches Branded Client Mobile App, Elevating Digital Experience for Clients Globally
truly represents our firm: one that is user-friendly, secure, and places everything our clients need right at their fingertips," said Shannon W. Meyer, CPA and Partner in Aspyr Professional Group. "The new Aspyr app accomplishes exactly that. It gives clients direct access to all required tasks, enables
More news about: Aspyr Professional Group
Dec 09, 2025, 08:05 ET Cetera's Tax-Focused Community, Avantax, Welcomes Prestige Global Private Wealth
community within Cetera Wealth Services, LLC, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients' tax burdens through comprehensive tax-intelligent financial planning. For additional information, please
More news about: Avantax
Dec 09, 2025, 08:00 ET PKF O'Connor Davies Releases 2025 Edition of Dental Practices by the Numbers
professional services in an alternative practice structure in accordance with applicable professional standards. PKF O'Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O'Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services.For more
More news about: PKF O’Connor Davies
Dec 08, 2025, 08:31 ET DSD Business Systems Acquires Acumatica Client Base of Chortek, LLC
DSD's mission to provide long-term value and innovation for Acumatica users. Chortek will continue operating as a full-service professional services and CPA firm, serving their clients in all other capacities including accounting, assurance, tax planning and compliance, managed IT services, and business advisory.A
More news about: DSD Business Systems
Dec 08, 2025, 05:05 ET The New Identity Theft Crisis: AI Scams, Child Victims, and Credit Damage Are All Spiking
Howard Dvorkin, CPA and chairman of Debt.com.Identity Theft Victimization on the RiseThe number of Americans who say they have been victims of identity
More news about: Debt.com
Dec 08, 2025, 03:54 ET ZenLedger Expands Enterprise-Grade Tax, Accounting, and Compliance Infrastructure onto Sui
access to:Automated tax and accounting workflows, including global tax form supportLive, customer service with optional CPA supportEmployee trade monitoring and digital-asset code-of-ethics integrated within Comply, the leading compliance management platform protecting
More news about: ZenLedger
Dec 08, 2025, 02:00 ET MediaGo sichert sich wiederholte Auszeichnungen in der Kategorie AdTech der Global Tech Awards
unterstützte Kampagnen erreichen im Durchschnitt einen Anstieg der Budgetausschöpfungsrate um 58 %, und bei auf Kosten pro Akquisition (CPA) optimierten Kampagnen wird die CPA-Überlaufquote wirksam innerhalb von 1,15 kontrolliert — damit wird doppelte Stabilität sowohl bei der Performance als auch bei den
More news about: MediaGo
Dec 05, 2025, 07:00 ET Perpetua Further Strengthens Leadership Team as Development of the Stibnite Gold Project Advances
talent acquisition will lend immediate value to Perpetua as the Company grows its team to meet the demands of construction. Joe Fazzini, CA, CPA, CFA joins the Perpetua team as Vice President of Investor Relations after 15 years working in both corporate and capital markets roles. Mr. Fazzini
More news about: Perpetua Resources Corp.
Dec 04, 2025, 10:00 ET Sunwest Bank Appoints Brian Barry as SVP, Regional President Arizona
degree in Business Management from Arizona State University and a master's degree in Accountancy from the University of Phoenix. He is also a licensed CPA with the Arizona State Board of Accountancy. In addition to his professional work, Barry serves on the board of the Arizona Center for the Blind and
More news about: Sunwest Bank
Dec 04, 2025, 09:10 ET PKF O'Connor Davies Announces New Organizational Structure to Support Continued Growth
professional services in an alternative practice structure in accordance with applicable professional standards. PKF O'Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O'Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services.For more
More news about: PKF O’Connor Davies
Dec 04, 2025, 09:04 ET Economic Optimism Edges Down and Company Outlook Improves, AICPA and CIMA Survey Finds
at large we're seeing a mixed picture below that topline figure that underscores some of the volatility companies are experiencing," said Tom Hood, CPA, CGMA, CITP, executive vice president of business engagement and growth at the Association of International Certified Professional Accountants, the alliance
More news about: AICPA & CIMA