Client Representation: Qualified tax advisors, especially those who are also enrolled agents or CPAs, can represent clients in dealings with the Internal Revenue Service (IRS), including audits, ...

Advisors benefit when accountants refer clients, but the most fruitful partnerships go much deeper than a simple handoff.

AAFCPAs, a U.S. Top 100 CPA and advisory firm, today announced it has acquired McLaren & Associates CPAs, PC. The move will enable the firm to expand delivery of its forensic accounting, litigation ...

Lammert joins Silver Oak Advisors as a senior executive, bringing over 25 years of diverse experience in real estate ...

With the exception of tax preparation, how do you determine when a certified public accountant (CPA) is needed versus a financial advisor for financial guidance? – Joyce In many cases, most people ...

Navigating the decision between a career as a CPA and a financial advisor is pivotal for many in the finance sector. This choice is more than just a job—it’s about selecting a path that aligns with ...

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...

Whitman Transition Advisors & C-Suite IMPACT unite as Whitman Advisory LLC, forming a powerhouse firm for accounting & CPA firms with expanded services. With the launch of Whitman Advisory, we are ...

When the owner of a manufacturing company in North Jersey passed away suddenly, “The descendants thought the company was worth $1.2 million,” said Seth Kamens, managing member of Kamens & Associates, ...

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