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Hilco Diligence Services Announces Strategic Senior Executive Appointments

Retrieved on:

Tuesday, November 7, 2023

TAS, Certified Public Accountant, Executive, Big Four, CPA, Commercial property, Financial services

NORTHBROOK, Ill., Nov. 7, 2023 /PRNewswire/ -- Hilco Diligence Services is proud to introduce three new senior executives who have joined the Financial Diligence Services/Transactions Advisory (FDS/TAS) team, reinforcing our commitment to delivering high-quality financial due diligence services to private equity and lender clients in the middle market.

Key Points:

NORTHBROOK, Ill., Nov. 7, 2023 /PRNewswire/ -- Hilco Diligence Services is proud to introduce three new senior executives who have joined the Financial Diligence Services/Transactions Advisory (FDS/TAS) team, reinforcing our commitment to delivering high-quality financial due diligence services to private equity and lender clients in the middle market.
Ervisa Ismailaj: Ms. Ismailaj assumes the role of Executive Director in New York City, focusing on expanding the financial due diligence services within the Diligence Services practice.
These strategic appointments further solidify Hilco Diligence Services' position as a leader in the provision of comprehensive insights and actionable recommendations throughout the M&A cycle and for accounting investigation needs.
For more information about Hilco Diligence Services and its Financial Diligence Services/Transactions Advisory team, please visit hilcoglobal.com/companies/hilco-diligence-services .

BOARDWAVE APPOINTS ITS FIRST BOARD OF DIRECTORS, AS IT REACHES 1,000 EUROPEAN MEMBERS MILESTONE IN FIRST 18 MONTHS

Retrieved on:

Thursday, September 28, 2023

LONDON, Sept. 28, 2023 /PRNewswire/ -- Boardwave, the impact-led networking community for European software founders and CEOs, has today announced that it has appointed its first board of directors, assembling a line-up of industry heavyweights to help deliver on its mission across Europe. Today it announces Jonathan McKay, Leo Apotheker and Elona Mortimer-Zhika as new board members. They join Phill Robinson, founder and chief executive officer (CEO) at Boardwave, along with Kath Easthope as chief operating officer (COO), and are supported by an advisory committee and team of high calibre founding patrons.

Key Points:

This latest announcement from Boardwave comes as the established community reaches a significant milestone of over 1,000 members since its inception in April 2022.
Phill Robinson, founder and CEO of Boardwave, commented: "This is an important and significant milestone in Boardwave's continued development and expansion.
Boardwave board members announced today:
Jonathan McKay is the new Boardwave chairperson.
Kath Easthope joins the Boardwave board as a director, in her role as chief operating officer of Boardwave, responsible for the day-to-day operations of the Boardwave community.

BOARDWAVE APPOINTS ITS FIRST BOARD OF DIRECTORS, AS IT REACHES 1,000 EUROPEAN MEMBERS MILESTONE IN FIRST 18 MONTHS

Retrieved on:

Thursday, September 28, 2023

LONDON, Sept. 28, 2023 /PRNewswire/ -- Boardwave, the impact-led networking community for European software founders and CEOs, has today announced that it has appointed its first board of directors, assembling a line-up of industry heavyweights to help deliver on its mission across Europe. Today it announces Jonathan McKay, Leo Apotheker and Elona Mortimer-Zhika as new board members. They join Phill Robinson, founder and chief executive officer (CEO) at Boardwave, along with Kath Easthope as chief operating officer (COO), and are supported by an advisory committee and team of high calibre founding patrons.

Key Points:

This latest announcement from Boardwave comes as the established community reaches a significant milestone of over 1,000 members since its inception in April 2022.
Phill Robinson, founder and CEO of Boardwave, commented: "This is an important and significant milestone in Boardwave's continued development and expansion.
Boardwave board members announced today:
Jonathan McKay is the new Boardwave chairperson.
Kath Easthope joins the Boardwave board as a director, in her role as chief operating officer of Boardwave, responsible for the day-to-day operations of the Boardwave community.

What CPAs Need to Know About Employee Retention Credit Audits

Retrieved on:

Wednesday, September 13, 2023

FORT LAUDERDALE, Fla., Sept. 12, 2023 /PRNewswire/ -- As most CPAs already know, the Employee Retention Credit (ERC) is a federal payroll tax credit paid to businesses that were able to retain and pay employees during the COVID-19 pandemic.

Key Points:

FORT LAUDERDALE, Fla., Sept. 12, 2023 /PRNewswire/ -- As most CPAs already know, the Employee Retention Credit (ERC) is a federal payroll tax credit paid to businesses that were able to retain and pay employees during the COVID-19 pandemic.
An IDR from the IRS isn't the end of the world; it simply means you need to provide more documentation.
The IRS also signaled they would use the same guidelines in its audits as employers and their advisers used to file for the ERC.
Can EZ-ERC Help You with Your Employee Retention Credit Claims?

Chicago Accounting Firm Porte Brown Ranks in The Top 200 List of Largest Accounting Firms in the U.S. for the Ninth Consecutive Year

Retrieved on:

Tuesday, August 29, 2023

Data collection, IPA, ELK, Gleba, Big Four, Financial adviser, Chicago metropolitan area

ELK GROVE VILLAGE, Ill., Aug. 29, 2023 /PRNewswire/ -- Porte Brown LLC, www.PorteBrown.com , a Chicagoland accounting firm, is pleased to announce the firm has been named among the top 200 largest accounting firms in the United States by INSIDE Public Accounting (IPA).

Key Points:

ELK GROVE VILLAGE, Ill., Aug. 29, 2023 /PRNewswire/ -- Porte Brown LLC, www.PorteBrown.com , a Chicagoland accounting firm, is pleased to announce the firm has been named among the top 200 largest accounting firms in the United States by INSIDE Public Accounting (IPA).
IPA, an award-winning news source for the accounting profession, releases annual rankings of the nation's largest accounting firms and the select top 50 Best of the Best firms.
Each year Inside Public Accounting ranks the "largest public accounting firms in the U.S. based on participating firm's net revenues - from the multi-billion-dollar U.S.-based Big 4 to the $4.6 million firm.
A full list of the 2023 IPA Best of the Best firms can be found on the INSIDE Public Accounting website.

Optima Partners Appoints Paul Fletcher as Global Head of Asset & Wealth Management

Retrieved on:

Tuesday, August 1, 2023

Asset management, Paul's walk, Risk management, Asset, Credit Suisse, Capital Dynamics (global asset manager), Big Four, Audit, New star

NEW YORK, Aug. 1, 2023 /PRNewswire/ -- Optima Partners, a leading global regulatory compliance and risk management firm, today welcomes Paul Fletcher as a partner & Global Head of Asset & Wealth Management.

Key Points:

NEW YORK, Aug. 1, 2023 /PRNewswire/ -- Optima Partners, a leading global regulatory compliance and risk management firm, today welcomes Paul Fletcher as a partner & Global Head of Asset & Wealth Management.
Prior to joining Optima, Mr. Fletcher has worked at LV Group, New Star, Gartmore and more recently led the Asset Management compliance division at Credit Suisse for 12 years, focusing on the EMEA region.
His vast experience in managing large scale projects and his keen understanding of the asset management landscape make him an invaluable addition to the Optima team.
"Joining Optima Partners as the Global Head of Asset & Wealth Management is an exciting step forward for me," commented Mr. Fletcher.

CFGI Announces Expansion Into the UK

Retrieved on:

Wednesday, July 26, 2023

CFO, Growth, Carlyle, CVC, System, Partner (business rank), Risk, Big Four, Partner, Accounting

LONDON, July 26, 2023 /PRNewswire/ -- CFGI, a portfolio company of Carlyle and CVC, announces its expansion into the U.K., opening its first office in London.

Key Points:

LONDON, July 26, 2023 /PRNewswire/ -- CFGI, a portfolio company of Carlyle and CVC, announces its expansion into the U.K., opening its first office in London.
CFGI's expansion into the U.K. is a natural continuation of the company's longstanding success in serving many clients in the region.
The U.K. expansion is being led by Managing Partner Greg Taylor, who brings a wealth of former Big 4 international experience.
Our ambition is to replicate this success in the U.K." Managing Partner – Greg Taylor, London
"CFGI's expansion continues our success as an industry leader.

CFGI Announces Expansion Into the UK

Retrieved on:

Wednesday, July 26, 2023

CFO, Growth, Carlyle, CVC, System, Partner (business rank), Risk, Big Four, Partner, Accounting

LONDON, July 26, 2023 /PRNewswire/ -- CFGI, a portfolio company of Carlyle and CVC, announces its expansion into the U.K., opening its first office in London.

Key Points:

LONDON, July 26, 2023 /PRNewswire/ -- CFGI, a portfolio company of Carlyle and CVC, announces its expansion into the U.K., opening its first office in London.
CFGI's expansion into the U.K. is a natural continuation of the company's longstanding success in serving many clients in the region.
The U.K. expansion is being led by Managing Partner Greg Taylor, who brings a wealth of former Big 4 international experience.
Our ambition is to replicate this success in the U.K." Managing Partner – Greg Taylor, London
"CFGI's expansion continues our success as an industry leader.

QA WEALTH MANAGEMENT JOINS CAPTRUST

Retrieved on:

Monday, April 24, 2023

Wing, Specialization, Westin Hotels & Resorts, Investment, QA, Big Four, Financial adviser

RALEIGH, N.C., April 24, 2023 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of QA Wealth Management (QA). Based in Minnetonka, Minnesota, QA provides financial advice, planning and investment management for individuals, with a specialization in working with Big Four professionals.

Key Points:

RALEIGH, N.C., April 24, 2023 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of QA Wealth Management (QA).
Based in Minnetonka, Minnesota, QA provides financial advice, planning and investment management for individuals, with a specialization in working with Big Four professionals.
QA was founded by John Wing in 2000, and today is led by CEO Dan Westin.
"The QA team has specific and valuable knowledge of this industry and bringing them on to CAPTRUST only enhances our wealth offering."

Global Tax Management Introduces GTM Engage, Providing Professional Services Firms with Access to Tax Services for Their Clients

Retrieved on:

Thursday, March 30, 2023

Professional Services, Legal, Insurance, Finance, Consulting, Accounting, Sales Tax Management Services, GTM, Probability, Create, Mitigation, Professional development, Institute of Continuing & TESOL Education, CPE, Big Four

Global Tax Management (GTM), a professional services firm focused exclusively on delivering corporate tax services, announced today that it has launched GTM Engage , a scalable program designed to help accounting, law, and other professional services firms of all sizes enhance their tax services delivery capabilities.

Key Points:

Global Tax Management (GTM), a professional services firm focused exclusively on delivering corporate tax services, announced today that it has launched GTM Engage , a scalable program designed to help accounting, law, and other professional services firms of all sizes enhance their tax services delivery capabilities.
With three program tier options, GTM Engage provides firms with full access to all GTM service lines, dedicated consulting hours, tax training with Continuing Professional Education (CPE) credit, and unlimited support for new business pursuits involving corporate tax work with prospective clients.
Specifically, GTM Engage is designed to help member firms:
Create new revenue streams and expand service portfolios around corporate tax offerings.
Add capacity by providing the capability to increase tax services bandwidth and scale faster when needed during seasonal peaks.