CPA Practice Advisor

Goldstone Financial Group Nashville Announces Wealth Management To Reduce Taxes

Retrieved on: 
Friday, July 28, 2023
IRAS, Goldstone, Terrace, Tax, QCD, Social Security, CPA Practice Advisor, Retirement, Wealth management, Partner, CPA, Knowledge, Oakbrook Terrace, Illinois, Life insurance, Financial adviser

Oakbrook Terrace, Illinois--(Newsfile Corp. - July 28, 2023) - Goldstone Financial Group has announced its tax-focused investment advisory and wealth management service for its Nashville clients.

Key Points: 
  • Oakbrook Terrace, Illinois--(Newsfile Corp. - July 28, 2023) - Goldstone Financial Group has announced its tax-focused investment advisory and wealth management service for its Nashville clients.
  • The financial planning team at Goldstone Financial Group has added tax planning to their roster of fiduciary services and has made themselves familiar with the intricacies of state tax laws in Tennessee, as well as national requirements.
  • As such, Goldstone Financial Group will develop a comprehensive tax and wealth management strategy that will allow clients to reduce their tax burden and therefore better arrange lifetime income.
  • Brian Korienek, the Partner & Vice President Of Wealth Management at Goldstone, added, "At Goldstone Financial Group, we understand planning for your retirement taxes is a vital part of ensuring you have enough income to support your lifestyle in retirement.

Schellman CEO Avani Desai Named to 2023 Most Powerful Women in Accounting List

Retrieved on: 
Wednesday, June 7, 2023
Consulting, Security, Accounting, Professional Services, Technology, Executive, Big data, Culture, Workplace, The Last Best Place, Woman, Schellman loop, Audit committee, AICPA, Organization, CPA Practice Advisor, CPA, Glassdoor, Growth, VC, CIMA, Management, Nursing

Schellman , a leading provider of cybersecurity assessment services, announced today its CEO, Avani Desai, has been named one of the 2023 Most Powerful Women in Accounting by AICPA & CIMA and CPA Practice Advisor Magazine .

Key Points: 
  • Schellman , a leading provider of cybersecurity assessment services, announced today its CEO, Avani Desai, has been named one of the 2023 Most Powerful Women in Accounting by AICPA & CIMA and CPA Practice Advisor Magazine .
  • Desai's exceptional leadership was on full display in 2022 as she deftly steered Schellman through a period of remarkable growth and innovation.
  • Under Desai's guidance, the company successfully expanded its core services, introduced new service lines in the digital and crypto realms, and significantly bolstered its global presence.
  • To learn more about the innovation Desai is driving at Schellman, visit schellman.com .

Expensify Receives CPA Practice Advisor Readers Choice Award for Expense and Travel Management

Retrieved on: 
Thursday, June 1, 2023
Professional Services, Payments, Apps, Applications, Technology, Software, Personal Finance, Accounting, Travel, CPA, CPA Practice Advisor, Tax advisor, Expensify

Expensify , Inc. (Nasdaq: EXFY), a payments superapp that helps individuals and businesses around the world simplify the way they manage money across expenses, corporate cards, bills and invoices, today announced its latest achievement of winning the esteemed CPA Practice Advisor Readers Choice Award as the Preferred Expense and Travel Management Tool.

Key Points: 
  • Expensify , Inc. (Nasdaq: EXFY), a payments superapp that helps individuals and businesses around the world simplify the way they manage money across expenses, corporate cards, bills and invoices, today announced its latest achievement of winning the esteemed CPA Practice Advisor Readers Choice Award as the Preferred Expense and Travel Management Tool.
  • With their extensive expertise and meticulous evaluation process, CPA Practice Advisor plays a pivotal role in identifying the most innovative and effective solutions in the market.
  • "Winning the CPA Practice Advisor Award is a testament to our commitment to delivering exceptional financial software solutions to our accounting partners,” he says.
  • Expensify's track record of receiving the CPA Practice Advisor Award solidifies its position as a leading provider of spend management solutions, trusted by accounting professionals worldwide.

Quiq Capital Launches Bespoke Financing Platform Delivering Up to $10 Million of Strategic Working Capital

Retrieved on: 
Wednesday, February 1, 2023
CMBS, Investment, CPA Practice Advisor, EBITDA, Software, CPA, Growth, Multimedia, Bank

NEW YORK, N.Y. and MANHATTAN BEACH, Calif., Feb. 1, 2023 /PRNewswire/ -- QUIQ CAPITAL, LLC ("Quiq" or the "Company"), an investment manager and direct lender for bespoke business financing, recently opened its doors and is accepting applications nationally. The Company is combining industry-leading technology with stringent, human-based underwriting to offer a bespoke lending product in an industry plagued by roadblocks and excessive regulatory burden.

Key Points: 
  • The Company is combining industry-leading technology with stringent, human-based underwriting to offer a bespoke lending product in an industry plagued by roadblocks and excessive regulatory burden.
  • The Company's goal is to provide accretive financing to founders and operators, with a focus on EBITDA growth and value creation.
  • Not limited to a specific industry, Quiq provides a diverse suite of financing products to rapidly expanding businesses in high-growth sectors.
  • Focused on capital preservation, Quiq has been in development since 2018 and is now deploying capital via its proprietary underwriting platform, while concurrently raising capital for several investment vehicles.

Bloomberg Tax & Accounting's Akmal Nasimov Named to CPA Practice Advisor's "20 Under 40 Top Influencers"

Retrieved on: 
Monday, November 21, 2022
News, Multimedia, Asset, Senior, Software, CPA Practice Advisor, CPA, Risk management

ARLINGTON, Va., Nov. 21, 2022 /PRNewswire/ -- Bloomberg Tax & Accounting today announced that Akmal Nasimov, senior product lead with Bloomberg Tax & Accounting's product team, has been named to CPA Practice Advisor's "20 Under 40 Top Influencers" list.

Key Points: 
  • ARLINGTON, Va., Nov. 21, 2022 /PRNewswire/ -- Bloomberg Tax & Accounting today announced that Akmal Nasimov, senior product lead with Bloomberg Tax & Accounting's product team, has been named to CPA Practice Advisor's "20 Under 40 Top Influencers" list.
  • Akmal leads a comprehensive integration strategy across Bloomberg Tax products, bringing more than 10 years of experience creating best-in-class data integration solutions for both enterprise and startup companies in multiple industries.
  • "This work is a significant contribution to Bloomberg Tax & Accounting's success, and Akmal's recognition by CPA Practice Advisor is well-deserved."
  • Bloomberg Tax & Accounting provides practitioner-driven research and technology solutions that deliver timely, strategic insights to enable smarter decisions.

W. David Ellrich, Founder of Leading Forensic Accounting Firm, Retires

Retrieved on: 
Thursday, August 11, 2022
Association, CFF, Industry, United States district court, American Institute, ASA, Sale, Ellrich, Federal law, American Institute of Certified Public Accountants, Internal Revenue Service, Lawyer, Law enforcement, Federal Law Enforcement Training Centers, United States circuit court, CFE, IRS, Education, Retirement, National Association, MAFF, CPA, Florida State University, Divorce, PALM, Revenue stream, O'Hara, U.S. Treasury, ABV, Certified Fraud Examiner, CVA, CPAS, CPA Practice Advisor, Certified Public Accountant, Private investigator, Accounting

PALM BEACH GARDENS, Fla., Aug. 11, 2022 /PRNewswire-PRWeb/ -- Ellrich, Neal, Smith & Stohlman, P.A., one of the leading forensic accounting firms in South Florida, announced the recent retirement of its leader, W. David "Dave" Ellrich, CPA, CFE, CVA, ABV, MAFF, ASA, CFF. Dave helped shaped the litigation and forensic accounting industry as trailblazer in the 1980's, cultivating a standard for success for all who followed his storied career.

Key Points: 
  • Dave helped shaped the litigation and forensic accounting industry as trailblazer in the 1980's, cultivating a standard for success for all who followed his storied career.
  • Dave's road to success was paved by unmatched expertise, hard work, and a passion for forensic accounting with integrity.
  • Dave graduated Florida State University in 1973 with a degree in accounting and continued his education with a Masters in Accounting.
  • He led the organization for 40 years, creating one of the most sought-after, prominent forensic accounting firms in the state.

SafeSend Returns Wins Fourth CPA Practice Advisor Technology Innovation Award

Retrieved on: 
Thursday, August 11, 2022
Chicago Innovation Awards, CFO, Technology, Review, Family, ANN, CPA, The Economist, Automation, CPA Practice Advisor, Workflow, Solution, Adobe Acrobat, Efficiency, Tax advisor, Public relations, Online shopping

ANN ARBOR, Mich., Aug. 11, 2022 /PRNewswire-PRWeb/ -- SafeSend, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, announced its flagship solution, SafeSend Returns, was honored with its fourth Tax & Accounting Technology Innovation Award presented by CPA Practice Advisor.

Key Points: 
  • SafeSend, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, announced its flagship solution, SafeSend Returns, was honored with its fourth Tax & Accounting Technology Innovation Award presented by CPA Practice Advisor.
  • ANN ARBOR, Mich., Aug. 11, 2022 /PRNewswire-PRWeb/ -- SafeSend, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, announced its flagship solution, SafeSend Returns, was honored with its fourth Tax & Accounting Technology Innovation Award presented by CPA Practice Advisor.
  • SafeSend continues to develop new features to the now four-time award-winning SafeSend Returns, part of the SafeSend Suite workflow automation platform.
  • Our flagship offering, SafeSend Returns is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages.

Vivos Therapeutics Announces 18X Increase in Sleep Apnea Diagnostic Testing By Vivos Dentists Using SleepImage Technology

Retrieved on: 
Wednesday, January 19, 2022
Securities Exchange Act of 1934, Patient, Technology, Fibromyalgia, Birth, Stroke, CPA Practice Advisor, Risk, HST, SEC, Very important person, Sleep apnea, Adult, NASDAQ, Securities Act of 1933, CEO, Obstructive sleep apnea, GLOBE, Chronic pain, OSA, U.S. Securities and Exchange Commission, Tissue, Heart failure, Dentist, Apnea–hypopnea index, Therapy, Program, Diabetes, Conditional sentence, HTTP Strict Transport Security, CPAP, Prevalence, Science and technology in Asia, Drug Quality and Security Act, VIP, Snoring, Security (finance), Dementia, Pharmaceutical industry, Vivos

HIGHLANDS RANCH, Colo., Jan. 19, 2022 (GLOBE NEWSWIRE) -- Vivos Therapeutics, Inc. (“Vivos” or “the Company”) (NASDAQ: VVOS), a medical technology company focused on developing and commercializing innovative diagnostic and treatment modalities for patients suffering from mild to moderate obstructive sleep apnea (OSA) and snoring, today announced significant increases across several key metrics for its SleepImage Home Sleep Apnea Tests (HST).

Key Points: 
  • Under the new revenue model with SleepImage, Vivos will lease out the SleepImage ring recorders to Vivos trained dentists at a fixed price that includes a full months worth of diagnostic sleep test reports.
  • Vivos Therapeutics Inc. (NASDAQ: VVOS) is a medical technology company focused on developing and commercializing innovative diagnostic and treatment modalities for adult patients suffering from mild-to-moderate obstructive sleep apnea (OSA).
  • Vivos also markets and distributes SleepImage diagnostic technology, powered by VivosScore for Home Sleep Testing in adults and children.
  • The Vivos Integrated Practice (VIP) program offers dentists training and other value-added services in connection with using the Vivos System.

2021 Analysis, Testimonials Reveal Anduin Delivers ROI in Less Than 30 Days

Retrieved on: 
Tuesday, January 11, 2022
CPA Practice Advisor, IBB, Practice management, Solution, AI, CPA, Technology, CEO, Internet celebrity, Artificial intelligence, Marketing, Geography of Middle-earth

Also in 2021, Anduin raised $14MM in a seed round led by Revolution Ventures, its IBB platform was selected an AccountingToday 2021 Top New Product, and Anduin CEO Justin Adams was named a "20 Under 40" Influencer by CPA Practice Advisor

Key Points: 
  • Also in 2021, Anduin raised $14MM in a seed round led by Revolution Ventures, its IBB platform was selected an AccountingToday 2021 Top New Product, and Anduin CEO Justin Adams was named a "20 Under 40" Influencer by CPA Practice Advisor
    "2021 proved to be an exciting year at Anduin.
  • "Anduin is certainly at an advantage being first to market with this type of AI technology," explains Adams.
  • Adams continued, "We anticipate a year of expansion and new opportunities for Anduin and our partners.
  • We're excited for what's in store for today's accounting firms and continuing to take this technology to the next level."

Evan Croen Named To CPA Practice Advisor's "20 Under 40 Top Influencers"

Retrieved on: 
Monday, November 29, 2021
Boston Consulting Group, News, Technology, Acquisition, Compliance, Income tax, CPA Practice Advisor, Software, View, Research, Bloomberg Industry Group, Thought, Multimedia, CPA, Tax advisor

Evan Croen was recognized by CPA Practice Advisor for significant contributions to Bloomberg Tax & Accounting's success.

Key Points: 
  • Evan Croen was recognized by CPA Practice Advisor for significant contributions to Bloomberg Tax & Accounting's success.
  • He previously served in strategy and operations roles with Bloomberg Industry Group's law and government businesses.
  • "He has made significant contributions to our business's success, and his recognition by CPA Practice Advisor is extremely well-deserved."
  • "There is a high level of diversity and determination among those whose ideas and voices are shaping the directions we all are following,"saidCPA Practice Advisor's editor-in-chief Gail Perry, CPA.