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November 25, 2019

Firms on the move: Baker Tilly forges two software partnerships

By Danielle Lee

HB&K rebrands as Avizo Group; NJCPA opens online job board; and more CPA news.

People on the move: Warren Averett names new Atlanta office MP

By Danielle Lee

Prager Metis promotes two to principal; Jody Padar launches TheRadicalCPA.com; and more personnel news.

QuickBooks Online Advanced advances with revenue dashboard, workflow management and more

By Ranica Arrowsmith

Teased at this year’s QuickBooks Connect conference in San Jose, Intuit has now released new artificial intelligence-enabled tools for QuickBooks Online Advanced, Intuit’s offering for more complex and growing small and mid-sized businesses.

Canopy Tax cancels brand-new Tax Prep product, offers full refunds

By Ranica Arrowsmith 2 min read

This week, the company abruptly shut down the product and told customers it will no longer support Tax Prep for the 2019 tax season.

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IRS confirms tax break for large gifts

By Michael Cohn 2 min read

Final regulations confirm that individuals who take advantage of the increased gift and estate tax exclusion amounts that are in effect from 2018 to 2025 under the Tax Cuts and Jobs Act won’t be adversely affected after 2025.

Dixon Hughes Goodman merges in RyanSharkey

By Michael Cohn 2 min read

DHG is expanding in the Washington, D.C., area with its latest M&A deal.

SurePrep receives ‘significant’ first institutional investment

By Ranica Arrowsmith 2 min read

The tax automation software provider will use funding from Bregal Sagemount to enhance its products including 1040Scan and TaxCaddy.

You only get one chance to make a first impression

By Kyle Walters 4 min read

It all starts with the client onboarding process.

Firms giving back: Blumshapiro donates $55K to family-oriented nonprofits

By Sean McCabe

The Accounting & Financial Women’s Alliance also collected more than 750 pieces of professional clothing for Dress for Success.

Ocasio-Cortez skeptical Warren and Sanders wealth tax could pass

By Laura Davison 2 min read

Even Alexandria Ocasio-Cortez is skeptical about the viability of Elizabeth Warren’s wealth tax to pay for trillions of dollars in government programs and address income inequality.

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