Sage promotes Jennifer Warawa to EVP of partners, accountants, alliances

The accounting technology company also announced three other executive promotions.


Accountants Confidence Index — June 2017

After a jump in March and in April, the Accountants Confidence Index gave up some of those gains in May.


Adaptive Insights unveils analytics, time modeling upgrades at user conference

The company has also entered its first vertical with the release of a software planning solution.


Surgent announces 2017 All-State CPA Awards

The CPE provider will look to recognize one professional from each state for their innovation and know-how.


PCAOB proposes new requirements for use of specialists and accounting estimates

The Public Company Accounting Oversight Board has issued a pair of new proposals: to strengthen its requirements for an auditor’s use of the work of specialists, and for auditing accounting estimates such as fair value measurements.


People on the move: EY appoints global AI leader

Sage appoints company veteran to EVP of partners, accountants and alliances; Cherry Bekaert promotes partner to MP; and other recent hires, promotions and personnel news from firms across the country.


Firms on the move: BDO ‘pies’ partners for charity

Bennett Thrasher hikes the Appalachian Trail; Clark Schaefer Hackett rebrands; and more news from CPA offices across the country.


Checks won’t be accepted anymore for some IRS rulings

Beginning June 15, taxpayers requesting letter rulings, closing agreements and certain other rulings from the IRS will need to make user fee payments electronically using the federal government’s Pay.gov system.


Tax Fraud Blotter: Mother of a scam

Deep trouble for Deepwater scam; $6K in false HSH income; and other highlights of recent tax cases.


‘Riding shotgun’ on clients’ financial plans

Even if you’re not serving as their financial planner, you’ll still want to keep an eye on your clients’ future strategies.