Improving client retention: Pick up the phone

When was the last time you called a client just to find out what’s new or different?


Connecticut’s SALT bypass offers hidden perk for money managers

Hedge fund and private equity managers in Connecticut may have more to like about the state’s novel workaround for a new cap on state and local tax deductions.


Firms giving back: Eide Bailly names 2018 'Resourcefullness' winners

The Top 100 firm awarded $75K to innovative nonprofits across five states.


Certify acquires European expense management company Captio

The buy is a continued effort to compete with industry leader Concur.


Moss Adams merges in cybersecurity provider AsTech

AsTech provides a range of internet application security consulting services, including penetration testing, best practices and compliance programs, and training in areas such as incident response and secure coding techniques.


Firms on the move: Honkamp Krueger named a top workplace

Boyer & Ritter and Smith Elliott Kearns also earn Best Place to Work honors; PrimeGlobal adds trio of firms; and more news from CPA offices across the country and other parts of the world.


AICPA wants clarity on Section 965

The institute made a number of proposals for guidance around transition tax reporting.


Herbein founder dies

Carl Herbein, who founded his Pennsylvania firm in 1972, was 71.


U.S. companies repatriated $169.5B in Q2

Bringing money back may be harder than the drafters of the TCJA expected.


Former PCAOB chief Mark Olson dies

The financial services exec ran the accounting regulator from 2006 to 2009.