Withum and PWM form Withum Wealth Management

Withum has united its brand with a longtime partner, PWM Advisory Group, an independent registered investor advisor, to create Withum Wealth Management.


Trump tax plan hits first land mine: Blue state Republicans

President Donald Trump’s pledge to repeal Obamacare ran into a Republican buzz saw. Now, his ambitious proposal to cut taxes is again encountering GOP opposition—from lawmakers in Democratic-leaning states.


N.J. firm allows senior associate to grow out hair for charity

Sax honors ‘Locks of Love’ nonprofit with firmwide effort.


SurePrep rebrands

The new look is aimed at centering the company’s tax automation software rather than outsourcing services.


People on the move: SageWorks appoints president

Russell Bedford International names new CEO; Skoda Minotti hires five professionals; and other recent hires, promotions and personnel news from firms across the country.


NetSuite introduces SuiteSuccess, a customer engagement methodology

The goal is to take companies “from zero to cloud in 100 days.”


iCharts redesigns app from ground up for NetSuite

The new visualization and analytics app features real-time pivot tables and more.


Firms on the move: BlumShapiro voted Hartford’s Best CPA Firm

RSM announces 10 scholarship recipients; Calibre CPA Group establishes a Women’s Initiative Network; and more news from CPA offices across the country.


Tax Fraud Blotter: Cover their assets

Fake financial instruments, 26 states and $9 million, and other highlights of recent tax cases.


Wilkin & Guttenplan merge in Gail Rosen’s CPA firm

Wilkin & Guttenplan, P.C. is adding Gail Rosen, CPA PC, an accounting firm in Somerset County, N.J., effective June 1, 2017.