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THE COMPLIMENTARY IPA INSIDER
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IPA INSIDER NEWS
Milwaukee-based IPA 100 firm Wipfli LLP (FY22 net revenue of $506.9 million) is selling its wealth management and investment advisory services practice, Wipfli Financial Advisors, to Creative Planning LLC. As part of this deal, Wipfli will take a minority stake in...
IPA 200 firm Geffen Mesher of Portland, Ore. (FY21 net revenue of $27.7 million) is merging in Vierck & Rakoski CPAs PC of Vancouver, Wash. “Vierck & Rakowski’s clients and the industries they serve are very complementary to the clients we serve at Geffen,”...
The Illinois CPA Society has chosen Geoffrey Brown as its new president and CEO. As just the fifth leader in the Society’s 120-year history and its first Black president and CEO, Brown succeeds Todd Shapiro, who is retiring after 24 years with the organization. Brown...
KRS CPAs LLC of Paramus, N.J., has admitted Lance Aligo to its partnership. Aligo has been with KRS for seven years and specializes in 1040 tax services for high-net-worth individuals, as well as real estate taxation. In addition, he provides tax planning and business...
New York-based IPA 100 firm EisnerAmper LLP (FY22 net revenue of $542.1 million) is merging in Minneapolis-based IPA 200 firm Lurie LLP (FY21 net revenue of $38.4 million). The deal expected to close in September. “We have respected Lurie for many years now,” says Jay...
Looking to break from the traditional accounting norms of being named after current or former founders, Savannah, Ga.-based IPA 300 firm TJS Deemer Dana LLP (FY21 net revenue of $20.5 million) – which added IT services firm Vertisys LLC in 2020 – has rebranded as...
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