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Wipfli merges in Solve100 and Waypoint

Wipfli, a Top 20 firm based in Milwaukee, has added two data analytics and application development companies, Solve100 and Waypoint Consulting, while expanding its footprint to Arkansas. Solve100, based in Chicago, offers business intelligence, data analytics, machine learning and predictive analytics technology to the health care, manufacturing, financial services, food

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M&A roundup: PKF O’Connor Davies and Ryan expand

Details: PKF O’Connor Davies, a Top 50 Firm based in New York, has acquired Simon, Tapper, Edelman & Wilner, a firm in Hackensack, Jersey, expanding PKFOD’s presence in the Garden State. STE&W offers tax, consulting and accounting services including retirement, estate and business succession planning, tax preparation, IRS representation, financial

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On the move: Cohen & Co. appoints next CEO

NEW ORLEANS Postlethwaite & Netterville announced 70 promotions; in the Baton Rouge office: Ashley Territo, Lindsay Watts, Matthew Breaux, Megan Mensi, Brian Poulin, Dana Daigle, Katherine Clements, Katherine Nesser, Margaret Roberts, Mike Singletary, Ryan Aldridge, Jordyn Farizo and Justin Bourgeois to associate director; Amanda Cooper, Amanda Moore, Gretchen Balhoff and

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Senators urge IRS to provide better taxpayer support

A group of Senate Republicans, led by Sen. Mike Crapo, R-Idaho, the ranking member on the Senate Finance Committee, is asking the IRS to do all it can to help taxpayers this season. In a letter Thursday to Treasury Secretary Janet Yellen and IRS Commissioner Chuck Rettig, the lawmakers asked

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IRS updates FAQs for R&D tax credit refund claims

The Internal Revenue Service issued new guidance Wednesday for taxpayers and tax practitioners submitting claims for refunds involving the research credit. Last year, the IRS Office of Chief Counsel issued a memorandum imposing new requirements for backing up claims for tax refunds for research and development tax credits (see story).

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NABA enters strategic alliance with Diverse Organization of Firms

The National Association of Black Accountants has entered a strategic alliance with the Diverse Organization of Firms. The goal of the partnership is to increase the representation of Black business leaders, entrepreneurs and financial services firm owners. The groups also hope to address structural obstacles in the corporate marketplace and

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NABA enters alliance with Diverse Organization of Firms

The National Association of Black Accountants has entered a strategic alliance with the Diverse Organization of Firms. The goal of the partnership is to increase the representation of Black business leaders, entrepreneurs and financial services firm owners. The groups also hope to address structural obstacles in the corporate marketplace and

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H&R Block rolls out mobile banking in time for tax season

H&R Block is banking on a new service called Spruce to offer its tax clients banking options at tax time. Last month, Block teamed up with Meta Financial’s MetaBank to introduce Spruce, which gives clients a spending account, a debit card, and a mobile app, along with a connected savings

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