Accounting

Growing DFW metroplex keeping professional services firms busy

Writer: Joshua Andino 2 min read April 2023 — The metroplex’s professional services industry provides clients with a deep bench of industry expertise. Whether navigating...
Spotlight On: John Lanza, Office Managing Partner NJ, Life Science National Industry Leader , RSM US LLP
2 min read April 2023 — In an interview with Invest:, John Lanza, office managing partner and life sciences national industry leader at RSM US...
Spotlight On: Todd Lisle, Managing Partner, FORVIS
2 min read April 2023 — Todd Lisle, managing partner at FORVIS, shared his perspective with Invest: on growth and...
Spotlight On: Neal Rotenberg, Office Managing Partner, Marcum LLP – NJ
4 min read April 2023 — In an interview with Invest:, Neal Rotenberg, Saddle Brook Office Managing Partner of national...
Spotlight On: Ann Peña, Tax Office Managing Partner – San Antonio, BDO
2 min read February 2023 — BDO is a top-ranked national accounting and advisory firm that serves domestic and international...
Pittsburgh is a leading city for Gen Z talent
Writer: Eleana Teran 2 min read January 2023 - Pittsburgh, ranked among the top 20 cities in the U.S. with...
Spotlight On: Jeff Deane, Partner, FORVIS
3 min read January 2023 — Greater Pittsburgh’s diversified local economy is an authentic CPA firm boon. Jeff Deane, partner...
Spotlight On: Nader Farhat, Office Managing Partner, PwC
  2 min read January 2023 — Invest: spoke with Nader Farhat, managing partner of PwC’s Jacksonville office, about the...
Face Off: Accounting leaders sound off on the market
Writer: Jerrica DuBois  2 min read January 2023 — Whether the economy is booming or is in a downturn, whether...
Spotlight On: Roberto Pupo, Chair – Latin America Practice Group, Holland & Knight
2 min read December 2022 — Holland & Knight is one of the largest law firms in Florida and the...
Spotlight On: Jeff Call, Managing Partner, Bennett Thrasher
2 min read November 2022 — In an interview with Invest:, Jeff Call, managing partner of accounting and consulting firm...
Spotlight On: Armando Hernandez, CEO, H&CO
2 min read November 2022 — Invest: spoke with Armando Hernandez, CEO at H&CO, about the continued influx of foreign...
Spotlight On: Antonio Argiz, South Florida Managing Partner, BDO USA, LLP
2 min read November 2022 — Invest: spoke with Antonio Argiz, South Florida managing partner at BDO, about the impact...
Spotlight On: Rick Slater, Managing Principal – Palm Beach & Broward, Kaufman Rossin
2 min read October 2022 — Palm Beach County’s economic diversity continues to serve as a solid launching pad for...
Spotlight On: Jeff Brovet, Managing Partner, TJT
2 min read August 2022 —  Jeff Brovet, managing partner for TJT, spoke with Invest: and discussed what he sees...
Reimagining the accounting industry
Sean Taylor, managing partner of Smith & Howard, sat down with Invest:Insights to discuss how having a young culture within...
The need for creative thinking
Craig Armstrong, the managing partner of the Miami Office for Hancock Askew & Co. LLP, understands the need for creative...
Michael Nulty
Spotlight On: Michael Nulty, Partner, Matthews and Nulty
3 min read May 2022 — Matthews and Nulty is an accounting and tax service firm located in East Brunswick,...
Laying out the accounting landscape in the metroplex
Writer: Jerrica DuBois 2 min read May 2022 — There are some industries that are constant. There will always be...
Jeffrey Zudeck
Spotlight On: Jeffrey Zudeck, Regional Managing Partner – MidAtlantic, Marcum LLP
3 min read April 2022 — In an interview with Invest:, Jeffrey Zudeck, MidAtlantic regional managing partner of Marcum LLP,...
Chris Hegarty - CliftonLarsonAllen
Spotlight On: Chris Hegarty, Principal, CliftonLarsonAllen
3 min read March 2022 — In an interview with Invest:, Chris Hegarty, principal of CliftonLarsonAllen, discussed how the industry...
Russell Goldberg - Withum
Spotlight On: Russell Goldberg, Partner, Withum
2 min read February 2022 — Withum is a leading public accounting firm that grew by 20% over the pandemic...
advantage of DEI
Data & Diversity: the competitive advantage of DEI
Writer: Joshua Andino  2 min read December 2021— With the debate over equity and addressing systemic inequalities dominating the public...
Sean Taylor, Managing Partner, Smith + Howard.jpg
Spotlight On: Sean Taylor, Managing Partner, Smith + Howard
Writer: Max Crampton-Thomas 2 min read November 2021 — Sean Taylor, managing partner at Smith + Howard, spoke to Invest:...
accounting
Brave new (accounting) world
Writer: Alejandro Sanchez  2 min read October 2021— Business leaders in Miami agree that the accounting sector is undergoing a...
taxes
Death, taxes, and making them work for you
Writer: Joshua Andino  2 min read October 2021— Only two things in life are certain: death and taxes. The pandemic...
San Antonio’s professional services industry is rethinking mental health
Writer: Brittany Pressner 2 min read September 2021 — As a result of the challenges posed by COVID-19, like social...
Tasha Dickinson
Estate planning in the COVID-era
The pandemic allowed people to revisit and restructure estate planning strategies. With time on their hands, people reconsidered where they...
Kevin Leder
Spotlight On: Kevin Leder, Managing Partner, CliftonLarsonAllen LLP
Writer: Max Crampton-Thomas  2 min read July 2021 — CliftonLarsonAllen LLP is a professional services network and the eighth-largest accountancy...
Timothy Devlin
Spotlight On: Timothy Devlin, Co-Managing Partner, Daszkal Bolton LLP
Writer: Max Crampton-Thomas 2 min read May 2021 — Timothy Devlin speaks to Invest: about the professional services landscape in...
Minnesota legislature
Renter’s relief: Minnesota legislature compromises on temporary protections
Writer: Joshua Andino 2 min read July 2021— After a special session, the Minnesota legislature has come to the relief...
Jeff Drummonds
Spotlight On: Jeff Drummonds, Managing Partner & CEO, LBMC
Writer: Max Crampton-Thomas 2 min read June 2021 — LBMC is the largest professional services solutions provider in Tennessee. In...
Russell Reece
Spotlight On: Russell Reece, Managing Partner – Atlanta, Hancock Askew & Co. LLP
Writer: Max Crampton-Thomas 2 min read May 2021 — For Russell Reece, managing partner of Askew & Co. LLP in...
CPAs roll with pandemic punches
It has been a busy cycle for tax professionals. For Taxfyle, the pandemic led to an uptick of business. This...
Marshall Stein Invest Raleigh Durham
Spotlight On: Marshall Stein, Shareholder & Construction Specialty Practice Leader, Elliott Davis
Writer: Max Crampton-Thomas  2 min read March 2021 — Elliott Davis offers a wide range of accounting, tax, assurance and...
Seth Seigel
Spotlight On:
Seth Siegel, Managing Partner – South Florida, Grant Thornton
Writer: Max Crampton-Thomas  2 min read January 2021 —Technology is setting the stage for unparalleled professional services with the highest...
Andy Brincefield
Spotlight On:
Andy Brincefield, President & CEO, Consolidated Planning
Writer: Max Crampton-Thomas  2 min read January 2021 — One outcome of the 2020 pandemic is that it pushed people...
Palm Beach County’s unemployment rate back to single digits
Palm Beach County’s unemployment rate back to single digits By: Felipe Rivas 2 min read September 2020 — Recovery efforts in Palm Beach County...
Why Palm Beach’s legal sector could emerge from pandemic a winner
By: Felipe Rivas 2 min read July 2020 — Individuals and companies alike need reliable legal counsel during a time...
Making the right financial choices in economic uncertainty
By: Max Crampton Thomas 2 min read July 2020 — To say the least, the COVID-19 pandemic has been nothing...
The Post-Pandemic City
By: Abby Melone, President & CEO, Capital Analytics It’s a truism in today’s hyper-connected world that people go where the...
Spotlight On:
Rodger Levenson, Chairman, President & CEO, WSFS Bank
By: Max Crampton Thomas 2 min read June 2020 — For 188 years, WSFS has served its community by staying...
Spotlight On:
Joseph Fernandez, Regional President – Florida, BNY Mellon Wealth Management
By: Max Crampton-Thomas 2 min read May 2020 — Wealth management services have undergone significant transformation over the last two decades,...
Spotlight On:
Jenna Kelly, Northern Georgia Region President, Truist
By: Felipe Rivas 2 min read May 2020 —SunTrust and BB&T have combined in a historic merger of equals to create...
Spotlight On:
Michael Pallozzi, President, HFM Investment Advisors, LLC
By: Felipe Rivas 2 min read May 2020 — HFM Investment Advisors has been advising South Jersey and the Greater...
Spotlight On:
Kenneth Rosenfield, Managing Partner, Rosenfield & Company PLLC
By: Max Crampton-Thomas 2 min read May 2020 — In a crowded accounting and consulting services marketplace, it can be...
Spotlight On:
Clay Worden, Office Managing Partner, RSM US LLP
By: Max Crampton-Thomas 2 min read April 2020 — Accounting and consultancy firm RSM’s Orlando practice had little problem migrating...
Spotlight On:
Charles Muracco, CEO & Principal Consultant, CLM Advisors
By: Felipe Rivas 2 min read April 2020 — Accounting and financial services are a market sector that has been on...
Spotlight On:
Chuck Cross, Regional Market President, Seacoast Bank
By: Felipe Rivas 2 min read April 2020 — Over the last few years, consolidation and mergers and acquisitions have...
Face Off:
Leveraging tech in providing accounting and finance services
By: Yolanda Rivas 2 min read March 2020 — Investment advisory, cybersecurity, business planning and strategy and other related advisory...
Spotlight On:
Richard Battle, Shareholder, Elliott Davis
By: Felipe Rivas 2 min read March 2020—Technology and the changing economic landscape is forcing accounting firms to look beyond traditional...
Stay hopeful: Handling coronavirus-related stress in Palm Beach County
By: Felipe Rivas 2 min read March 2020 — With constant updates on the coronavirus and its impact on the...
Spotlight On:
Arnold Johnson, Market Director – Banking, Chase Bank
By: Yolanda Rivas 2 min read March 2020 — Chase is the U.S. consumer and commercial banking business of JPMorgan Chase...
Coronavirus: Gov. Roy Cooper declares state of emergency
By: Felipe Rivas 2 min read March 2020 — There are now seven confirmed coronavirus cases in North Carolina, prompting Gov....
Spotlight On:
Reynold P. Cicalese, Managing Shareholder, Alloy Silverstein
By: Yolanda Rivas 2 min read MARCH 2020— Alloy Silverstein is a regional full-service accounting and advisory firm, headquartered in Southern...
Spotlight On:
Tom Mitchell, Managing Partner, Moore & Van Allen
By: Felipe Rivas 2 min read February 2020 — Diversity encapsulates the evolution of Charlotte’s legal sector. Diversity in legal...
Gov. Wolf’s Pennsylvania Budget Prioritizes Education, Income
By: Sara Warden 2 min read February 2020 — Democrat Gov. Tom Wolf focused his 2020-21 budget on education and income, proposing...
The Peach State’s tourism industry is thriving
By: Felipe Rivas 2 min read February 2020 — Florida has the beaches, Pennsylvania has the Pocono Mountains, and California...
Spotlight On:
Donna Chamberlain, Managing Principal, BDO USA
By: Felipe Rivas 2 min read November 2019 — Rapid growth in Charlotte is attracting families and young professionals, as well...
South Florida Collective Combats Gentrification in Palm Beach
By: Sara Warden 2 min read November 2019 — As the 2018 federal tax code kicks into effect, capping deductibility of...
Spotlight On:
HBK CPAs & Consultants, James Bartolomei, Principal
Writer: Yolanda Rivas 2 min read SEPTEMBER 2019 — Technology is disrupting every industry in the world. From healthcare to...
Spotlight on:
William Burns, Tax Office Managing Partner, BDO
By Yolanda Rivas 2 min read JULY 2019 — Accountants and financial professionals play an important role in the global...

Featured Articles

Economy, Energy, Infrastructure, Nashville, Transportation
Rivian may be next EV showroom in Music City
Writer: Joshua Andino 2 min read June 2023 — Electric vehicle maker Rivian may be gearing up to open a...
Banking & Finance, Charlotte, Spotlight On
Spotlight On: Lee Fite, President – Carolinas Region, Fifth Third Bank
2 min read June 2023 — In an interview with Invest:, Lee Fite, regional president at Fifth Third Bank, discussed...
Charlotte, Economy, Education
Transforming higher ed: How Charlotte leaders are tackling today’s challenges
Writer: Eleana Teran 3 min read June 2023 —  In the shifting landscape of higher education, academic institutions in North...
Economy, Palm Beach, Press Releases
Special 5-Year Edition of Invest: Palm Beach begins its research
Writer: Gabriela Enamorado 2 min read June 2023 — The Invest: Palm Beach team is gearing up to begin research...