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M&A roundup: Wiss, High Rock and ATA expand

Details: Alexander Thompson Arnold PLLC, also known as ATA CPAs, a firm based in Edison, New Jersey, has expanded to Arkansas by acquiring JWCK Ltd., formerly known as Jordan, Woosley, Crone & Keaton, Ltd., a firm in Hot Springs, effective Jan. 1, 2022. The merger adds 14 professionals to the

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IRS starts requiring e-filing of Form 1024

The Internal Revenue Service has revised Form 1024, “Application for Recognition of Exemption Under Section 501(a) or Section 521 of the Internal Revenue Code,” to permit electronic filing, and is beginning to require applications for tax-exempt status to be e-filed. Starting Monday, Jan. 3, applications for recognition of exemption on

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On the move: Grassi hires tax partner

Jonathan Curry-Edwards Jonathan Curry-Edwards was hired as a tax partner in the private client services group at Grassi, New York. Anchin, New York, promoted 11 professionals: David Beckman, Vincent Gatto, Brent Lessey and Adam Pizzo to partner; Reed Ellison and Jerico Mascarinas to director; and Xiao Jing Fei, Brendan Kurpis,

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Tax Fraud Blotter: Form and dysfunction

Keep it in the black; employment shuffle; distrust; and other highlights of recent tax cases. New York: Jordan Sudberg has pleaded guilty to tax evasion for 2015 through 2017 in connection with false deductions. The deductions were part of a scheme involving hundreds of business checks purporting to be payments

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Corporate tax execs expecting big changes next year

Chief tax officers are anticipating some major developments in the New Year when it comes to international taxation, mergers and acquisitions, technology, talent and more, according to a recent survey from KPMG. KPMG’s 3rd Annual Chief Tax Officer Outlook polled 126 CTOs from companies across various industries about global taxes,

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IRS makes strides in helping non-English speakers

The Internal Revenue Service has been stepping up its efforts to provide tax information and resources to taxpayers with limited English proficiency and visual impairments, but more work is needed, according to a new report. The report, released Monday by the Treasury Inspector General for Tax Administration, noted that in

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Sensiba San Filippo merges in SGA

Sensiba San Filippo LLP, a Regional Leader based in Pleasanton, California, is adding SGA CPAs & Consultants LLP, a firm based in Bend, Oregon, effective Dec. 15, 2021. The deal will expand Sensiba’s presence in Oregon, giving SSF more access to the state’s agricultural industry clients, along with its growing

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IRS tries to safeguard security while employees work remotely

The Internal Revenue Service has been expanding its telework programs during the pandemic while also trying to fend off cyberattacks. A recent report from the Treasury Inspector General for Tax Administration, in response to a request from the House Oversight and Reform Committee, examined cybersecurity related to IRS telework, which

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Tax Fraud Blotter: Bunch of suckers

Mortgaged to the hilt; pocketing the difference; prison schmison; and other highlights of recent tax cases. Pemberton, New Jersey: Mortgage underwriter John Barry Jr. has been sentenced to 12 years in prison for helping others file false returns claiming large refunds from the IRS, for obstructing the IRS’s efforts to

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Workiva acquires internal audit content provider

Financial and ERG reporting platform developer Workiva has acquired AuditNet, a global provider of audit content and services. Terms of the deal were not disclosed. AuditNet’s online portal gives more than 160,000 internal audit practitioners around the world access to content, resources, audit program tools and template. “Digital communities like

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