Merri Barden brings more than 16 years of tax experience as a certified public accountant at HoganTaylor LLP, with a focus on helping closely held businesses and high-net-worth individuals navigate ...

The MarketWatch News Department was not involved in the creation of this content. The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly ...

Moss Adams Wealth Advisors is rebranding as Threadline Wealth almost a year after Moss Adams merged with Baker Tilly.

Moss Adams, a former Top 25 Firm that joined Baker Tilly US last year in a megamerger, has spun off its Moss Adams Wealth Management unit. Processing Content It will now be renamed Threadline Wealth, ...

Hertz Herson CPA LLP proudly announces that it has merged into its operations Coopersmith, Simon & Vogel, effective January 1, 2026. Coopersmith, Simon & Vogel is a respected accounting and advisory ...

Baker Tilly is buying Berkowitz Pollack Brant Advisors + CPAs to establish the accounting and consulting firm’s presence in South Florida as part of its drive to grow through acquisitions.

12/1/2025 Reilly, Penner & Benton LLP CPAs (RPB CPA's) is pleased to announce the acquisition of Hartwig, Norman and Shannon, LLP, a well-established CPA firm based in Pewaukee, Wisconsin, serving ...