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CPA Conversations

  • The Effect of Tax Season on Mergers and Acquisitions

    For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and the landscape for mergers and acquisitions (M&A). These two disparate concerns may not be as separate as they might seem. One can affect the other. But how? That’s the question we asked Ira Rosenbloom, chief operating executive for Optimum Strategies LLC in West Caldwell, N.J. He explains in-depth some of the tax season metrics both parties should be looking at during M&A negotiations, and what CPA firm leaders should be focusing on in the 2019 tax season if they are considering an exit in the near future.
  • Tax Reform Is a Sea Change for Pennsylvania Natural Resources Holders

    The natural resources sector -- including minerals, quarried stone, coal, natural gas, and more -- is just one of many Pennsylvania industries affected by the Tax Cuts and Jobs Act. To discuss the tax law’s impacts, we spoke with Edward A. Kollar, CPA, EA, CSEP, firm director with Baker Tilly Virchow Krause LLP in Wilkes-Barre and author of the winter 2019 Pennsylvania CPA Journal feature “TCJA: Mining the Tax Benefits for Natural Resources Holders.”
Member Spotlight

Amanda J. Bernard – 2018 PICPA Young Leader 

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Amanda Bernard, CPA, is a principal with Maillie LLP in Mont Clare.The 2018 PICPA Young Leader Award recipient has spoken at several PICPA conferences, including the 2018 Pennsylvania School District Conference, the 2018 Government Accounting Conference, and more.

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