Danielle Lee

New York

Managing Editor at Accounting Today

Accounting Tomorrow, @AccountingToday's section dedicated to building the profession's future.

Articles

On the move: MACPA names next board chair

1 week ago | accountingtoday.com | Danielle Lee

CBIZ appoints next national leader of advisory services; Tennessee Society of CPAs distributes annual member awards; and more news from across the profession. CONNECTICUT Kask & Co. moved to a new office location at 12 National Drive in Glastonbury.
On the move: KPMG elects next Americas chair

2 weeks ago | accountingtoday.com | Danielle Lee

Grant Thornton names new COO; VSCPA awards $82,500 in scholarships; and more news from across the profession. ALABAMA Ashley Taylor, a principal in the business valuation & litigation consulting group at Jackson Thornton, Montgomery, was elected chairperson of the NACVA Litigation Forensics Board. CALIFORNIA Withum has relocated its San Ramon office to a new space in Bishop Ranch business park, located at 6101 Bollinger Canyon Road, Suite 400.
Instead adds AI-driven tax reports

2 weeks ago | accountingtoday.com | Danielle Lee

Tax management platform Instead launched artificial intelligence-driven tax reports, harnessing AI to analyze full tax returns to glean tax strategies and missed opportunities. The San Francisco-based company's reports, which are designed for clarity and compliance, include: Tax Return Analysis Report, which reveals tax-saving opportunities in tax returns for individuals (1040) and businesses (Schedule C, E, F, 1120, 1120S, 1065).
On the move: HCVT hired CAS co-leader

3 weeks ago | accountingtoday.com | Danielle Lee

Grant Thornton names new CFO; CTCPA installs new board of directors; and more news from across the profession. ARIZONA The Association for Accounting Marketing Hall of Fame celebrated the 35th anniversary of the annual AAM Summit in Phoenix May 12-14. CALIFORNIA Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine.
Ascend adds firms in Florida and California

3 weeks ago | accountingtoday.com | Danielle Lee

Private-equity backed accounting firm Ascend has added Florida Regional Leader firm Saltmarsh, Cleaveland & Gund and California-based Glenn Burdette to its platform, effective June 1.
On the move: HHM promotes former intern to partner

4 weeks ago | accountingtoday.com | Danielle Lee

KPMG anoints next management committee; Ryan forms Tariff Task Force; and more news from across the profession.
On the move: MassCPAs adds 19 to board of directors

1 month ago | accountingtoday.com | Danielle Lee

Grant Thornton names heads of health care, asset management and energy; CohnReznick hires data and AI practice leader; and more news from across the profession. CONNECTICUT David Sullivan was appointed chair of the Financial Accounting Standards Advisory Council, effective Jan. 1, 2026, by the board of trustees of the Financial Accounting Foundation. In other news, the FAF board of trustees announced the search for a new member of the Governmental Accounting Standards Board.
Practice Profile: From country club member to club advisor at PP&Co,

1 month ago | accountingtoday.com | Danielle Lee

Relationships fuel so many businesses — including accounting — but for the clients of San Jose, California-based PP&Co.'s fastest growing industry specialization, they are the "lifeblood," according to assurance partner Richard O'Leary. More specifically, for the Regional Leader's burgeoning private and public club industry clients, members are their foundation.
AAM distributes 2025 marketing awards, inducts member to HOF

1 month ago | accountingtoday.com | Danielle Lee

The Association for Accounting Marketing bestowed several awards at its annual AAM Summit in Phoenix May 13, including the 2025 Marketer of the Year and inducted a new member to its Hall of Fame. Kristen Lewis, managing director of marketing at EisnerAmper, received the 2025 Marketer of the Year award, recognizing a marketing professional who has shown outstanding performance in the field.
On the move: REDW appoints first director of client success

1 month ago | accountingtoday.com | Danielle Lee

INCPAS hosts leadership event; KNAV welcomes new partner; and more news from across the profession.