Roseate Group of Wells Fargo Advisors is adding another CPA to their team. Roseate Group is a Charleston-based investment planning firm working with high-net-worth families, entrepreneurs, and retirees nationwide. Led by advisors Robert Vingi, Wendy Brewer, David McCallum, and Aaron Barber, the 12-person team oversees more than $3.5 billion in client assets as of January …
Posted on Feb. 4 at 11 a.m. EST Leaders from the Association met with legislative leadership Feb. 3 regarding the importance of passing a tax conformity bill for the 2025 filing season. Legislative leaders indicated that conformity remains a priority and is expected to follow the passage of the tax reform bill. The conformity bill …
Effective Jan. 1, 2026, Bauknight Pietras & Stormer, P.A. (BPS) one of South Carolina’s largest locally owned public accounting firms, has joined Smith + Howard, a nationally recognized accounting and advisory firm headquartered in Atlanta. “BPS—a Top 250 Firm recognized by INSIDE Public Accounting—has earned a strong reputation for delivering tailored advisory services and trusted guidance …
NASBA has extended the comment period for its October 2025 Private Equity Task Force white paper, “Alternative Practice Structures & Private Equity: Considerations and Questions for Boards of Accountancy,” to Feb. 28, 2026. Comments may be submitted to petaskforce@nasba.org. According to NASBA’s Feb. 2 announcement, the Private Equity Task Force is evaluating potential impacts of …
WellPartners is governed by a volunteer Board of Directors that provides fiduciary oversight, strategic guidance, and community leadership to ensure the organization fulfills its mission and remains financially sustainable, compliant, and impactful. The Board plays a critical role in supporting WellPartners’ growth, strengthening governance, and advancing access to high-quality dental and vision care for underserved communities.
Posted February 2 at 10:56 p.m. EST On Jan. 30, the IRS published the IRS FY 2026 Lapsed Appropriations Contingency Plan in anticipation for the partial government shutdown. Under the plan, which remains in effect until Feb. 7, all IRS employees will continue working, drawing on funding from the Inflation Reduction Act. The South Carolina …
Explore the latest proposed ethics changes impacting alternative practice structures (APS), with a special focus on private equity …
GASB Statement No. 105, Subsequent Events establishes authoritative guidance for evaluating and reporting subsequent events. …
Posted Jan. 29 at 3:12 p.m. EST The American Institute of CPAs (AICPA) issued a letter on Jan. 29 to the Internal Revenue Service (IRS), urging the agency to release a contingency plan ahead of a potential government shutdown on Jan. 31, 2026. The letter specifically calls for a plan that would ensure all IRS …
Get the latest insights into audit transformation with highlights from the recent AICPA & CPA.com report. This episode discusses key themes, challenges…
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