Awards | | Nov 20, 2023
Congratulations to Joseph Callaghan, Mark Carter, Thomas F. Smith, and Simon Winters for being named Billboards’s 2023 Top Business Managers. Thank you for all your hard work, and thank you to our entire team for continuing the tradition of unparalleled, people-first service! Click here to see the full list of honorees.
Join us November 9–11 at Hotel Indigo Grand Cayman for the premier Alternative Investment Conference—where offshore capital meets emerging technology.
Lori A. Roth, CPA/ABV, CFF, Global Managing Partner, will join the panel "Leading Through Disruption and Change" at the NJBIZ Women's Leadership Summit on November 12th, 2025, at 11 am at The Marigold in Somerset, NJ. The panel will explore navigating disruption, integrating AI, supporting mental health, and achieving work-life balance.
When defenses fail, is your business ready to respond?
Take advantage of this opportunity! E. Martin Davidoff, CPA, Esq., Partner-in-Charge – National Tax Controversy, and Alison Gadoua, Manager – Tax Controversy, are presenting at the CPA Academy, "IRS OFFERS IN COMPROMISE: A CASE STUDY - CONDENSED VERSION," on Monday, November 3, from 10:30 am EST.
GGI World Conference – Zurich | October 29 - November 2, 2025
Glenn L. Friedman, shares his insights in Financial Advisor Magazine on how finance leaders can build a strong human-AI partnership to drive strategic value.
