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Press Releases
16 April 2026 Andersen Consulting Adds Collaborating Firm Nuvolar Read More »

Andersen Consulting expands its digital transformation platform through a Collaboration Agreement with Nuvolar, a technology consultancy specializing in cloud-based software development and advanced Salesforce implementations.

Speaking Engagements Washinton D.C.
15 April 2026 Andersen Team to Present at ABA Tax Section’s 2026 May Meeting in Washington, D.C. Read More »

Andersen Managing Directors Bryan Collins, Bryan Keith, Pamela Grewal, and Daniel Gespass will present at the American Bar Association (ABA) Tax Section’s 2026 May Tax Meeting on May 7-9, 2026, in Washington, D.C.

Press Releases
14 April 2026 Andersen Global Launches Andersen in Pakistan Read More »

Andersen Global continues its regional growth in South Asia with the addition of Andersen in Pakistan as the latest member firm to join the global organization.

Article Business meeting, planning and solution. Two businessmen partner having a discussion on meeting at office, analyzing financial report and solution for sale improvement with business data report
14 April 2026 Navigating the 2026 QOZ Deadline: The Critical Role of Independent Valuation Read More »

Since the enactment of the Tax Cuts and Jobs Act (TCJA) of 2017 on a temporary basis, and its permanent extension under the One Big Beautiful Bill Act (OBBBA) in 2025, Qualified Opportunity Funds (QOFs) have directed billions of dollars of investment capital into Qualified Opportunity Zones (QOZs) located in economically distressed communities across the United States.

Article stock market blue overlay with coins in background
13 April 2026 Valuation Can Make or Break Your QSBS Benefit Read More »

In a prior newsletter article (2023 Q4.2), we outlined how Qualified Small Business Stock (QSBS) can be a powerful tool for certain taxpayers, and proper documentation and technical analysis are important to ensuring that your QSBS position can withstand an IRS challenge.

Speaking Engagements 1040 Income Tax Forms and W-2 Payroll Statements with Federal Treasury Rebate Checks
10 April 2026 Managing Director Paige Goepfert Speaking at Northern Trust Institute Wealth Planning Symposium Read More »

Andersen Managing Director Paige Goepfert is a speaker at the Northern Trust Institute 2026 Wealth Planning Symposium hosted by Northern Trust on April 30, 2026, from 2:15 to 3:15 p.m. CT. The session, Form 1040: A Roadmap to OBBBA Tax Planning, will explore tax planning considerations under the evolving individual tax landscape, using Form 1040 as a framework to evaluate income, deduction, and trust-related strategies, along with planning opportunities and limitations impacting individual and fiduciary taxpayers.

Speaking Engagements Chicago, IL
10 April 2026 Managing Director Paige Goepfert Presenting at Illinois Institute for Continuing Legal Education Estate Planning Short Course Read More »

Andersen Managing Director Paige Goepfert will be a presenter at the Illinois Institute for Continuing Legal Education Estate Planning Short Course on May 5, 2026, in Champaign and on May 19, 2026, in Chicago. The session, Conflicts of Interest and the Fiduciary Exception – Ethics in Estate Planning, will address ethical considerations in estate planning, including conflicts of interest, the fiduciary exception, and attorney-client privilege, and will provide guidance on identifying risks and maintaining compliance with professional responsibility obligations.

Speaking Engagements Business professional selecting digital team members on virtual interface, representing human resources management, team building, leadership, recruitment strategy, workforce analytics.
09 April 2026 Andersen Team Are Featured Speakers at TEI Region 9 Conference on May 19-20, 2026 Read More »

We are pleased to share that Mandy Wu, Dennis Minich, and Zey Nasser will be speaking at the 2026 Tax Executives Institute (TEI) Region 9 Conference on May 19–20, 2026, in Monterey, California.

Speaking Engagements Newport Beach, CA marina
09 April 2026 Andersen Team Are Featured Speakers at TEI Region 10 Conference on May 5-7, 2026 Read More »

Andersen Managing Directors Clarissa Cole, Cory Ellenson, and Director Kirsten Light are featured speakers at the Tax Executives Institute (TEI) Region 10 Conference at the Resort at Pelican Hill in Newport Beach, California, from May 5-7, 2026.

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