The Pun Group, LLP Joins Allinial Global Network

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(ORANGE COUNTY, CA) Expanding its educational and professional development resource base, The Pun Group, LLP, is pleased to announce that it has joined Allinial Global, a worldwide association of legally independent accounting and consulting firms. The membership organization includes over 2,000 partners and 10,000 staff in 28 countries and 41 states. Some 111 CPA firms share resources through Allinial Global, …

IRS Changes W-2 and Certain 1099 Filing Deadline

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Background In December 2015, The Protecting Americans from Tax Hikes (PATH) Act of 2015 was passed by Congress and signed by President Obama. This act is an effort to combat a common scheme used by criminals where fraudulent tax returns are filed early in the filing season using false W-2 wage amounts and stolen social security numbers. The act revises …

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The Pun Group Partners with Shepherd Marketing + PR

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(NEWPORT BEACH, CA) — The Pun Group, LLP, a Certified Public Accounting firm headquartered in Orange County, has selected Shepherd Marketing + PR as its agency of record. Shepherd will design and implement a multi-channel program for the full-service CPA firm, which specializes in government and corporate finance. The Newport Beach-based agency assumes responsibility for all creative, media and digital …

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Partner Honored at CalCPAs Education Foundation 50th Anniversary Celebration

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(ORANGE COUNTY, CA) – Recognizing his decades of leadership and support for the California Society of CPAs Education Foundation, the group’s Board of Trustees has awarded its Meritorius Service Award to Gary M. Caporicci, CPA, CGFM, CFF of The Pun Group, LLP. The veteran accountant, who specializes in audit and management consulting for governmental organizations, received the honor in Pasadena …

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Lisa Lumbard Named Chair by Arizona State Board of Accountancy

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(PHOENIX, AZ) – Lisa B. Lumbard, CPA, CGFM, has been named Chairperson of the Accounting and Auditing Advisory Committee for the Arizona State Board of Accountancy. The Phoenix-based accountant will serve a one-year term for the 2017 fiscal budget cycle. The Accounting and Auditing Advisory Committee provides policy guidance on issues such as financial reporting, taxation, and other aspects of …