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Accounting Updates

Employee Benefit Plan Compliance: Handling Hardship Distributions
March 19, 2015 | Ultimately, a hardship distribution can be made from a qualified plan only if all three of the following conditions apply ... More »

No More SOC 3 Seal?
Feb. 10, 2015 | The AICPA and CPA Canada decided in October 2014 to discontinue the SysTrust and SOC 3 SysTrust for Service Organizations seal programs. This news may affect service organizations that had obtained or planned to obtain a SOC 3 report.. More »

The Murky Matter of Alternative Investments
Feb. 6, 2015 | We share three steps you can take to gain sufficient understanding of alternative investments in your employee benefits plan.
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Firm News

Interested in a Career at Holtzman Partners? We're Hiring!

We have multiple job openings in our audit, tax and information technology audit practices. More >>

Crist Joins Holtzman Partners Growing Audit Team

Dec. 9, 2014 - Cassie Crist, CPA, has joined the Holtzman Partners in the role of senior manager on the audit team. More >>

Volunteer Day 2014 - Partnerships for Children

Team members spent an afternoon sorting and 'shopping' for gifts, making gift tags, and installing shelves for a local organization's Holiday Wishes program. See pictures from the event. More >>


Holtzman Partners 10th Anniversary in 2004