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Litigation Support and Forensic Accounting Services

M&A Advisory and Brokerage Services

Retirement Plan Services

Risk Management Advisory

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Treasury Optimization Services

Assurance

ESG

Financial Assurance

Non-Financial Assurance

Information Assurance

Employee Benefit Plan Audits

Tax

Business Tax

Individual and Family Tax

International Tax

State and Local Tax (SALT)

Business Tax Credits and Incentives Consulting

COVID Relief Assistance

PPP Loan Assistance for Borrowers

Provider Relief Fund

Employee Retention Credit Services

Private Client

Wealth Management

Outsourcing

Outsourced Accounting

CFO Advisory

Enterprise Accounting

Payroll & HR

Talent

Financial & Accounting Staffing

IT Staffing

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Advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Securities are offered through Purshe Kaplan Sterling (“PKS”) Investments, Inc., member of FINRA/SIPC. Aprio Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. are separate and unaffiliated. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

Morison Global is an international association of independently owned and managed professional firms. Professional services are provided by individual member firms. Morison Global does not provide professional services in its own right. No member firm has liability for the acts or omissions of any other member firm arising from its membership of Morison Global.

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