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Featured….
House Ways and Means Backs Release of Hunter Biden Tax Probe Information
The Technology Lab Podcast – Beneficial Ownership Information Reporting – Dec. 2023
Generative AI, Practice Transformation, Capacity and Leadership Headline DCPA23 Conference
Creating a Budget for College Expenses: Tips for Clients
Contributors….
Becky Livingston
Garrett Wagner
Richard D. Alaniz
Randy Johnston
Webinars and CPE….
CPE Webinar December 12, 2023: Take the Stress Out of Tax Season with Bite-Size Benchmarks
Webinar: Get Tax Ready! How AI is Solving Source Document Gathering
Events….
AICPA & CIMA ESG and Sustainability Conference
The event comes amid rapid change in the regulatory environment and increased focus on sustainability reporting, assurance and strategy by companies, lenders and investors.
Accounting
AICPA and CIMA to Host Women’s Global Leadership Summit Nov. 13-15 in Phoenix
The summit provides the opportunity for both women and men allies to engage in sessions on leadership, diversity and best practices to enhance the skills and potential of women leaders within the accounting and finance community.
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Online CPE Conference Dec. 6-7 Offers Up to 14 Hours of Free CPE Credits
Professionals can earn up to 14 hours of free CPE during this 2-day annual, virtual conference. Additionally, EAs can receive up to 3 hours of CE credit. Pick only the sessions you want to attend.
House Ways and Means Backs Release of Hunter Biden Tax Probe Information
After IRS agents testify, the House tax-writing panel voted to make public documents and transcripts provided by the agents.
The Technology Lab Podcast – Beneficial Ownership Information Reporting – Dec. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss a new regulatory change coming in 2024, and what firms need to know and do for their clients.
Generative AI, Practice Transformation, Capacity and Leadership Headline DCPA23 Conference
The rapid emergence of GenAI-enabled solutions was front and center for CPA.com president and CEO Erik Asgeirsson who believes the technology “presents enormous opportunities for the accounting and finance profession.”
Creating a Budget for College Expenses: Tips for Clients
By planning and budgeting strategically, you can help your clients pursue their dreams without compromising their financial future.
Billionaire Tax Rests on a Disputed $14,729 Tax Refund at the U.S. Supreme Court
Democratic dreams of imposing a wealth tax on the richest Americans risk being snuffed out by a dispute over a $14,729 bill.
AICPA Debuts Proposed Reporting Framework for Issuers of Stablecoins
Regulatory bodies such as the New York State Department of Financial Services (DFS) already require reporting on and attestation of stablecoins.
Marcum Unveils New Generative AI Tool AskMarcum.ai
Powered by Microsoft Azure OpenAI Service, the new tool is embedded within Microsoft Teams for employee use.
Sovos Approved as an IRS Modernized e-File (MeF) Business Provider for 1042 Returns
Starting with tax year 2023 filings and beyond, financial institutions or businesses filing 10 or more information returns can no longer submit Form 1042 on paper
Branding an Accounting Firm – Top Resources You’ll Need
Are you considering your own firm (or rebranding due to a merger or acquisition)? Here are several branding questions to answer and resources you will need before opening the front door.
AuditFile Launches New Single Audit, Governmental, and International IFRS Modules
Advantage Audit AI leverages a patented artificial intelligence engine to optimize and automate the auditing process.
IRS Offers New Guidance On Clean Vehicle Manufacturing
The proposed regulations provide definitions and proposed rules for qualified manufacturers of vehicles to determine eligibility for the clean vehicle credit regarding the excluded entity restrictions.
2023 Has Been a Banner Year for PCAOB Enforcement
The PCAOB has doled out a record $20 million in total fines so far in 2023, almost doubling the previous high mark of $11 million last year.
U.S. Supreme Court Casts Doubt on SEC Enforcement Actions Without Juries
Conservative justices, in a securities fraud enforcement case, sound skeptical that defendants shouldn’t have a right to be judged by peers.
The Technology Lab Podcast – Review of TeamMate Document Linker – Dec. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss TeamMate Document Linker for External Audit, a solution designed for CPAs, saving junior auditors time, strengthening audit quality, and improving auditor satisfaction.
Professional Services Firms Just Can’t Stop Talking About AI
In the professional services sector, chatter about generative AI nearly doubles that of the tech crowd, according to a LinkedIn report.
IRS Warns Taxpayers About Crypto ‘Pig Butchering’ Scams
IRS Criminal Investigation special agents have seen an uptick in a specific type of scheme that couples cryptocurrency with romance.
Eide Bailly Teams Up with High Plains Technology
The merger, which becomes effective on Jan. 8, brings four partners and 14 staff to Eide Bailly’s Sioux Falls and Fargo offices.
Average U.S. Home Prices Hit Record High
New listings have been ticking up recently, and mortgage rates have declined after peaking early this month, signs that some conditions are improving for homebuyers.
U.S. Economy Saw 5.2% Growth in Third Quarter
The U.S. economy grew at an even faster pace in the third quarter than originally estimated, reflecting upward revisions to business investment and government spending.
Mortgage Rates Drop Below 7.5%
The average rate on 30-year fixed mortgages retreated to 7.41% this week, down from 7.55% the previous week, according to Bankrate’s weekly national survey of large lenders.
Forensic Accounting Tech Company Valid8 Secures $8.5M in Capital
The investment comes at a critical time, as prosecutions and reported losses from fraud are on the rise, according to the Department of Justice and the Federal Trade Commission.
Your Firm and Your AI: How AI Can Help with Tax Season
While many pundits in the profession claim that tax returns (read compliance) are going away, I don’t think that will be true anytime soon.
NDH Advisors Acquires Kansas CPA Firm Stratus Group
Stratus Group is the Chicago firm’s first acquisition as it looks to expand after receiving private equity backing last May.
Professionals on the Move – Nov. 2023
Professionals on the Move is a round-up of recent hiring and promotion announcements from around the profession.
IMA Unveils New FMAA Certification
The new Institute of Management Accountants certification focuses on foundational financial and managerial accounting knowledge.
5 Ways to Gift Yourself Tax Savings This Holiday Season
The Illinois CPA Society offers five money moves to make before the end of the year to create some tax-time savings now and in the year ahead.
Managing Personal Finances for Adult Children with Disabilities
It’s not unusual for people with Down syndrome to live into their 60s and those with cerebral palsy to reach 50 years in age.
NYU School of Professional Studies Presents 42nd Annual Institute on State and Local Taxation on December 11-12 in NYC
On December 11-12, the NYU 42nd Annual Institute on State and Local Taxation, hosted by the NYU School of Professional Studies Division of Programs in Business, will take place at the Westin New York at Times Square.
State CPA Societies in Action: Pennsylvania Institute of CPAs
State CPA Societies in Action is a series of articles spotlighting the varied educational, advocacy, networking and professional activities of the state CPA societies across the U.S.
AuditClub Rebrands as CPAClub and Adds New Tax and Advisory Solutions
The company is offering the same concierge talent model but now with tax and advisory professionals to CPA firms.
Dean Dorton and VonLehman to Combine on Jan. 1
It’s not quite a “mega merger,” but a top 100 CPA firm and a top 200 CPA firm will be getting hitched at the start of the new year.
Two Texas CPA Firms to Join Forces Next Year
Houston-based firm abip CPAs & Advisors and San Antonio-based firm Brehm, Havel & Co. will merge effective Jan. 1, 2024.