Taxes December 24, 2025
Tax Tips on Life Insurance Loans
If you acquire permanent whole life insurance as opposed to term life insurance, your premium payments build up a cash value in the policy.
April 25, 2022
5 Tax Tips when Saving for Retirement
Saving for retirement involves more than just putting extra money under the mattress. Planning wisely before retirement and taking money out of accounts carefully in later years can make a big difference in how much is available.
April 25, 2022
Return to the Office: How to Ready Your Team for the New “Disruption”
CPA firms are taking varied approaches to the comeback. Some have adopted a very hardline approach and aren’t even entertaining the thought of a hybrid work model for their employees. Other firms are keeping things flexible about the “where” of ...
April 25, 2022
Loyola Marymount Accounting Students Win Deloitte Innovation Challenge
Accounting students of Loyola Marymount University have taken first place in Deloitte’s seventh annual Audit Innovation Campus Challenge (AICC).
April 25, 2022
The State of Small Business in 2022: Majority of Owners Have Less Than $5,000 Free Cash Flow
Financial concerns abound for small business owners, yet many are not prepared to face them. While more than one in three (36%) of respondents were concerned about inflation impacting their business financially in the year ahead, the majority (57%) of ...
April 25, 2022
Convenience Stores are a Case Study in Managing Sales Tax Complexity
Convenience stores must adhere to some of the most complex tax rules in the retail sector simply because of the diverse items they sell. Consider the following: Selling a frozen burrito often requires a different business license and is charged a ...
April 25, 2022
Professionals on the Move – April 2022
Professionals on the Move is a round-up of recent promotions and career news in and around the profession.
April 22, 2022
R&D Tax Credits Can Help Your Clients Subsidize Software Development
Less than one-third of companies eligible for the credit even know it exists, so two-thirds are losing out. If your clients' activities and expenses qualify and they’ve maintained assiduous documentation, they can realize substantial tax savings...
April 22, 2022
This is How to Combat Time-Wasting Tasks in Accounts Payable
While a company can manage manual processes on a small scale, those processes can impact AP team priorities as the company grows. Productive initiatives are abandoned in order to accommodate time-consuming data-entry tasks—and additional FTEs are ...
April 22, 2022
Building a Next-Gen Sales Tax Practice
Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...
April 21, 2022
Defining “Digital Transformation” for Finance & Accounting Leaders
For finance and accounting (F&A) teams, digital transformation is optimizing the use of technology solutions to engage, communicate and collaborate with stakeholders virtually. This topic is top of mind across all industry leaders.
April 21, 2022
How to Solve Fee and Advisory Services Dilemmas
You’ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year ...
April 21, 2022
Another Tax Filing Deadline Down, But Problems with IRS Services Persist
At the start of the 2022 tax season, the American Institute of CPAs (AICPA) joined a diverse coalition of stakeholders representing tax practitioners, businesses and taxpayers from many divergent backgrounds. The Tax Professionals United for Taxpayer ...