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.
June 25, 2022
Teamwork Makes the CAAS Dream Work
A strong CAAS practice includes three elements: people, processes, and technology. Hopefully, you’ve established a strong internal team with efficient training and processes already. The third and equally critical element to the success of a thriving ...
June 30, 2022
Webinar: How to Enhance your Firm’s Technology Experience: Talent, Remote Work, Security and More
During this webinar, we will arm you with tips and best practices you can bring back to your firm to better support a flexible workforce, manage your IT security, and enhance your technology experience for both your staff and your customers.
June 23, 2022
Survey: Four in 10 Professionals Are Yearning For Greener Pastures
If you think the Great Resignation is coming to an end, think again. According to a new survey by staffing and business consulting firm Robert Half, 41 percent of U.S. workers say they are looking or are planning to look for a new job in the ...
June 23, 2022
Survey: Four in 10 Professionals Are Yearning For Greener Pastures
And the majority of those surveyed are looking for a job that does not force them back to the office five days a week. More than half plan to pursue hybrid (55 percent) or fully remote (54 percent) positions. And 54 percent are open to searching outside of their current city.
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June 22, 2022
PICPA Elects 125th President of Statewide Organization at Annual Meeting
Risden serves as chief financial officer and treasurer of Vision Benefits of America Inc. (VBA), a vision insurance company in Carnegie, Pa. As PICPA president, Risden will be dedicated to empowering the PICPA Board and staff to move its strategic ...
June 22, 2022
How to Set Business-Driving Goals with Your Clients
Good communication between CPAs and their clients is essential when crafting business-driven goals. CPAs and their clients should be a team, working together with a shared vision. Be clear with clients about what they want to achieve, and help them ...
June 22, 2022
Creating Your Path to Advisory Services
The path to advisory services is a journey that is likely a multi-year adventure for firms to test out the process with their clients and continue building and scaling year-over-year. A lot of firms already offer one-off planning advice to clients ...
June 22, 2022
Three Ways Accountants Can Surpass Customer and Prospect Expectations with Technology
With the nature of accountants’ work skewing toward ‘very busy’ each year-end and in the spring, finding new revenue opportunities is understandably pushed to the bottom of an accountant’s priority list until the slower summer months. Don’t let the ...
June 22, 2022
IRS Still Has Backlog of 21.3 Million Tax Returns
At the end of May 2022, the agency had a backlog of 21.3 million unprocessed paper tax returns, an increase of 1.3 million over the same time last year.
June 22, 2022
ITA Doubles Down on CAS at 2022 Spring Collaborative
The Information Technology Alliance (ITA), an independent membership association of leading mid-market technology professionals, consultants and product/service providers in North America, continued to expand its Client Accounting Services (CAS) track ...
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June 22, 2022
PCAOB OKs Changes in the Oversight of Audits Involving Outside Auditors
The Public Company Accounting Oversight Board (PCAOB) voted unanimously to amend current auditing rules and introduced a new standard on June 21 pertaining to an audit firm’s use of so-called “other auditors” who lend a hand during the course of an audit.
June 22, 2022
PCAOB OKs Changes in the Oversight of Audits Involving Outside Auditors
The Public Company Accounting Oversight Board (PCAOB) voted unanimously to amend current auditing rules and introduced a new standard on June 21 pertaining to an audit firm’s use of so-called “other auditors” who lend a hand during the course of an audit.