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 13, 2022
Summertime Blues
I hope you too will be able to capture the joy of summer and take it with you into the fall and winter and the future of your work and your work relationships.
June 21, 2022
Webinar: Embrace Automation, Empower Staff, & Reduce Frustration for Remote Clients
Don’t just check the box with the tools you own. Choose the RIGHT tools that don’t cause frustration. Making it easy is the key to retaining both valuable clients and staff!
June 13, 2022
Talk to a CPA to Get the Most Out of Social Security Benefits
For nearly 100 years, American workers have received Social Security benefits to give them a financial boost during their retirement. Millions of people receive Social Security benefits—62 million in April 2022 alone.
June 13, 2022
Tipalti Adds New Features for Invoice Collaboration for AP Teams
When approving invoices, it's critical for buyers and approvers to easily and quickly connect and work together. Today, most of these dialogues are held outside the context of the bill, leading to challenges when tracking Q&As, repeated back and forth ...
June 13, 2022
4 Tax Strategies to Implement Now
When it comes to assisting your clients, there are important measures to take to ensure they are set up for success. Oftentimes when you discuss tax returns, you are talking about their finances from the previous year.
June 11, 2022
What Brick-and-Mortar Businesses Need to Know About Compliance
Automating compliance tasks can help brick-and-mortar retailers thrive in new situations.
June 11, 2022
ENGAGE 2022: Pearls of Leadership
For the past few decades, the path to success and leadership positions for most has been characterized by being a lead “producer” and out-performing others in your chosen field of endeavor. In competitive environments, leadership touted the ...
June 11, 2022
Best Strategies for Students and CPAs to Land a Professional Job
Dennis Duban, CPA, chairman and owner of DLD Accountancy, has seen it all over his forty years of experience leading a top accounting firm in Los Angeles, California. Now, he’s sharing his best strategies and tips for others looking to break into the ...
June 11, 2022
Accounting Considerations For Bridge Loans
Startup companies progress through various stages of raising outside capital as they grow. This often starts with seed funding from founders and/or angel investors, progresses into various rounds of equity financing rounds from ...
June 11, 2022
NYU School of Professional Studies Division of Programs in Business to Host the 14th Annual Tax Controversy Forum
The NYU School of Professional Studies (NYU SPS) Division of Programs in Business’ Finance and Taxation programs will host the 14th Annual Tax Controversy Forum in person at the Westin New York Grand Central on Thursday, June 23, and Friday, June 24.
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June 11, 2022
Hourly.io Raises $27M in Series A Funding Round
The Series A funding will help Hourly expand beyond the state of California, where it was founded. The company aims to scale its insurance platform nationwide.
June 11, 2022
BPM Grows in North Bay Through Combination with Elliott CPA Group Inc.
BPM LLP, one of the 40 largest public accounting and advisory firms in the country, is expanding its North Bay presence through a combination with Santa Rosa, Calif.-based Elliott CPA Group Inc., effective July 1.