
Thought Leaders….


Jim Boomer

Roman Kepczyk
![LBae43Bh_400x400[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/04/LBae43Bh_400x400_1_.5fd8087c94530.png)
Jeannie Ruesch
Podcasts….

The Technology Lab Podcast – Review of Gusto Payroll – Jan. 2022

The Technology Lab Podcast – Review of Intuit Payroll – Jan. 2022
Webinars….

CPE Webcast August 18: Increase Your Value as a Client Advisor

CPE Webcast August 23: Tax Automation Tools that Make Staff Smile (and Stay!)

CPE Webcast June 30: How to Enhance your Firm’s Technology Experience: Talent, Remote Work, Security and More

CPE Webcast June 21: Embrace Automation, Empower Staff, & Reduce Frustration for Remote Clients
Events….

Webcasts
CPE Webcast August 18: Increase Your Value as a Client Advisor
Receive 1 hour of free CPE credit for participating in this live webcast. Aug. 18, 2022 – 11am ET. Sponsored by Wolters Kluwer.

Home
CPE Webcast June 30: 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.

Most Americans: ‘I’ve Got 99 Problems, But an IRS Audit Ain’t One’
A new poll found that a majority of voters (76%) weren’t worried about the prospect of being audited by the IRS.

Most Americans: ‘I’ve Got 99 Problems, But an IRS Audit Ain’t One’
A new poll found that a majority of voters (76%) weren’t worried about the prospect of being audited by the IRS.

Owner of New York Accounting Business Charged in PPP Fraud Scheme
If convicted of the bank fraud charge, Eric O’Neil of Bethel, CT, faces a maximum penalty of 30 years in prison.

How to Maximize Client Data to Build a Better Firm
There is power in your data. And smart management of it can lead to stellar results. Discover the goldmine, right there inside your business, to build the firm of your dreams.

A SEP-IRA Can Be the Easy Way Out
First off, the employer must contribute to a SEP-IRA for any employees age 21 and over who have worked for the business three out of the previous five years

Take Me Out to the Ball Game
I understand change, improvement, trends, insurance issues, health, and safety – all of this goes into decisions to move in whatever direction the rule-makers determine is for the greater good. But at the same time, I’m going to miss the sweet …

Here’s What Rich Americans Could Face From a Beefed-Up IRS
Wealthy Americans should be prepared for audit levels they haven’t seen in decades, if the Democrats’ tax and climate bill passes the House.

Carried Interest Rules Live to See Another Day
This tax break has been in the crosshairs of Congress for years but was removed from Senate Democrats’ Inflation Reduction Act.

IRS Among the Winners in Dems’ Signature Tax and Energy Bill
The IRS will get an influx of $80 billion over the next decade to expand its audit capability and upgrade its technology.

Senate Democrats Pass Sweeping Health Care, Tax and Climate Bill
The bill would impose new taxes on wealthy corporations and would send new funding to the IRS.

Avalara to be Acquired by Vista Equity Partners for $8.4 Billion
Once the deal is completed, Avalara’s shares will no longer trade on the NYSE, and Avalara will become a private company.

PwC Will Have to Pay £1.75 Million Fine Over Flawed BT Audit
The Financial Reporting Council also handed partner Richard Hughes a £42,000 penalty for his role on the audit.

This Retirement Plan Is Just for Self-Employeds
You can adopt either a defined contribution Keogh plan or a defined benefit Keogh plan. As you might expect, the rules for these variations generally

Your Firm and Your Fundamentals
What is best to keep in your practice, and what needs to go away? For many firms, getting the fundamentals right will help you pick the right …

The Technology Lab Podcast – Review of OnceAccounting – Aug. 13, 2022
Randy and Brian review OnceAccounting a single hub for accounting firms to manage all of their clients’ books, even on different systems.

Process Issues with a People Impact
Negative attitudes, poor morale and refusal to follow firm processes impede progress. If the prevailing mindset across the firm, especially amongst leadership, is …

Solo 401(k) Plans: Looking Out for Number One
A solo 401(k) plan works pretty much like a traditional 401(k). For starters, you can elect to defer part of your salary to your account within generous annual limits.

Americans Living Paycheck to Paycheck Increased Year-Over-Year Across All Income Levels
In addition, average savings dropped $517 from $11,724 in May 2022 to $10,757 in June 2022.

Is Artificial Intelligence Becoming a Tool for Financial Advisors?
AI is making financial advisors more efficient and more connected with clients. But some challenges persist.

Does Your Website Need a Redesign or a Rebuild?
Here are the pros and cons of each. Plus, a series of questions you can use to determine which strategy you should undertake.

The Technology Lab Podcast – Review of Gilded – Aug 6, 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Gilded.

Nearly Half of U.S. Companies Plan to Add Staff in the Second Half of 2022
However, nearly eight in 10 managers in finance and accounting worry about resignations from their team.

Moss Adams Merges in Telecom Consulting Firm
The Alexicon team, including two principals and 10 employees, will join Moss Adams on Sept. 1, 2022.

51% of Companies Plan to Raise Wages Only for Top Performers
Only 28% of CEOs and CFOs polled will increase pay for all employees in response to inflation.

Small Business Expectations for Future Conditions Hit All-Time Low
34% of small business owners say inflation was their biggest problem in operating their business.

Surgalign to Pay SEC $2 Million to Settle Accounting and Disclosure Fraud Charges
Company restated its financial statements from 2014 through 2019 to correct errors caused by its reliance on
“pull forwards.”

Starting a Retirement Plan? Keep It SIMPLE
To qualify to use a SIMPLE, the business can’t employ more than 100 workers. This includes any employees who earned at least $5,000 in the previous year.