Latest Articles

December 17, 2018 

Understanding the mind of the new millennial generation is one of the growing challenges firms of all sizes are faced with today and this challenge often results in firms feeling that these new millennials are entitled and lazy, but are they really ...

Garrett Wagner

December 17, 2018 

While word of mouth and referrals are still the best marketing tools for you, here are some additional tactics you can use to market your firm to in-home day care clients.

Becky Livingston

December 17, 2018 

Imports at the nation’s major retail container ports have set another new record, reaching 2 million containers in a single month for the first time as retailers continued to bring merchandise into the country ahead of a now-postponed increase in ...

December 17, 2018 

This holiday season, millennials (ages 20-37) are most likely to create a spending plan, stick to it (76 percent) and pay off balances in full before the New Year (49 percent) – according to TD Bank's Merry Money Holiday Spending Survey.

December 17, 2018 

The required distribution rules apply to owners of traditional, Simplified Employee Pension (SEP) and Savings Incentive Match Plans for Employees (SIMPLE) IRAs. Roth IRAs don’t require distributions while the original owner is alive. RMDs also apply to...

December 17, 2018 

Based on automated data capture, standardization and reuse, as well as featuring advanced analytics and intelligent automation, the platform provides tax constituents with access to a growing suite of tax and finance services while becoming the ...

December 17, 2018 

Prior to the TCJA, nonprofits and for-profit entities could provide certain transportation benefits to employees that were excluded from tax, up to a stated monthly amount, and deductible by the organization. The maximum exclusion, which was indexed ...

December 17, 2018 

These business email compromise/business email spoofing (BEC/BES) tactics generally target all types of industry and employers. Recently the IRS received a number of reports from tax preparers that they, too, are being targeted.

December 17, 2018 

During the three-day program, students get a sense of what life as a CPA is all about and learn how their own unique backgrounds and experience can add value to the profession. As part of this process, participants complete a behavioral assessment and ...

December 17, 2018 

The new integration allows users to quickly and easily connect data from the Paychex GLS, so it flows directly into their QuickBooks Online accounting package through a convenient “Link and Sync” tool in Paychex GLS. Through the integration, users can ...

December 17, 2018 

With over 15 years of tax planning experience, Simpson has provided sound strategic planning for both U.S. and multi-national corporations. She has worked as an International Tax Director at PricewaterhouseCoopers LLP in Boston since 2004, and since ...

December 17, 2018 

Baker Tilly recently held an educational webinar, End-of-year tax update for insurance organizations, to assist insurance industry professionals understand the components in the TCJA, the additional guidance that has been released since its enactment ...