Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
July 18, 2018
July 2018 Tax Channel
Tax & Compliance Social Media: Digital Marketing for Tax Practices. Canopy Blog.https://bit.ly/2AkjzxA SALT Tax Changes Across the U.S. for July 2018. Tax Foundation.https://bit.ly/2KnAXWL Three Tips for Diversifying Tax Workforce in Your Firm. Bloomberg Tax.https://bit.ly/2so7Yan Income Tax Effects of Inventory Distributions from an S-Corp. Fuller Tax Blog.https://bit.ly/2KpMOAG IRS to Put Audit Focus on These 5...…
July 18, 2018
July 2018 Accounting & Audit Channel
Accounting & Audit Social Media: 2018 Accounting Standards You Might Have Missed. PwC Blog.https://bit.ly/2KbCvUM Senior Auditors Benefit from School of Audit. Wolters Kluwer Blog.https://bit.ly/2IuYUX8 3 Ways Extra Capital Helps with Seasonal Needs. Accountex Blog.https://bit.ly/2KnVjzi How to Determine Profit Margins on Services. Accounting Department Blog.https://bit.ly/2K9PW7v FASB Issues New Guidance on Share-Based Payments. Compliance Week.https://bit.ly/2IswH3u ...…
July 17, 2018
The Pros & Cons of Working From Home
Job seekers are enticed by work from home options but are aware of the pitfalls, suggests new research from global staffing firm Robert Half. More than three quarters of professionals surveyed (77 percent) said they are more likely to accept a job ...
July 17, 2018
Every CPA Firm Needs to be a Security Company
CPA firms are also once again changing. For many, the first customer facing technology may have been offering self-service options to extend back office functionality. Electronic invoicing and collections are two early examples that date back to the ...
July 17, 2018
Detecting and Preventing Expense Reimbursement Fraud
Businesses often overlook expense reimbursement fraud because the amount of money may seem trivial: but small losses can add up quickly. The median duration of expense reimbursement fraud is 24 months, and the median loss is $31,000.
July 17, 2018
Why Vacations Are Good For You – and Your Team
Love going on vacation but worried about taking time off? You’re not alone. The majority of workers in a recent Accountemps survey said they typically check in with the office at least once or twice a week during their vacation.
July 16, 2018
Thoughts on 529 Plans and ABLE Accounts
A trick to move money from a higher tax bracket to a lower tax bracket is to pay your children a salary. In 2018, you can pay someone $9,500 and they are not required to file a tax return. My advice is always to put the kid’s salary into a 529 ...
July 16, 2018
Will E-commerce Websites Need to Post a Sales Tax Bond?
While the South Dakota law which lead to the Supreme Court ruling envisions a $100,000 annual sales threshold, multiple large U.S. businesses as well as organizations such as the National Taxpayers Union Foundation have expressed their reservations or ...
July 16, 2018
Bill.com Introduces International Business Payments
With Bill.com International Business Payments, users can now pay both international and domestic vendors electronically using one simple process, while getting visibility and control with detailed payment information all in one place. In addition to ...
July 16, 2018
Recurring Trends The IRS Should Be Looking At
While I agree that some of these are important, I wonder if the IRS is seeing what the rest of professionals are seeing as trends in the industry. While I agree that S-Corporation Distributions are out of control, the IRS is approaching these ...
July 16, 2018
What Referral Sources Expect from You
It’s not only CPA firm marketing professionals and consultants who encourage CPAs to ask their referral sources for leads. Referral sources themselves expect to be asked for leads. While moderating a panel of referral sources for a client training program the panelists described good referral sources as those who: Reciprocate leads Provide value for fees...…
July 12, 2018
4 Ways To Plan For Rising Healthcare Costs In Retirement
A survey from Franklin Templeton Investments about retirement costs found that Americans are most concerned about how they’ll cover medical and pharmaceuticals bills. Those fears are well-founded, given the high costs of nursing homes, assisted living, ..