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.
June 5, 2018
AICPA Launches New CGMA Business Model Framework
To complement the new guide, an additional new resource titled ‘Managing the Trust P&L – A Toolkit for Boards’, was created to help business leaders establish how the company is building trust, its reputation, and brand with its principal stakeholders.
June 4, 2018
Business Mentoring Increases Small Business Survival Rates
The data shows that mentored businesses were 12% more likely to remain in business after one year, compared to the national average. This supports existing research that shows entrepreneurs with access to a mentor are five times more likely to start a ...
June 4, 2018
Grantor Retained Annuity Trusts (GRAT) Are in the News Again
Before we get into the nuts and bolts of a recent District Court Case, let’s take a moment to discuss GRATs. First of all, with the new tax law the estate tax exemption is $11.2 million. If you are married, and elect portability, then the exemption is ...
June 4, 2018
State Tax Filing Obligations for Pass-Through Entities
Thomson Reuters has released a Checkpoint report to help practitioners and companies navigate state tax filing obligations for pass-through entities, such as partnerships, limited liability companies taxed as partnerships, and S corporations.
June 4, 2018
A Lesson in Tax Basis Taught to us by Almond Trees, of All Things
I keep in touch with an ex-bookkeeper that I sort of mentored. She decided to take the Enrolled Agent Exam but ended up failing Part I and must take it again. When I asked her what she got wrong, she mentioned basis. Basis is a hard concept to ...
June 1, 2018
FEI & Deloitte Report – Blockchain For Financial Leaders: Opportunity vs. Reality
The research also investigates the transformative nature that blockchain may have, particularly with respect to how records are maintained, and assets are transferred between parties. Research participants also foresee expanding analytic capabilities ...
June 1, 2018
AICPA Issues SSARS 24 to Address International Reporting Issues in Compilations and Reviews
Of most significance, SSARS No. 24 will create a new AR-C section 100 in AICPA Professional Standards to provide requirements and guidance for a CPA engaged to perform a compilation or review when:
June 1, 2018
IFRS 17 is Coming: Wolters Kluwer Tax & Accounting Offers Webinars and eBook
On January 1, 2021 - IFRS 17 - one of the biggest changes to insurance accounting in more than 20 years, goes into effect. According to the International Accounting Standards Board, $13 trillion total assets of 450 listed insurers using International ...
June 1, 2018
BKD Acquires Texas Accounting Firm Rylander, Clay and Opitz
Fort Worth-based RCO provides its clients with a variety of accounting and consulting services across a broad range of industries. The firm will join BKD’s approximately 2,650 personnel and 280 partners.
June 1, 2018
Survey: Most U.S. Workers Want Self-Service HR and Payroll Tools
Full-time U.S. workers today expect their employer to provide a high-level of employee self-service, allowing them to independently complete a variety of HR-related tasks.
June 1, 2018
A Look at Deferred Compensation Plans
For many employees, generous benefits are more important than pay raises. There are many benefits options you can offer to attract and retain employees, including deferred compensation plans.
May 31, 2018
Divorce: What Tax Reform Means for Alimony Deduction
Previously, divorced taxpayers were entitled to write of the full cost of qualified alimony payments above the line on a federal return. On the flip side, alimony recipients had to report the payments as taxable income. But child support payments, as ...D