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.
May 7, 2018
Congress Considers Making New Tax Laws Permanent and Other Changes
If several members of Congress get their way, the sun won’t stop shining on a slew of tax breaks passed last year as part of the Tax Cuts and Jobs Act (TCJA).
May 7, 2018
IRS Offers Disaster Readiness Guidance for National Hurricane Preparedness Week
With National Hurricane Preparedness on May 6-12, 2018, the IRS is offering a special toll-free hotline for those in federally-declared disaster areas, staffed with IRS specialists trained to handle disaster-related issues.
May 7, 2018
The National Association of Enrolled Agents (NAEA) Reminds Taxpayers About Small Business Week
`What can get lost to us professionals is Small Business Week. The Internal Revenue Service has produced You Tube Videos depicting Small Business Deductions. Not to be outdone the National Association of Enrolled Agents (NAEA) has released their own ...
May 7, 2018
The Power of 529 Accounts
The new tax law has opened so many tax planning opportunities, that it isn’t funny. We have created a situation where we can not only pay for and deduct our own health insurance, we can have Health Reimbursement Accounts (HRA), which we can put as much...
May 7, 2018
Why I Don’t Talk to Salespeople
The emails always start the same. I’ve read your article in whatever publication. They say that I think differently, and want to talk to me. Like an idiot, I talk to them, and five minutes into the conversation, I am wondering why I took this call.
May 7, 2018
Making Sense of the Section 199A Deduction
I’ve been going through the complicated formula for calculating this deduction. First of all there is an adjusted gross income (AGI) limitation to the deduction. Not to mention the deduction is below the line. What could possibly be the reason to ...
May 7, 2018
40 Percent of Banks Approaching $1B in Assets are Behind on FDIC Improvement Act Compliance
A flash poll conducted by Baker Tilly Virchow Krause, LLP (Baker Tilly) indicates more than 40 percent of banking institutions that must adhere to the Federal Deposit Insurance Corporation Improvement Act (FDICIA) within the next year are behind ...
May 7, 2018
Cutting Edge Thinking and Tech on Display at 5th Annual Wolters Kluwer Tax & Accounting Global Code Games
After forty-eight hours, teams present their innovation to a panel of judges that span from Wolters Kluwer executives, customers and industry thought-leaders. In addition to bragging rights, winning teams enter the champion-of-champion competition for...
May 4, 2018
It’s Time to Flip the Finance 80-20 Rule
In finance, a common variation on this time-tested rule has long held that 80% of your time is spent on manual and mundane tasks, which leaves just 20% for analytics and generating high-value insights.
May 4, 2018
IRS Advisory Committee to Submit Recommendations at June Meeting
The Internal Revenue Service’s Advisory Committee on Tax Exempt and Government Entities (ACT) will hold a public meeting on June 7, 2018, when the panel will submit its annual report and recommendations to the IRS.
May 4, 2018
Identifying Appropriate Amount of Key Controls is Greatest Model Audit Rule Challenge for Insurers
A flash poll conducted by Baker Tilly Virchow Krause, LLP (Baker Tilly) indicates over half of insurance organizations specify identifying the “right amount” of key controls is the single-most challenging factor when maximizing the efficiency and effectiveness of its Model Audit Rule (MAR) program. The National Association of Insurance Commissioners’ (NAIC) Annual Financial Reporting Model...…
May 4, 2018
The CPA’s Ultimate Guide to Credit Card Processing
Whether you're considering accepting credit or debit cards for the first time, you're shopping for a new payment processor, or you just want to offer informed advice to your clients—this guide has everything you need to know.