Latest Articles

benefitmall 1  552fe234c5a76

January 5, 2018 

Scott Kirksey Named CEO of BenefitMall

This is the latest strategic change for the firm, which partnered with global alternative asset manager The Carlyle Group to acquire the company from an investor group led by Austin Ventures on December 31, 2017. Equity for the acquisition came from ...

1099image 1  54c01c59ae291

January 5, 2018 

Before You 1099, Make Sure You W-9

Misclassifying independent contractors and failing to fill out the proper paperwork can have serious consequences, like higher taxes and steep fines. Chances are, you’ve heard plenty of talk about having to file 1099s, but that’s not the first step.

 Study Shows Key Concerns of Corporate Directors in 2018

January 5, 2018 

Study Shows Key Concerns of Corporate Directors in 2018

Drawing on insights from the Center’s work and interactions with corporate directors and business leaders throughout the year, the BLC’s On the 2018 board agenda highlights six items for directors to keep front and center in the months ahead.

Firm Automation

January 5, 2018 

Finance Pros Preparing for Innovation and Disruption

While AI and robotics may represent the long-term future of treasury management, more than half of finance professionals surveyed (52 percent) expect faster or real-time processing to experience major growth in payments innovation in 2018.

LISCIO Logo 1  5970ddd14c696

January 5, 2018 

New FrontDesk App Designed for Accounting Firms

The Liscio platform, which was launched in early July 2017, is the only client experience platform of its kind, developed to simplify management of all “front-stage” client tasks such as on-boarding, signature capture, client messaging and information ...

1040_1_.5436b85626759

January 5, 2018 

IRS to Start Accepting Tax Returns on Jan. 29, 2018

The IRS has announced that it will officially begin accepting returns for the 2017 tax year on January 29, 2018 (IR-2018-01, 1/4/18). This is a little later than usual to give the nation’s tax collection agency enough time to ensure security and ...

Ken Berry, JD

roijohnston_10277799

January 4, 2018 

3 Ways CFOs Can Accelerate Payback from New Technology

A new ERP system shouldn’t be a set-and-forget proposition. Opportunities to customize and optimize the solution to particular needs are virtually boundless. A program that nurtures “super users” can seed the organization with experts to help make the ...

 The Tax Blotter – Jan. 2018

January 4, 2018 

The Tax Blotter – Jan. 2018

Timing is everything in taxes and the new tax law —the Tax Cuts and Jobs Act -- is no exception. Generally, the provisions for individuals take effect in 2018, but there are several interesting wrinkles.

Ken Berry, JD