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 2, 2018
iManage Enhances Security Policy Manager and Threat Manager
The new release of iManage Security Policy Manager—which manages need-to know security and ethical walls at scale across iManage Work, file shares, time and billing and other systems—offers the ability to use prior document access and billing activity ...
May 2, 2018
Accounting Firm Implements Learning System to Create Future View
"The Anticipatory Organization: Accounting and Finance Edition" (AO) is a training program to arm CPAs and financial advisors with anticipatory skills crucial to anticipating disruptions, problems, and their related solutions. AO teaches professionals ...
May 2, 2018
Passive or Non-Passive Income and Losses
I have a client that owns three rental properties. She has a full-time job as a physician, and she did some side work before her second kid was born. When I did the tax return, she had $45,000 in passive losses from the rentals, and $35,000 in income ...
May 1, 2018
Proposed Legislation to Redesign IRS Picks Up Steam
The new proposed legislation builds on the foundation proposed by Jenkins and Lewis in March. The duo requested comments from other lawmakers as well as influential groups like the American Institute of CPAs (AICPA) and the National Association of Tax ...
May 1, 2018
What Amazon Can Teach Tax Professionals about Adding Financial Planning Services
The convenience and all-in-one experience that your clients get from Amazon has come to be their new expectation in other facets of their lives, including their finances. More and more clients are looking for a single solution for all of ...
May 1, 2018
Thomson Reuters Content Offers Guidance on New Transition Tax
Thomson Reuters Checkpoint Catalyst has released a comprehensive analysis of the one-time U.S. transition tax on undistributed and non-previously taxed foreign earnings of deferred foreign income corporations owned by U.S. persons.
May 1, 2018
Does Requiring Firms to Reveal Audit Engagement Partners Benefit Investors?
Since January of 2017, after more than a decade of discussion and debate, a new regulation from the U.S. Public Company Oversight Accounting Board has required the annual report of each public corporation not only to identify the firm responsible for ...
May 1, 2018
New Guide Helps Organizations Achieve U.N. Sustainability Goals
The CGMA guide, “The role of the accountant in implementing the Sustainable Development Goals,” details the business advantage of the SDGs and provides direction to help organizations achieve some of their social and socio-economic objectives.
May 1, 2018
6 Reasons Accountants Should Stop Mailing Paper Checks
Accountants, whether in a larger organization or advisors to small businessowners, still love writing checks. In fact, the latest data from the Association for Financial Professionals (AFP) shows that B2B payments by check actually increased between ...
May 1, 2018
System Helps Respond to ACA Penalty Letters
When the IRS finds an applicable large employer (ALE) in violation of the ACA’s requirements, the ALE is issued Letter 226-J, which outlines penalties and fines for noncompliance and gives the ALE 30 days to respond. Whether the issue is improper ...
May 1, 2018
New Podcast Helps Accounting Pros Become Future-Ready
The Maryland Association of CPAs and the Business Learning Institute have launched a weekly podcast as part of their continuing bid to make accounting and finance professionals more future-ready.
May 1, 2018
BlueVine Announces New $200 Million Revolving Line of Credit With Credit Suisse
BlueVine, a provider of working capital financing to small and medium-sized businesses, also said it is raising its business line of credit limit to $250,000. Earlier this year, the company doubled its invoice factoring credit limit to $5 million.