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.
April 3, 2018
Historic B&B in Hudson Valley Offers Special for Tax Pros and CPAs
Need a break? After a long tax season serving clients, many CPAs and other tax professionals are seeking a much-needed escape after tax season.
April 3, 2018
Viking Announces Ocean-River Combination Cruises
Viking recently announced its 2019 Ocean & River Voyages, which provide guests the unique opportunity to explore Europe’s legendary rivers on an award-winning Viking Longship® before setting sail to Scandinavia on one of Viking’s award-winning ocean ...
April 3, 2018
Taxing Cloud-Based Services: What Accountants Need to Know
As your firm adopts more and more cloud based solutions, it also runs the risk of incurring use tax obligations on those expenditures. These purchases are for services that are “consumed” to further your firm’s operations and are typically not bought ...
April 3, 2018
Vertex Announces Integration with Acumatica
Vertex, Inc., a provider of tax technology solutions and services, today announced the availability of an integration between its indirect tax solutions with Acumatica applications. Available in both on-premise and cloud technology, Vertex tax ...
April 3, 2018
Five Ways to More Successful Banking and FinTech Partnerships
No one wants to engage in a one-night stand around finance. There is too much risk involved for all parties. As such, it’s important that the fintech-banking partnership is able to scale as business grows. While a lot of companies look at technical ...
April 3, 2018
Electronic Payments: Is Efficiency or Speed More Important?
For inbound payments, 52 percent of corporate treasurers viewed the ability to post more information as more imperative to operations than the speed of settlement, while 36 percent ranked faster settlement as ...
April 3, 2018
How I Use Disagreements to Build Stronger Teams
What do you do as a team member, if, after all the discussion and debate, the hours the team talked about a new direction, plan, or policy, you still disagree? What I see happen on most teams is acquiescence - giving in or just going along.
April 3, 2018
It’s Time for a Paycheck Checkup
The IRS says the new tax law changes make it especially important for specific groups of taxpayers to visit the Withholding Calculator on IRS.gov. This includes people in households with two or more jobs, who have children or dependents, who itemize ...
April 3, 2018
Apparently There is No Point to an IRS Central Authorization File
Whether it’s budget cuts, or whatever, it doesn’t explain the TAS. When Nina Olsen gives her report to Congress every year, she should add that her organization is dropping the ball, and refusing to do what the office was designed to do.
April 3, 2018
New Business Meal Deduction Rules: Food for Thought
Under the new Tax Cuts and Jobs Act (TCJA), no deduction is allowed for business entertainment, beginning in 2018. But the law isn’t exactly clear how the new rules apply to business meals. Until the IRS issues some much-needed guidance, the exact tax ...
April 3, 2018
New Tax Loophole for Home Equity Loans
Under the new Tax Cuts and Jobs Act (TCJA), the deduction for mortgage interest paid on “acquisition debt” is modified, while write-offs for interest paid on “home equity debt” are eliminated. But taxpayers can still squeeze through a loophole for ...
April 3, 2018
The Best Advice You Can Give
I read an article about five years ago. The crux of article was that in retirement between 60%-70% of retiree’s expenses are health related. I never forgot that article. What the article didn’t mention was that to pay those medical expenses, seniors had to take money out of their retirement, which was taxable, for a...…