Latest Articles

 The Tax Blotter – Aug. 29, 2018

August 29, 2018 

The Tax Blotter – Aug. 29, 2018

Taxpayers often donate money or property to charity, but the tax results are mixed. Following are several recent developments. Tax lift for giving more. Do you want to help out charities even more in 2018? A little-noticed change in the Tax Cuts and Jobs Act (TCJA) provides an incentive. Previously, the deduction for contributions to...…

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August 29, 2018 

Three Steps to Narrow the Gender Gap in Finance

The focus on male hiring has taken a shift. In recent years we’ve witnessed heightened attention to gender-based issues, with movements across almost every industry imaginable to make the workplace a fair and equal environment for all individuals. The finance industry is no different – women, joined by their male colleagues, are advocating to close...…

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August 29, 2018 

Why Your Firm’s Business Development Efforts Fail

Every firm needs to attract new clients and most firms in the country tend to have one partner who seems to have a natural gift of bringing in new clients. That person is your rainmaker. Everyone else at the firm maintains a client relationship and ...

Garrett Wagner

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August 29, 2018 

Aaron Berson, CPA, MSA – 2018 40 Under 40 Honoree

Aaron Berson, CPA, MSA Senior ManagerEisnerAmper, LLPNew York Citywww.eisneramper.com Social Media: Twitter: @aaronberson LinkedIn: www.linkedin.com/in/aaronberson Professional Associations/Memberships: President-Elect – NYSSCPA Manhattan Bronx Chapter / NYSSCPA – Chair Emerging technology and entrepreneurial committee / AICPA, Xero Ambassador for NYC, Adjunct professor at NYU Career highlights: This past year has provided me with a bunch of new...…

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August 28, 2018 

Cathy Iconis, CPA – 2018 40 Under 40 Honoree

Cathy Iconis, CPA CEOIconis Group / QBOchatAtlanta, GAiconisgroup.comqbochat.com Social Media: Twitter – @cathyiconis | @QBOchat Facebook page – https://www.facebook.com/qbochat/ Career Highlights: After gaining experience as a forensic accountant, auditor, and staff accountant, I started my own virtual bookkeeping practice. I have been in practice for over 9 years. I quickly became an expert in QuickBooks Online and...…

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August 28, 2018 

Lindsay Stevenson, CPA, CGMA – 2018 40 Under 40 Honoree

Lindsay Stevenson, CPA, CGMA Vice President – Finance & Tax: 1st Financial Bank USAhttps://www.1fbusa.com/fscm Founder/CEO: Origin EvolutionDakota Dunes, SD Twitter: @LStevensonCPA Professional Associations/Memberships: AICPA (Council Member at Large, YMLC Chair, WIEC Member); SDCPA (Non-Practice Advisory Committee Member, Promoting the Profession Committee Member); ASCPA; Mary J. Treglia Community House (Board President) Career highlights – maximum 150 ...…

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August 28, 2018 

Costly Mistakes of a Sales Tax Audit

When a business owner receives a notice of routine audit, there are typically three responses: (1) panic, (2) non-responsiveness, or (3) careful planning. There are many effective and structured ways for your client to handle an audit.

Mary C. Thomas

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August 28, 2018 

Joshua Lance, CPA, CGMA – 2018 40 Under 40 Honoree

Joshua Lance, CPA, CGMA Managing DirectorLance CPA GroupChicago, ILwww.lancecpa.com Social Media: Twitter: @lancejd1 Instagram @joshualance82 LinkedIn: joshualancecp Professional Associations/Memberships: AICPA, Illinois CPA Society, Thriveal NetworkCareer Highlights: Joshua D. Lance, CPA, CGMA is the Managing Director of Lance CPA Group, a CPA firm he started from the ground up four years ago based in Chicago, Illinois. ...…

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August 28, 2018 

Mark S. Brooks, MBA – 2018 20 Under 40 Vendor Superstar

Mark S. Brooks, MBA Associate Director, Innovation & Strategic PartnershipsAICPADurham, NCwww.aicpa-cima.com and www.aicpa-cima.com/accelerator/ Social Media: Twitter: @mucello     LinkedIn: www.linkedin.com/in/markbrooks Career highlights: At age 15, Mark founded a weather website ranked in the top 3% of the Internet. After earning a B.S. Meteorology, he worked 10 years to commercialize research in atmospheric sciences and adjacent disciplines....…