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.
February 27, 2018
IRS Gives Americans Anxiety and Incites Confusion
Nearly half of Americans (47%) feel anxious when they receive any correspondence from the IRS, and nearly a third (29%) worry they will be audited despite the majority of taxpayers (65%) saying they are very confident their tax returns are error free.
February 27, 2018
Nevada To Regulate Tax Preparers, Require Bonds
Nevada tax preparers have been required to comply with a number of new requirements as of July of last year. These requirements include the necessity to pay application and renewal fees to become registered as a document preparation service, as well as...
February 27, 2018
Hong Kong CPA Firm Joins PrimeGlobal
The Hong Kong-based accounting firm, D & Partners CPA Limited has joined Prime Global, an international association of accounting firms. D & PARTNERS will join the Association’s Asia Pacific region.
February 26, 2018
Are Your Business Clients Prepared for the End of Tax-Free Shopping?
How would your retail business clients fare if tax-free shopping were to end? Are they prepared to collect and remit sales tax in all states?
February 26, 2018
Key Exception in New Mortgage Interest Deduction Rules
Prior to the TCJA, a taxpayer could deduct mortgage interest for a qualified residence on the first $1 million of acquisition debt and the first $100,000 of home equity debt. “Acquisition debt” is defined as a loan used to buy, build or substantially ...
February 26, 2018
Tax Identity Theft Cases Drop for Second Year
Key indicators of identity theft dropped for the second year in a row in 2017. This includes a 40 percent decline in taxpayers reporting they are victims of identity theft in 2016. Since 2015, the number of tax-related identity theft victims has fallen...
February 26, 2018
7 Questions to Gain More Business Valuation Engagements
Business owners have 80 to 90 percent of their financial wealth locked up within their businesses, according to the Exit Planning Institute, which trains and advises succession planning professionals. However, survey after survey by the institute ...
February 26, 2018
Why Tech Adoption Should Matter to Your Firm
Technology is everywhere and it’s being adopted at rapid rates. Most likely, your clients are using the latest technology. Being informed and “in-the-know” could be important to retaining and acquiring clients, whether they’ve said so or not.
February 26, 2018
Six Major U.S. Banks Take Steps on Gender Pay Gap
Six of the nine banks and financial companies targeted by Arjuna Capital have now taken action, measuring and ameliorating pay practices on key measures to the vicinity of 99 percent since facing shareholder pressure.
February 26, 2018
My Tax Refund Is Late – IRS Refund Calendar and Chart 2018
The IRS began processing tax returns on January 29, 2018, for income earned in 2017. In general, the IRS says that returns with refunds are processed and payments issued within 21 days. For paper filers, this can take much longer, however.
February 23, 2018
March 1 is Tax Deadline for Farmers and Fishermen
The Internal Revenue Service is reminding farmers and fishers about the March 1 deadline to take advantage of special rules that can allow them to forgo making quarterly estimated tax payments.
February 23, 2018
MaloneBailey Named to Best of Houston List
MaloneBailey, LLP, a public accounting firm based in Houston, Texas, announced today that it has been named one of Houston’s Best and Brightest Companies to Work For in 2018 for its fifth year in a row.