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 5, 2018
BDO Acquires Consulting Division of PBC Advisors, Expands Healthcare Advisory Practice
That national accounting and advisory firm of BDO USA, LLP has expanded its healthcare advisory services practice through the acquisition of the consulting division of PBC Advisors.
February 5, 2018
Why I Became an EA
When I talk about specializing in taxation, I wake up every morning around 4:30 am, and by 5:00 am I begin reading my emails from Thompson Reuters RIA, discussing all of the new tax law changes, and Tax Court cases. I read the whole email from ...
February 5, 2018
Cryptocurrency, Initial Coin Offerings and Subpart F Income
Income from a CFC is not taxed until it is repatriated to the US. In crypto, this would happen when the money is sent to the US based company. Let’s say the US company sells widgets to the foreign corporation at cost. The foreign corporation is set up ...
February 5, 2018
5 Tips to Stay Productive this Tax Season
Tax season is in full swing, and as an accounting professional, you’re bound to be in the thick of demanding work weeks and long hours. The fast pace and extended hours can be challenging, even for the most dedicated professionals. With this in mind, how can you maintain a high level of productivity and excellent...…
February 5, 2018
IRS Warns of New Tax Refund Scam
In a new twist, the fraudulent returns in a few cases used the taxpayers' real bank accounts for the deposit. A woman posing as a debt collection agency official then contacted the taxpayers to say a refund was deposited in error and asked the ...
February 3, 2018
MetaTaskerPT
MetaTaskerPT – a web application assisting property tax groups with data entry. MetaTaskerPT intelligently extracts strategic data from property tax documents (ie. tax bills and notices) and directly imports them to a property tax management system. MetaTaskerPT is scalable and capable of accommodating high volume incoming document peaks experienced during property tax cycles. The data extraction...…
February 2, 2018
There’s Still Time Left to “Undo” a Roth Conversion – Tax Reform Tips
The new tax reform law, the Tax Cuts and Jobs Act (TCJA), includes a crackdown on recharacterizing a Roth IRA. Beginning in 2018, retirement-savers can longer undo a Roth conversion due to a decline in value or some other reason. But there’s still a ...
February 2, 2018
Office Workers Perform Better with Natural Light
According to a new study conducted a professor in the Department of Design and Environmental Analysis at Cornell, workers in daylit office environments reported an 84 percent drop in symptoms of eyestrain, headaches and blurred vision symptoms, which ...
February 2, 2018
Free Practice Management Tool
Letting clients pay by credit or debit card is even easier when you have card information on file from the get-go. This free authorization form can help you get started with online payments and protect your firm against payment disputes.
February 2, 2018
Diving Into Passive Losses
I had a client in Alabama that came to me because she was audited, lost her appeal rights, and Tax Court rights, and was saddled with a $500,000 tax liability. When I take a collections case, the first thing I do is try to find out why this person owes...
February 2, 2018
Several States Recognize Enrolled Agent Week
The NAEA has been instrumental in many legislative acts recently, designed to protect EAs right to practice. In certain states, EAs were not allowed to advertise their credentials. The NAEA, sent a delegation to Washington and were instrumental in the ...
February 1, 2018
Technologies Driving Remote Auditing
On-site auditing has been the customary default since the dawn of accounting. It’s worked reasonably well, though time and cost considerations – both from the company and firm’s vantages – typically took secondary focus to successful audit completion, ...