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.
January 5, 2018
Finance Pros Preparing for Innovation and Disruption
While AI and robotics may represent the long-term future of treasury management, more than half of finance professionals surveyed (52 percent) expect faster or real-time processing to experience major growth in payments innovation in 2018.
January 5, 2018
New FrontDesk App Designed for Accounting Firms
The Liscio platform, which was launched in early July 2017, is the only client experience platform of its kind, developed to simplify management of all “front-stage” client tasks such as on-boarding, signature capture, client messaging and information ...
January 5, 2018
2018 Income Tax Refunds Delayed for EITC and Child Tax Credit Returns
The IRS says that for the 2018 income tax filing season, taxpayers with the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC) will likely see delays in their refunds.
January 5, 2018
IRS to Start Accepting Tax Returns on Jan. 29, 2018
The IRS has announced that it will officially begin accepting returns for the 2017 tax year on January 29, 2018 (IR-2018-01, 1/4/18). This is a little later than usual to give the nation’s tax collection agency enough time to ensure security and ...
January 4, 2018
3 Ways CFOs Can Accelerate Payback from New Technology
A new ERP system shouldn’t be a set-and-forget proposition. Opportunities to customize and optimize the solution to particular needs are virtually boundless. A program that nurtures “super users” can seed the organization with experts to help make the ...
January 4, 2018
The Tax Blotter – Jan. 2018
Timing is everything in taxes and the new tax law —the Tax Cuts and Jobs Act -- is no exception. Generally, the provisions for individuals take effect in 2018, but there are several interesting wrinkles.
January 3, 2018
Wipfli Acquires Chicago-Based Accounting Firm Kessler Orlean Silver
The combined firm will have more than 1,900 associates and 47 office locations across the United States and two offices in India.
January 3, 2018
Vertex Now Offers Salesforce Integrations
Tax technology solutions provider Vertex, Inc., has launched new integrations for Salesforce including Salesforce CRM, Commerce Cloud, CPQ and Billing.
January 3, 2018
Citrin Cooperman Acquires Schneider & Associates
Citrin Cooperman announced today that Sandra Schneider and her staff of Schneider & Associates, LLC has joined the Bethesda, MD office of the firm as of January 1. Schneider, along with Director Julie Schoen, will continue to focus on sophisticated tax and estate planning for high net worth individuals and their families. “Our Bethesda office...…
January 2, 2018
2018 Tax Reform Law has Benefits for Some Small Businesses
The TCJA also benefits many small businesses while presenting new obstacles. In general, the revised rules for businesses take effect in 2018 and are permanent, unlike most changes for individuals.
January 2, 2018
Effects of 2018 Tax Reform Law on Individuals, Deductions and Credits
Most of the key provisions likely to affect individual taxpayers take effect in 2018 (for taxes that will be reported by April 2019), but are scheduled to sunset after 2026. Keeping that in mind, here are the essentials you should know about.
January 2, 2018
New Jersey Accounting Firms Merge
The New Jersey accounting firm Ennis Hargadon has merged with MSPC Certified Public Accountants and Advisors, P.C. effective January 1, 2018. The addition of two principals brings MSPC’s partner count to 11 and the firm’s total staff to 67.