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.
November 29, 2017
Tax Law and Order: Ex-Cop’s Business Loss Denied
A retired police officer who collected and sold law enforcement patches claimed losses for seven years in a row. Predictably, the Tax Court disallowed the losses.
November 28, 2017
TaxAct Partners with Taxaroo for Practice Management
Taxaroo’s customizable features will be available to tax professionals to complement TaxAct’s suite of TaxAct Professional products, which provide scalable software and e-filing options for tax practices of all sizes.
November 28, 2017
4 Ways Leaders Can Help Their Company’s Culture Thrive
To really get those employees engaged, a leader also must commit to supporting the growth of people and not just systems, products or processes, says Wekelo, who is managing director of human resources and operations for Actualize Consulting.
November 28, 2017
Accounting Firms Squar Milner and DZH Phillips Merge
Squar Milner will be merging with DZH Phillips LLP effective January 1, 2018. Marking this occasion, DZH Phillips, LLP will retain the name Squar Milner, making it one of the top four firms based in California, top five firms based in the West, and ...
November 28, 2017
IRS Warns of Christmas Email Phishing Scams
The most common way for cybercriminals to steal bank account information, passwords, credit cards or Social Security numbers is to simply ask for them. Every day, people fall victim to phishing scams that cost them their time and their money.
November 28, 2017
Bad Dog! Tax Court Nips Dog Grooming School for Education Credit
Currently, a taxpayer may claim one of two education credits – the American Opportunity Tax Credit (AOTC) or the Lifetime Learning Credit (LLC) — for qualified expenses. However, as a new case shows, expenses must be paid to an eligible education institution. The parents in the new case claimed a credit for costs of their...…
November 28, 2017
Bitcoin and Cryptocurrency: Simple Agreement for Future Tokens (SAFT) and Initial Coin Offerings (ICO)
A SAFT is basically the commercial instrument used to convey an investor’s rights in the token before the token has its full functionality. For instance, let’s say that a company wants to bring a token to market. Before that token is fully functional, ...
November 28, 2017
Friedman LLP Launches New Cyber Security Practice
Top 50 accounting and advisory firm, Friedman LLP, is expanding its service offerings to include cyber security consulting with the launch of Friedman CyZen LLC ("CyZen"), a wholly owned company of Friedman. The goal of CyZen is to bring peace of mind ...
November 28, 2017
Boston Launches Program to Boost Credit Scores of Residents
The initiative is created and executed together with LISC Boston and the United Way of Massachusetts Bay and Merrimack Valley. It will also offer a pilot program with the Boston Medical Center, which will include credit-building assistance as an ...
November 28, 2017
Small Business Optimism High, But Concerns Persist
60% of small business owners (SBOs) feel current business conditions are good or excellent. Moreover, Capital One’s Small Business Confidence Score tracking overall small business sentiment on the economy, hiring plans, future financial positions ...
November 28, 2017
RubinBrown LLP Acquires Real Estate Accounting Practice FLS Group
RubinBrown LLP, the nation’s 46th largest accounting and business consulting firm, is joining together with Chicago-based FLS Group, LLC effective December 1, 2017. This combination will allow RubinBrown to grow its national real estate practice with ...
November 28, 2017
7 Tax Tips for Year-End Charitable Donations
Under sweeping tax reform proposals being discussed in Congress, millions of taxpayers may no longer be itemizing tax deductions in 2018. This creates an added incentive to bolster 2017 donations.