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.
September 7, 2017
Charitable Remainder Trusts and Their Cousins: Real Tax Savings for High Net Worth Clients
There are many offshoots of a CRAT, such as a Charitable Remainder Uniform Trust (CRUT). In contrast to a CRAT, the payout provided to the noncharitable beneficiary from a CRUT can be either a fixed amount or a percentage of the FMV of the trust ...
September 7, 2017
As If It Couldn’t Get Any Better for Real Estate Investment Trusts (REITS)
REITs were already a good thing for real estate investments. Now with Rev. Proc. 2017-45, they are even better.
September 7, 2017
Summer Sees Surge of Sales Tax Rate Changes
The report highlights an ongoing sales tax trend of ever-changing and varying sales tax rates across jurisdictions.
September 6, 2017
Should Businesses Monitor Employees Electronically?
In this digital age, the question of whether to monitor employees while they are at work isn’t always cut and dry. While some employers may feel that monitoring is necessary to maintain productivity, employees may feel there is a lack of trust and a ...
September 6, 2017
Hurricane Charity Scams on the Rise
While there has been an enormous wave of support across the country for the victims of Hurricane Harvey, people should be aware of criminals who look to take advantage of this generosity by impersonating charities to get money or private information ...
September 6, 2017
New Cloud EPM System Helps Finance Teams Maximize Corporate Performance
This new release is now fully supported to run on browsers such as Chrome, Safari, Firefox, and Edge. It also includes dramatic improvements across the board such as powerful breakback functionality for added flexibility and accuracy; enhanced ...
September 6, 2017
Moss Adams and Hein & Associates Merge
With offices in Denver, Dallas, Houston and Orange County, this combination will add roughly 300 new personnel to Moss Adams, including 35 partners, bringing the firm’s total headcount to nearly 2,900 in 26 locations.
September 5, 2017
Barbados Tax Firm Joins PrimeGlobal
Both PrimeGlobal and NA Chief Regional Officer, Michelle Arnold, are very pleased to welcome Tailored Tax Solutions on board. PrimeGlobal is among the strongest associations of independent accounting firms in the world, comprised of approximately ...
September 5, 2017
72% of Small Businesses Don’t Have Succession Plan
There may be nothing more certain than death and taxes, but Americans like to push thoughts of that first topic away. Perhaps that’s why almost three-fourths of U.S. small businesses don’t have a succession plan and most small business owners don’t have a will. That’s according to the 2017 Make-A-Will-Month survey by Rocket Lawyer, an...…
September 5, 2017
Study Shows Sarbanes-Oxley Offers Early Warning of Corporate Fraud
Since its passage in 2002 in response to financial scandals that shook the corporate world, the Sarbanes-Oxley Act, or SOX, has been a constant target of criticism. And probably no provision of SOX has provoked more complaints than Section 404(b), ...
September 5, 2017
Survey Pinpoints Costs of New Labor Regulations
As the U.S. Senate and U.S. House of Representatives return to session, a new survey from The Workforce Institute at Kronos Incorporated and Future Workplace reveals it can cost organizations as much as $100,000 each time a federal, state, or even ...
September 5, 2017
IRS Waives Diesel Fuel Penalty for All of Texas Due to Hurricane Harvey
The Internal Revenue Service (IRS), in response to shortages of undyed diesel fuel caused by Hurricane Harvey, will not impose a penalty when dyed diesel fuel is sold for use or used on the highway. This expanded waiver area now covers the entire state...