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.
August 30, 2017
7 Smart Reasons for Your Payroll Clients to Use Time Clocks
Time clocks are simple to implement; in many cases they integrate with your current payroll software. They also provide an additional revenue stream for your firm, in addition to other benefits we’ll explore in this post.
August 30, 2017
New Email Options for EFTPS Users
Electronic Federal Tax Payment System (EFTPS) users now have the option to receive emails from the IRS about their electronic tax payments. You can sign up for payment status emails by visiting eftps.gov/eftps.
August 30, 2017
Estate Planning Part III – Bypass Trusts
In the final part of my estate planning series, I would like to tackle more complicated themes that build on the first two parts. The first thing that I would like to discuss in this article is a trust that was once used frequently before portability.
August 30, 2017
Estate Planning Part II – When You’re Not Subject to Estate Tax
Just because you don’t have a taxable estate doesn’t mean that you shouldn’t do estate planning. If you die without an estate plan, then you die testate, meaning your assets will be divided up according to state law. Everyone needs some sort of an ...
August 30, 2017
Estate Planning Part I – Passing Along Your Business to Your Children
Most business owners want the same thing; they want to pass on their business to their kids. Others may want to sell the business, and some just want to give it away. However, all these options have unique tax concerns that must be considered.
August 30, 2017
Don’t Miss Out on IRC §1202 Stock
First of all, to qualify as IRC §1202 Stock, the stock must be in a domestic C-Corporation. The stock cannot be held by an S-Corporation or a limited liability company (LLC). Another caveat is that the corporation may not have more than $50 million in ...
August 30, 2017
IRS Tips on How to Protect Clients and Small Businesses from Cyber Threats
The IRS, state tax agencies and the tax industry are offering several important tips for how tax professionals can get started protecting their clients and their business from cybersecurity threats.
August 30, 2017
Whitepaper Examines Best Practices for Companies Transitioning from Emerging Growth Status
Financial Executives Research Foundation and Donnelley Financial Solutions, Inc. today released a white paper examining best practices for companies that are maturing out of Emerging Growth Company (EGC) status per the JOBS (Jumpstart Our Business ...
August 30, 2017
New Features Added to Abila MIP Advance and True Fund Accounting
Highlights of the new release include a revamped dashboard user experience to support visual reporting across a variety of charts and key performance indicators (KPIs), intuitive data entry and new integrations for improved cash receipt management, ...
August 30, 2017
MAG-FILER – E-file your 1099s and W2s
One program imports, prints, and E-files. Data can be entered or imported, printed to blank forms for your recipients, and e-filed according to the IRS or SSA specifications. Pricing: $364 Download version $404 Flash Drive mailed.
August 30, 2017
While Congress Stalls, State and Local Governments Increase Employer Regs
From healthcare reform to paid leave, major legislation on such issues at the federal level may be far off as Congress likely pivots its focus to tax reform and a government spending bill. With the federal regulatory picture uncertain, many state and ...
August 29, 2017
New System Uses AI to Automate Invoices and AP
Tipalti scans invoices from emails and then automatically populates the required fields such as invoice number, supplier, quantity, and rate - including data in 27 languages. Once an invoice is added to Tipalti, the optical character recognition (OCR) ...