Latest Articles

RoundTable 2017 1 58a25fa751ec6

February 14, 2017 

AICPA President Discusses Trade, Taxation, and Trump

The AICPA leader discussed potential change in the form of workplace demographics (four generations in the workforce simultaneously!), cybersecurity (yes, companies should expect to be audited for their compliance in this area), and blockchain ...

 Are You Over-Confident on Cyber Security Risks?

February 13, 2017 

Are You Over-Confident on Cyber Security Risks?

Every day, more than a million people become a victim of cybercrime, according to Microsoft. I the U.S. alone, $15 billion was stolen from 13.1 million American consumers in 2015, prompting the question of why are Americans so overconfident about ...

home affordability

February 13, 2017 

One Third of Boomers Anxious Over Housing Affordability

30 percent experience anxiety about being able to afford where they live at least once a month, with 42 percent of retirees reporting such anxiety at least once daily. When asked what causes the greatest anxiety, 46 percent of respondents said they ...

 Wave Partners with Small Business Lender

February 13, 2017 

Wave Partners with Small Business Lender

Wave will now offer OnDeck business loans and lines of credit to its customers in the United States and Canada through an offering called “Lending by Wave.”

divorce2 1  58a1c88862581

February 13, 2017 

Women Adapt Better Financial Habits Than Men After Divorce

As marriages sour and couples divorce, there are stark differences in how men and women approach their finances as they prepare for retirement. The survey found they were equally as likely to experience a deterioration of their spending habits ...

 Are Legal Expenses Deductible? Tax Court Says, “It Depends”

February 10, 2017 

Are Legal Expenses Deductible? Tax Court Says, “It Depends”

In the new case, a Seattle bank paid the taxpayer, its president and CEO, a bonus of $612,000. Subsequently, she reported the bonus as taxable income on her 2010 return. A few months after the bonus was paid, the bank terminated the taxpayer’s ...