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 In Firm: 2017 IT Predictions and 2016 Results

December 29, 2016 

In Firm: 2017 IT Predictions and 2016 Results

With another year end (and tax season) rapidly approaching, it’s time to once again dust off the magic crystal ball and cobble together our 2017 CPA Firm Technology and Production predictions. This listing will hopefully provide you with fresh insight ...

Roman Kepczyk

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December 28, 2016 

Are Third-Party Systems in Control of Your Firm and Clients?

The ever-present risk of cyber attacks and the growing reliance on vendors due to the cloud model suggests that all types of companies ask: “Who's really operating your systems?” And “What is the cybersecurity risk associated with working with vendors?”

 Mortgage Applications Rise Despite Worsening Rates

December 28, 2016 

Mortgage Applications Rise Despite Worsening Rates

Even though interest rates on home loans have ascended to the highest level in more than two-and-a-half years, new mortgage applications still accelerated. Loan applications during the week ended Dec. 16, as measured by the Market Composite Index ...

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December 28, 2016 

Many Companies Unprepared for Changes to Accounting Standards

The new accounting standard goes into effect starting at the end of 2017, but the influence of the new guidelines will impact companies much earlier, as any customer contract that extends beyond the start date will be affected. Furthermore, impacted ...

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December 28, 2016 

Forecast Shows Monumental Tax Policy Changes in 2017

Tax reform is a subject of great debate in Congress. President-elect Trump's economic goals hinge largely on overhauling current tax law and House Republicans are expected to move legislation shortly after Inauguration Day. Later in the year, the ...

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December 28, 2016 

Study Finds Incentive Pay on the Rise for Family Offices

The report finds that just 30 percent of participants currently offer long-term incentive plans, while C-suite employees who receive such benefits are enjoying median awards ranging from 20 to 50 percent of base salary.

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December 28, 2016 

SmartVault Launches e-Signature Solution

SmartVault’s e-signature solution is powered by RightSignature and gives SmartVault customers a convenient and efficient way to request signatures on documents directly from the SmartVault Connected Desktop and SmartVault Portal.

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December 28, 2016 

2017 CPA Exam Review Now Available

Roger CPA Review has launched its 2017 course materials to prepare CPA candidates for the new, more challenging CPA Exam. Over the past two years Roger CPA Review has invested more than $4.5 million in Research and Development for products and services.

 New W-2 and 1099 Filing Deadlines Have Employers Scrambling

December 28, 2016 

New W-2 and 1099 Filing Deadlines Have Employers Scrambling

The filing changes were included in he Protecting Americans from Tax Hikes Act (PATH), Act, signed by President Obama in the waning days of 2015. These provisions were enacted to simplify matters and improve protection against fraud.

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December 28, 2016 

7 Tax Breaks That Might End Soon

The massive tax law passed at the end of the last year—the Protecting Americans from Tax Hikes (PATH) Act – retroactively preserved a number of expired tax breaks for individuals and businesses, making many of them permanent. But a handful of other ...

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December 27, 2016 

The Top Tax & Accounting News Stories of 2016

The last year saw a very prolonged and aggressive presidential primary and general election, along with many long-lasting news issues that will certainly affect our economy, small businesses and taxpayers for years to come.