Firm Management November 4, 2026
How Small CPA Firms Can Create Polished Marketing on a Budget
For small accounting firms, marketing often becomes the thing that gets squeezed between client work and deadlines.
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.
November 28, 2017
Tax Identity Theft and Your Clients: 5 Steps to Finding Peace
With the Equifax data breach exposing the personal identifiable information (PII) of 143 million Americans this year, we will need to be prepared to receive and answer more concerns than ever from our clients about tax related identify theft this ...
November 28, 2017
Host Analytics Adds New Modeling and Dashboard Capabilities
The solution aligns financial plans with operational plans in areas of sales, marketing, and supply chain, for accurate, big-picture financial planning and analysis across the organization to drive peak performance. New modeling capabilities ...
November 27, 2017
ITA Announces New Board of Directors
Allen Smith of Baker Tilly elected Board Chair; Stacy Schuettler of LBMC is new Board Vice-Chair.
November 25, 2017
Small Businesses a Big Part of Holiday Shopping Season: Small Business Saturday Nov. 25
Small Business Saturday is held annually on the Saturday following Thanksgiving. Now entering its eighth year, the day is embraced by independent merchants of all kinds—from traditional brick and mortar retailers to service providers to e-commerce ...