Technology June 16, 2026
FINRA Rule 4511 and the 2026 Oversight Report make clear that recordkeeping obligations apply to business communications regardless of channel or format.
June 8, 2016
With a quick push of the Scan button, ScanSnap Cloud automatically classifies scanned data into four categories: documents, receipts, business cards and photos. Customers can simply set profiles for each category by selecting the cloud service of ...
June 8, 2016
– Guest Opinion – The combination of limited access to capital, complex and time consuming financial processes, and the lack of confidence in business data has stifled growth and job creation in small businesses — the biggest sector of our global economy. But the financial web, which incorporates a network of organizations sharing financial data,...…
June 8, 2016
So what factors influence a person's ability to obtain life insurance coverage? Family medical history, life expectancy, risk factors (such as high blood pressure or elevated cholesterol), and lifestyle (for example, smoking status) may play a role.
June 8, 2016
An overwhelming majority of small to medium business owners in the U.S. self-finance their own businesses, and a majority of those SMB owners have struggled with cash flow gaps.
June 8, 2016
After being disabled last spring, Get Transcript Online is now available for all users to access a copy of their tax transcripts and similar documents that summarize important tax return information.
June 8, 2016
The research also found employment-related costs spiked sharply for the largest companies ($5 billion or more in revenue) to 5 percent of revenue, compared to 1.1 percent in 2015. According to the study, this may be a reflection of the tight market ...
June 7, 2016
I’m probably the millionth person to form a list of important leadership qualities, but I wanted to share what I have learned from working with CPA firms for over 20 years.
June 6, 2016
Americans are not proactively addressing the financial implications of living longer. Only a fraction (21%) say they have increased their savings while more than 4 in 10 (44%) report having taken no steps at all.
June 6, 2016
Trust is a major factor when a prospect is making a buying decision. Prospects who don’t believe in the integrity of a company and/or the reliability of its products will rarely, if ever, become buyers. And when you lose your customers’ trust, you ...
June 6, 2016
Revenue Procedure 2016-33, posted on IRS.gov, along with temporary and proposed regulations published last month in the Federal Register, carries out legislation enacted in late 2014 requiring the IRS to establish a voluntary certification program for ...
June 6, 2016
The recipients, all talented CPAs age 40 and under who hold the Certified Information Technology Professional (CITP) specialty credential, were announced at the AICPA's Practitioners Symposium and Tech+ Conference in Las Vegas.
June 6, 2016
Eighty-eight percent surveyed believe that payments fraud will become a bigger threat to the financial services sector over the next two to three years. Despite this anticipated increase, just one in 10 attendees felt that an effective ...