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.
December 29, 2016
Portland State University to Offer Master of Taxation
Portland State University’s (PSU) School of Business Administration (SBA) is known for innovation and its collaboration with the business community. Its latest venture, a hybrid online and on-campus Master of Taxation program, is no exception.
December 29, 2016
Is It Time To Change From an S-Corp to a C-Corp?
According to the proposed tax plan by President-Elect Trump, corporate income tax rates would be lowered from 35% down to 15%. Currently, the highest corporate income tax rate is 35% and the highest individual tax rate on qualified dividends is 20%.
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 ...
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?”
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 ...
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 ...
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 ...
December 28, 2016
R&D Spending Moving from Physical Products to Software and Services
By 2020, companies will have shifted the majority of their R&D spending away from product-based offerings to software and service offerings, according to the 2016 Global Innovation 1000 Study from Strategy&, PwC’s strategy consulting business.
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.
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.
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.
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.