Latest Articles

AICPA_new 2019_1_.5b1fd9ff31925

June 1, 2021 

AICPA News: June 2021

AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants. A Quarter of American Taxpayers Don’t Have a Financial Plan For some people, submitting their tax return to the IRS is a relief as they put the paperwork out of sight, and out of mind, until next year. Others...…

Mary Girsch-Bock

retirement_accounts

June 1, 2021 

Strenghthen Your Client Relationships with Financial Planning

Marriage, divorce, remarriage, having children, or planning for retirement. All of these events can directly impact your client’s tax returns, so why not take tax preparation a step further by offering your clients a way to better plan for these events? It’s likely that you’re already doing some of the work of a personal financial...…

Mary Girsch-Bock

webcast

May 28, 2021 

A Guide to Earning and Managing CPE Credits

Earning and efficiently managing CPE credits is an essential skill for an accountant. You have to decide which courses to take, make sure they meet the necessary requirements, work it into your schedule, report them and then make sure you are always up-to

AICPA_new 2019_1_.5b1fd9ff31925

May 27, 2021 

New AICPA Chair Focuses on Next Generation of Accountants

Pirolli, a CPA who also holds the Chartered Global Management Accountant (CGMA) designation and the Certified in Financial Forensics (CFF) and Personal Financial Specialist (PFS) credentials, was elected to the one-year AICPA volunteer post by the ...

ghostbusters

May 27, 2021 

What “Ghostbusters” Can Teach Us About Conversations

Being intentional is a key to many successful habits and here it plays a major role again. The first step is to make connecting with your peers is to make it a priority. Each day spend 15 minutes twice a day to call someone and have a conversation.

AICPA_new 2019_1_.5b1fd9ff31925

May 27, 2021 

AICPAs Seeks Feedback on Insurance Entities Working Drafts

The FASB accounting standard on Long-Duration Contracts makes targeted improvements to the existing recognition, measurement, presentation, and disclosure requirements for long-duration contracts issued by an insurance company. FinREC and the AICPA ...

Coronavirus Checks Payments Stimulus

May 27, 2021 

IRS Sends Out 1.8 Million More Covid Stimulus Payments

The announcement covers the most recent two weeks of the effort brings the total disbursed so far to nearly 167 million payments. They represent a total value of approximately $391 billion since these payments began rolling out to Americans in batches ...