Latest Articles

December 9, 2020 

It’s harvest time again. Traditionally, at the end of the year investors realize or “harvest” capital losses or gains from sales of securities to secure tax advantages. And, with the tumultuous times we’ve experienced in 2020, there are more ...

Ken Berry, JD

December 9, 2020 

Anduin, a new technology company helping accounting firms streamline accounts receivable with artificial intelligence, has announced the official launch of the company and its Intelligence-Based Billing platform to unlock time and money for ...

December 9, 2020 

The coalition points out in the letter that “...for many Americans, the global pandemic has created obstacles preventing many taxpayers and their advisors from timely filing returns or making timely payments despite their best efforts.

December 9, 2020 

CPA firms reaffirmed their value to small business clients in 2020, even as they reshaped the way they deliver their services, said Erik Asgeirsson, president and CEO of CPA.com.

December 9, 2020 

SurePrep and Legible have joined forces to automate Virtual Currency and Crypto Tax compliance for professionals. This partnership ensures tax professionals have the tools and technology necessary to meet the expected increase in compliance activity ...

December 9, 2020 

Accounting firms must embrace new technology to continue to enhance their value for clients. In a recent survey, 66 percent of accountants said their firms needed to utilize technology more to compete. Advances in technology can provide new ...

December 9, 2020 

Global tax software provider Sovos has acquired LTtax, a New York-based provider of payroll withholding and unemployment tax software serving some of the largest retailers, financial institutions and insurers operating in the United States.

December 8, 2020 

Low rates of household formation since the Great Recession have caused 5.7 million "missing" households, a new Zillow analysis finds. These missing households represent people who historically would have moved into their own home but have been unable...

December 8, 2020 

This year also marks the 30th anniversary of the passing of the Americans with Disabilities Act (ADA). The ADA prohibits discrimination against individuals with disabilities in all areas of public life, including jobs, schools, transportation and ...

December 8, 2020 

Normally, retirees in their seventies or older arrange to receive required minimum distributions (RMDs) from retirement accounts at the end of the year. Otherwise, they could be held liable for a severe tax penalty, on top of the ...

Ken Berry, JD

December 8, 2020 

If the turmoil of 2020 has shown businesses anything, it’s that they should have been better protected and most businesses could have benefited from more insurance and more money. The pandemic and riots have forced thousands of businesses into ...

December 8, 2020 

Leadership is the cornerstone of your firm’s future. A question all firm owners should be asking is: how is your firm’s foundation for ensuring long-term success and growth?