Latest Articles

December 10, 2021 

The RMD is based on the taxpayer’s life expectancy and their account balance. Often, a trustee will use Form 5498, IRA Contribution Information, to report the RMD to the recipient. For most taxpayers, life expectancy used to calculate the RMD is based ...

December 10, 2021 

This year’s food drive easily surpassed 2020’s food drive collection of $25,000 in online contributions and approximately 1,000 pounds of nonperishable food items and canned goods. Since 2010, the NJCPA has donated more than 20,000 pounds of food ...

December 10, 2021 

I know I sound like a broken record when other tax pros ask me about the “busy” in busy season. My response? “The Berg Advisors' busy season runs smoothly with few surprises.”

December 10, 2021 

Briggs & Veselka was founded in 1973 in Houston and today has more than 330 professionals and four offices in Houston, Austin, The Woodlands and El Campo, Texas. It is the largest locally owned accounting firm in Houston and ranked nationally as a top ...

December 9, 2021 

We start the new year, busy season takes hold, then we make some time to relax in the summer, we get busy in the fall again and prepare for family gatherings, and the year-end approaches and we’re back to the start of another cycle.

December 9, 2021 

If Covid has taught us anything, it’s maybe we don’t need to be so busy like before. Before the pandemic, there were always too many things to do, too many clients to see, and never enough time in the day. Finding work-life harmony seemed to be a ...

Amy Vetter

December 9, 2021 

Before March comes and we feel overwhelmed, an hour of effort now can save 100 hours when it really counts. While you may not be able to find more people, you have options to intentionally navigate this path forward and have a successful busy season.

Garrett Wagner

December 8, 2021 

AICPA News is a roundup of recent announcements from the institute.

Isaac M. O'Bannon

December 8, 2021 

One of the challenges associated with team learning is that everyone is at a different level. Some people are great with technology; others know everything about compliance. And sometimes, people don’t want to let others know they’re struggling with a ...

Paul McDonald

December 7, 2021 

Like 2020, the year 2021 is ending in the midst of a pandemic. Though recovery is in sight, and many businesses have long since adjusted to the chaos brought forth in 2020, there are still some challenges faced by taxpayers, and by accountants and CPAs. The question is, how should you best prepare for this...…

Mary Girsch-Bock

December 7, 2021 

According to a survey, finding qualified staff was the top issue for every firm-size segment except sole practitioners, and most expect staffing to continue being a top issue in the next five years.

Mike D'Avolio

December 7, 2021 

Canopy, a cloud-based practice management platform for accounting professionals, has received $35 million in Series BB funding, led by Ten Coves Capital along with significant investments from current investors NewView Capital, Pelion Partners, Tenaya ...