Advisory

November 21, 2018 

This is the time of year that lists are made (and checked twice). It’s also a great time for CPAs to consult with clients and offer much-needed year-end advice. Here’s a year-end checklist for critical end-of-year tasks to get your clients in top shape...

November 19, 2018 

Value pricing is a way of billing a client for services provided based on the value of the service (or advice) instead of the number of hours spent. Consider one of your clients calls for tax advice on how to structure a real estate transaction.

Jim Boomer

November 18, 2018 

AAL provides numerous bespoke advisory and financial solutions. The firm, which includes three partners, specializes in corporate services, trusts and estates, investment managers and advisors, alternative investment funds, family offices ...

November 18, 2018 

The HITRUST Alliance is a not-for-profit organization whose mission is to champion programs that safeguard sensitive information and manage information risk for organizations across all industries and throughout the third-party supply chain.

November 15, 2018 

5 Types of Clients CPA Firms Should Avoid By Cathy Whitley and Mark Walicki. Emily Ryan was a hard-working CPA who in the early days of her career began doing the tax work of an up-and-coming actor.* Over time this actor became a big star nationally but continued to stay connected with those who had...…

November 15, 2018 

The IRSAC is a federal advisory committee that provides an organized public forum for discussion of relevant tax administration issues between IRS officials and representatives of the public. IRSAC members offer constructive observations regarding ...

November 15, 2018 

Scavuzzo was recognized for leading Marcum’s digital transformation and his advocacy of leveraging technology to ensure the firm maintains long-term competitiveness in a rapidly accelerating technology landscape.

November 13, 2018 

For accountants, the two key important words in the above description are “ledger” and “technology”. Accountants have deeply understood ledgers for centuries. They have been leveraging technologies for decades. Therefore, Blockchain, is not a ...

November 12, 2018 

For many accountants, value pricing sounds like a great way to boost a firm’s bottom line. However, many firms have not been able to experience the benefit; in fact, many have found that despite its promise, value pricing had a limited application ...

Div Bhansali

November 8, 2018 

This year marks Baron’s 21st consecutive and final Users’ Conference keynote, as he will be leaving the business at the end of the year. Baron joined Thomson Reuters in 1992 and has been managing director of the Professional segment of the Tax & ...

November 7, 2018 

Emerging innovations such as data analytics, cloud-based technology, and web-based audit solutions are transforming financial audits. Thomson Reuters Enterprise Cloud Audit Suite, including its products such as Checkpoint Engage and AdvanceFlow,, ...

November 6, 2018 

All of this year’s FVS Standing Ovation honorees hold the Certified in Financial Forensics (CFF) or Accredited in Business Valuation (ABV) specialty credential, with more than a quarter holding both.