Advisory April 8, 2026
AI Slop Survey: A Third of Workers Rarely Check AI Output Before Using It
Some workers report consistently reviewing AI-generated output, while others rely on it with minimal checking.
June 22, 2016
5 Tips For Accountants Before Renewing Professional Liability Coverage
Here are 5 tips (and a bonus!) from CPA Mutual to help CPA leaders pay attention when it’s time to renew their policies.
June 22, 2016
Evangelista to Lead NY Accounting Foundation
David Evangelista, CPA, a nationally-known employee benefit plans advisor and auditor, was recently elected president of the Foundation for Accounting Education’s (FAE) Board of Trustees.
June 22, 2016
Study Shows Millennials Views On Credit Cards
Contrary to the popular wisdom about Millennials being debt-averse and using debit cards or checking accounts, a new survey by analytic software firm FICO shows Millennials want credit cards and use them regularly.
June 21, 2016
Old Technology Impairs Firm Billables and Risks Client Retention
Inefficient information-sharing, poor document management and duplication of efforts are costing firms big bucks in terms of billable utilization, growth and client retention.
June 21, 2016
Accounting Firm Tees Off For Charity, Donates $150K
CohnReznick raised and donated a total of $150,000 to the Special Operations Warrior Foundation (SOWF) and the Joe Torre Safe At Home Foundation.
June 16, 2016
Professionals on the Move – June 16, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
June 15, 2016
Key Actions Every Accountant Should Perform Daily
Crunching numbers sums up the view many individuals have of the accounting field and it was just that for many years, given the relatively limited amount of data that had to be entered and worked with. Financial reports, after all, only rely on a ...
June 15, 2016
Watch Your Step! Don’t Trip into Investment Advice
A client asked his CPA for her opinion regarding an investment they were considering. Because the CPA did not have experience with this type of investment, she advised the client to consult with his own financial adviser, but she did not document the ...
June 13, 2016
Almost 2/3 of Millennials Don’t Have A Credit Card
Overall, the poor and less educated are the least likely to own credit cards. 72% of people who make less than $30,000 per year do not own a credit card, compared to only 18% of those who are card-less and make over $75,000.
June 13, 2016
Asset Managers Increase Focus On Risk Management Coordination
Asset managers continue to struggle with implementing a coordinated risk management approach across their organization, despite risk governance becoming a CEO and board-level priority for asset managers, according to EY's Risk management gaining ...
June 13, 2016
How Investors Can Salvage Tax Losses With the Wash Sale Rule
Beware of the "wash sale" rule. This rule says you can't deduct the loss from the sale of securities if you buy "substantially identical" securities within 30 days before or after the loss sale. The disallowed loss is added to your basis in the new stock.
June 10, 2016
Cybersecurity Becomes Lucrative Market for Big 4 Firms
Risk & regulatory work across the U.S. consulting market grew strongly by 7.8 percent to over $14 billion, but cybersecurity work is what’s really hot for many firms, including the Big Four - as headline-grabbing news stories have struck fear into the ...