Technology June 16, 2026
FINRA Rule 4511 and the 2026 Oversight Report make clear that recordkeeping obligations apply to business communications regardless of channel or format.
May 30, 2016
Back to the Future – Looking Back over Three Decades Recently my clients, Tony Frabotta and Rick David of UHY Advisors, forwarded to me the Summer 1988 issue of The PDI Report. Tongue in cheek, they said to me they were surprised to see that there was another Allan Koltin who also did consulting to...…
May 28, 2016
Offering the most up-to-date EMV security technology, the FreshBooks Card Reader provides dual chip-and-swipe capability to protected small business owners from fraudulent transactions. Credit card information is not stored on the device and is ...
May 24, 2016
Wealthsimple, Canada's leading online investment service, announced they have launched an automated platform for financial advisors to manage their clients' investment portfolios.
May 20, 2016
A crisis is a litmus test for effectiveness of a company's reputation. And the skills, commitment and judgement of management and the board of directors will determine how well the enterprise weathers the storm.
May 19, 2016
With more accounting firms consolidating, the management of multiple offices is becoming a continual challenge for firm leadership.
May 19, 2016
Millennials are now the largest generation of working-age adults in the country, even though their Boomer and X counterparts still take an occasional jab at how the "internet generation" has always had it so easy or is, perhaps, a little out of touch ...
May 17, 2016
SIFMA recently hosted a roundtable on green financing with leading financial services participants and members of Congress to drive a discussion between industry and lawmakers on the role of the capital markets in funding green ...
May 11, 2016
Some 73 percent of controllers say that a technology-driven financial reporting audit helps them assess comparative company performance in their industry. Additionally, more than one-third of respondents say a technology-driven audit improves speed ...
May 11, 2016
Samuel M. Maruca of Covington & Burling LLP has been announced as this year’s recipient of the inaugural recipient of the 2015 Leonard L. Silverstein Award for Distinguished Service in Tax. The award, presented by Bloomberg BNA, recognizes his long ...
May 10, 2016
Intacct Contract and Revenue Management is a new module for Intacct's cloud ERP solution that fully addresses all the upcoming rules for revenue reallocation and expense amortization—using automation, not spreadsheets and a lot of accountants' time.
May 10, 2016
Haskell & White, one of Southern California’s largest independently owned accounting, auditing and tax consulting firms, has been recognized by the Association for Corporate Growth (ACG) Orange County for its many years of community service.
May 4, 2016
Despite the years that have passed since the financial crisis known as the Great Recession, many retirees are still feeling its aftereffects. A new survey from the nonprofit Transamerica Center for Retirement Studies (TCRS) finds that only 45 percent of retirees say that they have either fully financially recovered or were not impacted. Thirty-five percent...…