Advisory

The CPA’s Guide to Spend Control Advisory

Risk Management April 1, 2026 

The CPA’s Guide to Spend Control Advisory

Your mid-market clients are approving invoices over email, buying without purchase orders, and closing books manually every month. These aren’t just inefficiencies — they’re audit risks, and most CPAs only discover them after the damage is done.

 Conference To Focus On Trends for Financial Advisors

February 25, 2014 

Conference To Focus On Trends for Financial Advisors

The second annual Junxure Advisor Conference will be held at the Las Vegas Four Seasons Hotel from Sept. 15-16, the company's co-founder and president has announced. Junxure provides CRM solutions for financial advisors.

 IFRS Trustees Reappoint Two Board Members to New Terms

February 25, 2014 

IFRS Trustees Reappoint Two Board Members to New Terms

The Trustees of the IFRS Foundation have reappointed Amaro Gomes (South America) and Pat Finnegan (North America) to serve second five-year terms as members of the IASB. The IFRS is responsible for the governance and oversight of the International Accounting Standards Board (IASB).

Isaac M. O'Bannon

 Accounting Firm Makes List Honoring Companies for Training, Development

February 18, 2014 

Accounting Firm Makes List Honoring Companies for Training, Development

Accounting consultancy BKD, LLP has debuted on Training magazine’s annual Training Top 125, which ranks companies based on the excellence of their training and development programs. BKD, the only CPA and advisory firm to appear on this year’s list, was among thousands of applicants vying for a spot on the prestigious list, placing as No.…

Isaac M. O'Bannon

3.8-percent1

February 13, 2014 

Reality Bites: The New 3.8% Net Investment Income Surtax

The specter of the dreaded new surtax on “net investment income” (NII) has turned into reality. For the first time ever, some upper-income taxpayers will have to pay the 3.8% surtax on their 2013 income tax returns. This could be a harrowing experience for some of your clients.

Ken Berry, JD

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February 12, 2014 

System Puts Gathering Client Tax Documents on Auto Pilot

It’s the just the beginning of tax season, but most tax professionals likely already have a digital pile of client returns that are “in progress,” and will likely remain that way for weeks or months. Not because the firm hasn’t gotten to them yet, but probably because they are still waiting on clients to send…

Isaac M. O'Bannon

 Introducing the MyRA: Boom or Bust?

February 11, 2014 

Introducing the MyRA: Boom or Bust?

President Obama didn’t drop any bombshells in his State of the Union address delivered on January 28. But he did unveil a new retirement-saving concept called the “MyRA” (a wordplay on IRA). As the president explained, this account will be designed to encourage retirement savings by workers who don’t have access to employer plans like…

Ken Berry, JD