Firm Management

 Shelly Weir Appointed President & CEO of FICPA

March 8, 2021 

Shelly Weir Appointed President & CEO of FICPA

In her role at the American Hotel & Lodging Association, Weir designed and executed programs that delivered career advancement opportunities and competency attainment for professionals in the hotel sector in order to strengthen the lodging industry ...

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March 8, 2021 

4 Keys to Successful Technology Planning

Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...

Amanda Wilkie

 Anchin, Block and Anchin Opens Long Island Office

March 5, 2021 

Anchin, Block and Anchin Opens Long Island Office

Anchin has long-served clients on Long Island and this new location will enable closer proximity to an increasing number of Anchin's clients, including high net worth families and individuals served by Anchin Private Client, throughout Long Island.

Practice management

March 4, 2021 

How to Increase Your Fees with Current Clients

Make a list of all the services you’ve been providing for your client. This will give you a more precise look into how much work you put into your service. Have you recently expanded your practice to incorporate new services? If the answer is yes, then...

Shahram Zarshenas

 AICPA Submits Recommendations on Employee Retention Credit

March 4, 2021 

AICPA Submits Recommendations on Employee Retention Credit

Following the submission of AICPA’s recommendations, the IRS released guidance on the ERC. However, the guidance failed to clarify whether wages paid to S corporation owners and their actively employed spouses qualify for the ERC if all other ...

Xero

March 4, 2021 

Xero to Acquire Planday

Aligned with Xero’s strategic priority to grow the small business platform, the acquisition of Planday will help more small businesses save time, save money, deal with increasing compliance requirements, support more flexible forms of work, and look ...

 Sal Visca Joins Vertex as Chief Technology Officer

March 4, 2021 

Sal Visca Joins Vertex as Chief Technology Officer

Sal Visca has joined Vertex, Inc. as chief technology officer (CTO) effective immediately. He is responsible for leading the company’s technology strategy, software engineering and innovation roadmap to accelerate growth.Vertex is a global provider of tax technology solutions. Visca brings 30 years of technology and executive management expertise transforming and operating large-scale cloud software businesses....…