Firm Management July 10, 2026
Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
November 4, 2021
Intuit ProConnect Launches The Path to Advisory Guide
Staffing challenges, compliance obligations, technology advances and world events are changing the way tax professionals work. The in-depth guide offers testimonials and coaching tips from Intuit Tax Council Members who have made the move towards ...
November 3, 2021
Avalara Partners with Shopify to Solve Duty and Import Taxes for Merchants
Part of Shopify Markets, the new duty and import tax feature natively uses Avalara technology and content to generate landed cost pricing to determine duty and import tax requirements for more than 180 countries. Avalara also announced the expansion ...
November 3, 2021
The Pandemic and Employers – Unforeseen Events and Unforced Errors
Employers have rarely, if ever, been confronted with challenges as difficult or unique as they have faced over the past 18 months. The Coronavirus pandemic has been one of those once-in-a-lifetime events that no one, especially employers, ever wants to...
November 2, 2021
AICPA News – Nov. 2021
AICPA News is a round-up of recent announcements from the AICPA.
November 2, 2021
The Most Common Types of Expense Fraud – And How AP Automation Can Prevent Them
In new research from Beanworks on the State of Accounts Payable, we found that a whopping 61% of finance professionals said their department has encountered employee expense abuse. Today, employers are faced with the challenge of providing a ...
November 2, 2021
IRS Issues 430,000 More Unemployment-Adjusted Income Tax Refunds
The Internal Revenue Service recently sent approximately 430,000 additional tax refunds totaling more than $510 million to taxpayers who paid taxes on unemployment compensation excluded from income for tax year 2020.
November 2, 2021
Till Death Do Us Part: Down To The Last Penny – Financial Tips for Newlyweds
Getting hitched is an exciting milestone. This means even more major life changes – perhaps a four-legged friend, a sleek car, a new home, or children are all things that you might share and experience. And what do all of these things have in common? A price tag and potentially some different financial points of...…
November 1, 2021
Withum Adds Childcare Expense Reimbursement Program as Benefit for Firm Staff
The policy outlines that childcare expenses are for qualifying dependents 12 years old or younger or up to 21 years of age for children with a disability. Additionally, the first $5,000 of this benefit, combined with a Dependent Care FSA, is tax-free.
November 1, 2021
Modernizing Outdated Areas of Your Firm – What to Know
Modernizing your firm holds many benefits. For instance, when your clients have a consistently positive experience with your firm, the more likely they’ll return and continue paying for your services. They’ll even share the top-notch service they ...
October 28, 2021
AICPA Advocates on Behalf of Businesses that Benefit from the Employee Retention Credit
The American Institute of CPAs (AICPA) has sent a letter to Congressional leadership on the Senate Finance Committee and the House Ways & Means Committee concerning a provision of the Infrastructure Investment and Jobs Act which, if enacted, would terminate the employee retention credit by sunsetting its benefits three months early, effective October 1, 2021....…
October 28, 2021
Patriot Software Secures Series-A Funding Round
Founded in 2002, Patriot Software self-funded its growth for many years. In addition to spinning off its former subsidiary, Top Echelon Software, Patriot raised millions in capital through Private Placement and Regulation D stock offerings led by ...
October 27, 2021
Trust and Empowerment: Two Keys to Emerging Unscathed from the Great Resignation
The most important step a leader can take to meet employees where their values are is to establish a culture of trust and empowerment. I only have to look at my own career to see how much this impacts employee and company performance.