Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Tax Planning December 29, 2023
Should You Elect to Forgo Preferential Tax Treatment on Capital Gains and Dividends?
Depending on your situation, you might elect to forgo preferential tax treatment on certain long-term capital gains and qualified dividends in favor of deducting investment interest expenses.
Accounting Technology Lab Podcast December 29, 2023
The Accounting Technology Lab Podcast – Tech Predictions for 2024
Randy Johnston and Brian Tankersley, CPA, talk about the technology changes and new products they expect to see in the coming year.
Accounting December 28, 2023
AICPA News – Dec. 2023
AICPA News is a round-up of recent announcements from the American Institute of CPAs.
Taxes December 28, 2023
Treasury Proposes New Regs for Advanced Manufacturing Production Credit
The guidance provides rules for the production of eligible components and sale to unrelated persons, as well as special rules that apply to sales between related persons.
Taxes December 28, 2023
How to Get the Most Tax Benefits from a Roth IRA
Under the “ordering rules” established under IRS regulations, most of the payout of a nonqualified Roth distribution may be tax-free anyway—maybe even all of it.
Advisory December 27, 2023
Five Ways Offering Advisory Services Can Help You Escape the Accountant’s Trap
Advisory clients have a very high retention rate. This means that, once you get a handful of clients, you won’t have to spend your time looking for new clients.
Taxes December 27, 2023
Gift Tax Exclusion Increases for 2024: How to Get the Most Benefit
The annual gift tax exclusion allows you to gift up to a specified amount to each recipient each year without any gift tax liability.
Taxes December 27, 2023
Reminder: Deadline for Retirement RMDs is Dec. 31
For 2023, the age at which account owners must start taking required minimum distributions goes up from age 72 to age 73.
Small Business December 27, 2023
Wrong Size? Retailers on Track to See $743 Billion in Merchandise Returns for 2023
According to the report, for every $1 billion in sales, the average retailer incurs $145 million in merchandise returns. Online sales do see a higher return rate, with 17.6% or $247 billion of merchandise purchased online returned.
Taxes December 27, 2023
IRS Issues Guidance on Tax Credit for Clean Hydrogen Production
The Inflation Reduction Act (IRA) of 2022 provides a production credit for each kilogram of qualified clean hydrogen produced by a taxpayer at a qualified clean hydrogen production facility.
Accounting December 27, 2023
AICPA Wants Changes to the Labor Department’s Retirement Security Rule
About 138,000 AICPA members advise individual, family and business owner clients on personal financial planning matters.
ESG December 25, 2023
Less than Half of U.S. Workers Are Satisfied with Response to Social Change Issues
Most workers prefer that an organization take internal action rather than public action to address an issue.