March 29, 2022
A new bill in the House of Representatives, the Securing a Strong Retirement Act of 2022, includes a number of provisions for retirement-savers. The proposed legislation has been dubbed “Secure Act 2.0”...
March 28, 2022
One way you can offer more value to your clients starting today is by providing them cost segregation studies. Cost segregation is an accounting method that recognizes the fact that a building depreciates, or loses value, over time due to everyday wear...
March 28, 2022
The new imperatives of work from home drove more change in the long overlooked area of B2B payments than we’ve seen in decades. But there’s more room for improvement. This is a huge market --$22 trillion domestically-- where ...
March 28, 2022
For retirees who turned 72 during the last half of 2021, in most cases, Friday, April 1, 2022, is the last day to begin receiving payments from Individual Retirement Arrangements (IRAs), 401(k)s and similar workplace retirement plans.
March 24, 2022
Technology adoption in B2B payments has reached a new level. COVID and work from home sped up the pace of change, and over the last two years, we’ve seen a dramatic shift toward electronic payments and payment automation.
March 23, 2022
A 35-year-old man has been indicted in North Carolina on charges he invented businesses to qualify for pandemic relief and robbed a bank, then spent the money buying cryptocurrency and paying bills.
March 23, 2022
Overall, the survey found three in four respondents (75%) that sponsor a DC plan made a change to their plan in the last two years and expect to make at least one change over the next two years. An additional 14% of sponsors that didn’t make a change ...
March 23, 2022
Return-to-office plans may lead to more resignations, separate research shows. In a survey of more than 1,000 professionals, half of respondents currently working from home (50%) would look for a new job that offers remote options if ...
March 23, 2022
Many firms have an aversion to change because clients are creatures of habit. Even if new technology can streamline operations and make it easier for clients to work with your firm,, there’s often hesitation before adoption.
March 21, 2022
Globally, more firms are have created or are interested in creating a more diversified selection of services, looking beyond the tax season to offering a variety of advisor services such as forecasting, budgeting, and strategy for their clients.
March 18, 2022
Nonprofit leaders across the country are more concerned about their financial position and staffing than they were one year ago, despite the relative easing of the coronavirus pandemic. The shortfalls have hampered some nonprofits’ ability to deliver ...
![Botkeeper[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2022/03/Botkeeper_1_.62337a526ecf8.png)
March 17, 2022
During a four-month long Beta program, Botkeeper’s client participants took the software through its paces with real-world customer data, perfecting usability, utility, and stability. With user testing now complete, the company will be rolling ...