Insight from experts on current issues for CPA firms, partners, and managing partners.
The following is a reprint, reproduced with permission, from a blog entry by Marc Rosenberg. Our good friends, Kelly and Mike Platt of INSIDE Public Accounting were kind enough to interview me for their fabulous newsletter. They asked my advice on…
This month's Leadership Forum Question is: What is your current observation of the growth of CPA firms? Over the next three years, what do you expect of the growth of CPA firms? Here is a first look at an early response from Joe Tarasco: I’m…
Obamacare has been officially declared the “law of the land” by Paul Ryan, Speaker of the House. Employers must comply with the employer mandate for the 2015, 2016, and 2017 calendar years (and perhaps beyond). Employer mandate requirements include…
This month's Leadership Forum Question is: What is your current observation of the growth of CPA firms? Over the next three years, what do you expect of the growth of CPA firms? Here is a first look at an early response from Marc Rosenberg: What do I…
Attention Employers with 50 – 300 Employees - 586 CPAs Can’t Be Wrong: IRS ACA Penalties Will Be Huge! We recently co-hosted an ACA IRS Employer Reporting webinar that was attended by 700 CPAs. During the webinar, we polled the audience and asked a…
An investor’s first priorities should be 1) to develop an asset allocation strategy that aligns with his or her investment objectives and risk profile, and 2) to select quality securities that support that strategy. Only after that’s done should an…
There are several important ways a CPA can help clients get financing. In this article we will describe some of them and address how CPAs can advise clients on the risk of personal guarantees. Lenders often require a business plan and cash flow…
As we discussed in our previous article, on January 18, the IRS and Treasury Department issued proposed regulations implementing a centralized partnership audit regime set to take effect in 2018. Two days later, the White House announced a temporary…
On January 18, the IRS and Treasury Department issued proposed regulations implementing a centralized partnership audit regime set to take effect in 2018. This new approach to partnership audits was enacted by the Bipartisan Budget Act of 2015 (BBA)…
