Advisory
Latest...
New Tax Scam Targets Clean Energy Tax Credit
Fewer Workers Planning to Change Jobs
Oklahoma Taxpayers Get Extended Deadline Due to Storms
California Gas Tax Increases
![CFO tech collaboration 1 56f01d5be341a](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/21469/AAEAAQAAAAAAAAaWAAAAJDZkMTgxMDhjLTFiNTYtNDZlYS1hMTVjLTA2OWFlMWUyYThhYg_1_.56f01d5be341a.png)
Old Technology Impairs Firm Billables and Risks Client Retention
Inefficient information-sharing, poor document management and duplication of efforts are costing firms big bucks in terms of billable utilization, growth and client retention.
![Check Presentation CohnReznick 576975a6c31b4](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/22253/Check_Presentation___CohnReznick.576975a6c31b4-768x511.png)
Accounting Firm Tees Off For Charity, Donates $150K
CohnReznick raised and donated a total of $150,000 to the Special Operations Warrior Foundation (SOWF) and the Joe Torre Safe At Home Foundation.
Professionals on the Move – June 16, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
![pc bean counter 1 57617e413b0e9](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/22227/pc_bean_counter_1_.57617e413b0e9.png)
Key Actions Every Accountant Should Perform Daily
Crunching numbers sums up the view many individuals have of the accounting field and it was just that for many years, given the relatively limited amount of data that had to be entered and worked with. Financial reports, after all, only rely on a ...
![investors 1 5564e63dd684c](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/18876/investors_1_.5564e63dd684c-768x512.png)
Watch Your Step! Don’t Trip into Investment Advice
A client asked his CPA for her opinion regarding an investment they were considering. Because the CPA did not have experience with this type of investment, she advised the client to consult with his own financial adviser, but she did not document the ...
Almost 2/3 of Millennials Don’t Have A Credit Card
Overall, the poor and less educated are the least likely to own credit cards. 72% of people who make less than $30,000 per year do not own a credit card, compared to only 18% of those who are card-less and make over $75,000.
![riskmanagement1](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/14077/riskmanagement1_11298606.png)
Asset Managers Increase Focus On Risk Management Coordination
Asset managers continue to struggle with implementing a coordinated risk management approach across their organization, despite risk governance becoming a CEO and board-level priority for asset managers, according to EY's Risk management gaining ...
![stock market 1 575e062d359f4](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/22188/stock_market_investing_in_stocks_1_.575e062d359f4.png)
How Investors Can Salvage Tax Losses With the Wash Sale Rule
Beware of the "wash sale" rule. This rule says you can't deduct the loss from the sale of securities if you buy "substantially identical" securities within 30 days before or after the loss sale. The disallowed loss is added to your basis in the new stock.