Advisory
Latest News
Thomson Reuters Launches CoCounsel Integration in ONESOURCE Corporate Tax Solutions
New Jersey Society of CPAs Opens Scholarship Applications for Accounting Students
CPE Webcast Dec. 11 – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems
Emerging Trends in Accounting Education
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 ...
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.
Cybersecurity Becomes Lucrative Market for Big 4 Firms
Risk & regulatory work across the U.S. consulting market grew strongly by 7.8 percent to over $14 billion, but cybersecurity work is what’s really hot for many firms, including the Big Four - as headline-grabbing news stories have struck fear into the ...
Radius Acquires San Francisco Tax Firm
Global growth expert Radius has acquired San Francisco-based Montage Services, a rapidly growing tax and compliance advisory firm. Montage, whose clients include the London Stock Exchange, UniCredit, and Biz Apps, will immediately bolster Radius’ ...
Survey Reveals Traits of Growth-Oriented Bookkeepers
Bookkeepers anticipate growth in the next one to two years and are turning to the cloud in droves, according to the State of Bookkeeping Practices 2016 Survey, sponsored by Bill.com and released today. The survey also reveals that despite offering a ...
Finance and Compliance Costs Increasing for U.S. and Canadian Businesses; Employment Costs Spike
The research also found employment-related costs spiked sharply for the largest companies ($5 billion or more in revenue) to 5 percent of revenue, compared to 1.1 percent in 2015. According to the study, this may be a reflection of the tight market ...
Accounting Firm Baker Tilly Gets New CEO
Shortly after Whitman assumes the CEO role, Baker Tilly will hold a firmwide Stewardship Day on July 14, 2016 to acknowledge Whitman’s election and to celebrate its people. Employees will dedicate the entire workday to community service, giving and ...
Flashback to 1988: Comparing Accounting Firm Standards Then and Now
Back to the Future – Looking Back over Three Decades Recently my clients, Tony Frabotta and Rick David of UHY Advisors, forwarded to me the Summer 1988 issue of The PDI Report. Tongue in cheek, they said to me they were surprised to see that there was another Allan Koltin who also did consulting to […]