Firm Management
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Tax Pros Now Required to Use Multi-Factor Authentication to Protect Client Data
Taxpayers Claimed $8 Billion in Inflation Reduction Act Tax Credits for Clean Energy and Efficient Home Improvements
Mortgage Rates Drop to 6.55 Percent; Biggest Drop in 2 Years
Vertex Acquires ecosio To Accelerate Global E-Invoicing Compliance
NY Firm Escapes the Office After Tax Season
One Long Island-based tax and business advisory firm discovered a unique and fun way to show appreciation for their employees and celebrate the end of a busy tax season. For the second consecutive year, accounting and business advisory firm Margolin ...
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How One Accounting Firm Created An Industry Niche
Michael Bohinc is a CPA, a baseball nut and the son of a plumber, so he combined these parts of his background as he developed an industry niche focused on plumbing and HVAC (heating, ventilation and air conditioning) contractors.
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Withum Names Three New Partners
The large national accounting firm WithumSmith+Brown has announced the promotion of three senior managers to the position of partner. Ryan Babiak, Joseph Cassano and Shawn P. Gillon are the newest partners to join the firm’s growing corporate leadership team, effective July 1, 2018. New partner bios can be viewed here. “Ryan, Joe and Shawn represent […]
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3 Steps to Identify and Fix Bottlenecks in Your Firm’s Workflow
Every change we face — and we face a lot in the tax and accounting profession — inserts many variables and decision points that must be accounted for. However, a good process and supporting toolset that gives you visibility into your workflow can ...
Game of Loans: Managing Debt for Young CPAs
The latest numbers on student debt in the U.S. are not pretty. 70 percent of 2017 college graduates left school with loan debt1 $39,400 average total student loan debt amount1 $351 average monthly student loan payment1 What’s more, studies show 73 percent of millennials are in debt… 68 percent report debt has negatively impacted their […]
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Armanino Launches Risk Assurance and Advisory Services
Armanino LLP has launched a combined Risk Assurance and Advisory Services practice to enhance its ability to offer a wide range of risk and compliance solutions to clients. The move brings an innovative approach to compliance with a ...
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EY Survey Shows How Leaders are Winning the Digital Transformation Race
According to a new commissioned study conducted by Forrester Consulting on behalf of Ernst & Young LLP (EY), companies that deploy broad-based, customer-centric approaches generate the greatest value and maturity relative to their overarching digital ...
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Securely Sharing Client Documents: It’s Time to Consider a Portal
How does your firm exchange important financial documents with clients? Do clients send earnings statements and tax documents by regular mail, or perhaps as email attachments? In the event of an audit, how are PBC (prepared by client) supporting documents delivered? Finally, how does your firm exchange documents requiring client signature? Tax and financial documents […]