RogerRossmeisl
DECEMBER 3, 2023
If you have a tax-saving flexible spending account (FSA) with your employer to help pay for health or dependent care expenses, there’s an important date coming up. You may have to use the money in the account by year-end or you’ll lose it (unless your employer has a grace period). This amount will be increasing to $3,200 in 2024.
RogerRossmeisl
OCTOBER 24, 2023
It can be done though an Achieving a Better Life Experience (ABLE) account, which is a tax-free account that can be used for disability-related expenses. law made changes that will allow more people to be eligible for these accounts, beginning in 2026. Anyone can contribute to an ABLE account. The SECURE 2.0
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RogerRossmeisl
NOVEMBER 6, 2023
For eligible individuals, a Health Savings Account (HSA) offers a tax-favorable way to set aside funds (or have an employer do so) to meet future medical needs. The post Evaluate Whether a Health Savings Account is Beneficial to You appeared first on Roger Rossmeisl, CPA.
RogerRossmeisl
MAY 5, 2023
If your business suspects fraud, engaging a forensic accountant to investigate, zero in on a perpetrator and gather evidence that can be used in court, is generally money well spent. Call a Forensic Accountant appeared first on Roger Rossmeisl, CPA. In fact, the faster fraud is found, the less your company is likely to lose.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
How do you know if your accounting team is ready to automate the month-end close? Field of Study: Accounting. Join us in this informative webinar, where we share the top 8 signs that indicate that a team has outgrown all existing tools and may be ready to embark upon month-end close automation. Recommended CPE: 1 CPE.
Accounting Today
NOVEMBER 30, 2023
The Internal Revenue Service is warning taxpayers to be on the lookout for charity fraud as accountants look to advise clients on how to detect and avoid fraud.
Accounting Today
DECEMBER 1, 2023
The Institute of Management Accountants is rolling out a new Financial and Managerial Accounting Associate certification that requires no prerequisites like a college degree.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Field of Study: Accounting. Let’s rediscover the power of reconciling the balance sheet, the best way to approach the work, and the pitfalls to avoid when preparing or examining reconciliations. 1 CPE credit will be provided for qualifying participants. Recommended CPE: 1 CPE. Program Cost: $0. Program Knowledge Level: Overview.
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Every company, no matter its size, must address its finance and accounting requirements. This guide looks at the finance function for companies at different stages, and the types of issues and challenges that they face when they fail to build agile, scalable accounting and finance operations from the start.
Speaker: David Bergstein, Chief Innovation Officer at Bergstein CPA
In the accounting profession, the post-COVID business model is surely on everyone's minds. Join David Bergstein, Chief Innovation Officer at Bergstein CPA, as he shares insight on the accounting landscape, new trends, and practical tips for reevaluating your company's positionality.
Speaker: Javier Goldin, Managing Partner at Goldin Group LLC
The accounting profession has been moving from transactional to advisory work. In this webinar you will learn: How important are face to face relationships for an accounting firm? Advisory work is based on relationships and an ongoing dialogue. The pandemic has forced many firms into a remote environment.
Speaker: Dixie McCurley, Principal, Digital Advisory at Cherry Bekaert LLP
In this post-COVID world, clients are reevaluating their expectations as far as an in-person relationship with their CPAs and accounting professionals. What a supplemental "gig economy" looks like for an accounting firm. Why outsourcing can help yield growth by augmenting your current model.
Speaker: Jeff Epstein, Operating Partner at Bessemer Venture Partners, & Aneal Vallurupalli, CFO at Airbase
They will share details on how small accounting and finance teams can support the data requirements of teams across an organization and provide actionable examples of how to tell a story with the numbers. With this, decision-makers can be better informed with data that provides perspective and insights.
Speaker: Nadia Asoyan, VP of Finance at Trusted Health, and Amer Ali, VP of Finance at Netlify
We’ll also explore how to evaluate accounting software to ensure that your tech stack works for your company’s needs today, and that it will scale into the future. Learn about the automation mindset behind some of the most efficient companies.
Speaker: Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown
Accountants are the “Trusted Professionals.” Gain an awareness of some of the unique technologies that are ready to take the accounting profession to the next level. As trusted professionals, clients “expect” us to deploy best practices around privacy and security. The recent pandemic forced change onto our profession. and more!
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