CPA Practice

FEBRUARY 5, 2024

He specializes in the development, implementation, and oversight of financial, estate and tax plans for high-net-worth individuals, C-suite executives, and affluent families. He has authored many articles and columns for professional journals including the Journal of Financial Planning, Journal of Accountancy, and The Tax Adviser.

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CPA Practice

JANUARY 9, 2024

Top 25 accounting firm Citrin Cooperman has acquired Coleman Huntoon & Brown (CH&B) PLLC, a Chapel Hill, NC-based tax, accounting, and business consulting firm. The New York-based firm also picks up its first office location in the Carolinas as part of the acquisition.

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CPA Practice

JANUARY 10, 2024

Top 30 accounting firm PKF O’Connor Davies has acquired Silver Springs, MD-based Robert Philipson & Co., an accounting, tax, and management advisory firm that specializes in serving private clients through sophisticated tax services. Financial terms of the deal, which became official on Jan. weren’t disclosed.

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CPA Practice

JANUARY 8, 2024

Top 30 accounting firm UHY has entered Massachusetts by merging with Wayland-based CPA firm Paresky Flitt & Co. The combination expands Farmington Hills, MI-based UHY’s presence in the Northeast, as the firm has 10 offices throughout New York, Connecticut, and New Hampshire.

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CPA Practice

JANUARY 31, 2023

Professionals on the Move is a round-up of recent hiring and leadership announcements in and around the accounting profession. Her experience includes helping claim tax credits for clients of all sizes, from startups to Fortune 500. In his practice, he provides accounting and audit services to the construction and non-profit sectors.

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CPA Practice

DECEMBER 19, 2023

Timing is Everything In the complex world of small business finance and accounting, the strategic timing of business filings can be a game-changer. Your clients may want to delay the incorporation process until the new year for several good reasons.

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DentalAccounting

NOVEMBER 12, 2019

New Jersey. New Hampshire. Clearly, the analysis from 24/7 did not take taxes into account as these are probably the highest tax states. If you need a higher level of tax expertise, then we recommend requesting a member of the Dental Accounting Association. California. Minnesota.

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Withum

JANUARY 17, 2024

Premier Sports Network is pleased to announce it has extended its agreement for a second year with Withum, a Top 25 Public Accounting and Advisory firm in the US. Withum is proud to share that Premier Sports Network has extended its agreement for a second year with our firm, a Top 25 Public Accounting and Advisory firm.

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CPA Practice

MARCH 29, 2023

In this year of discussing and rebuilding technology stacks, I was pleased to be invited to the Top Thought Leaders Symposium in New York City on February 20-22, 2023. My colleague Brian Tankersley and I both attended, and we picked up new ideas from our fellow consultants to the profession.

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Shay CPA

DECEMBER 2, 2022

No gross receipts for any tax year before the 5-tax-year period ending with the tax year. Estimated Tax Planning for your Tech Company and Employees . Partnering with financial advisors or your retirement plan and hosting a year-end tax planning session to review 401k, Roth vs. Traditional IRAs.

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CPA Practice

AUGUST 23, 2023

Crowe LLP , a public accounting, consulting and technology firm in the U.S. with offices around the world, has expanded its tax service capabilities serving clients in the private equity, venture capital (VC) and hedge fund space with the recent addition of two new partners to the firm, Gev Khan , CPA, MBA, and Eric Evans , CPA.

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tax consultant Real Estate New York CPA 52

CPA Practice

MARCH 8, 2024

Hertz Herson Announces New Partners Hertz Herson,an accounting and consulting firm based in New York City , is proud to announce that effective January 1, 2024, Peter Blumkin, CPA, CGMA, and Philip T. His expertise spans various tax disciplines, from complex ASC 740 considerations to intricate transfer pricing strategies.

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CPA Practice

NOVEMBER 29, 2023

On December 11-12, the NYU 42 nd Annual Institute on State and Local Taxation, hosted by the NYU School of Professional Studies Division of Programs in Business , will take place at the Westin New York at Times Square. Coverage addresses the complexities arising from the new PTE tax regimes and combined reporting issues.

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New York Tax Connecticut New Jersey 52

Going Concern

JULY 24, 2023

The probe was set up after the PwC tax leak scandal in which a partner marketed confidential information about government tax plans to clients. Steven Wasserman wants everyone to know that the accountant shortage isn’t limited solely to accounting firms. In 2018, we switched accounting firms.

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CPA Practice

MAY 17, 2023

Schneider Downs Expands Strategic and Transaction Advisory Schneider Downs, one of the 60 largest certified public accounting and business advisory firms in the United States, recently added a team of five strategic and transaction advisory consultants to the firm’s Consulting and Business Advisory practice. Schaal brings significant U.S.

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CPA Practice

JANUARY 31, 2023

As social media continues to evolve, tax and accounting firms need to evolve their strategies and tactics to stay ahead of the curve. While many articles promote paid social media marketing, my team at MBS Accountancy has seen great results from organic social media efforts since 2019. and his son, Paul Teutel Jr.

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CPA accounting firms New York tax planning 110

CPA Practice

FEBRUARY 28, 2023

The American Institute of CPAs (AICPA) and CPA.com announced its 2023 Startup Accelerator cohort at a kick-off meeting held at AICPA headquarters in New York. This year’s participants include five early-stage companies pursuing a variety of solutions in audit, accounting, tax and e-commerce.

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CPA Practice

NOVEMBER 9, 2023

Financial and tax software maker Intuit has added new updates to its professional line of products and services, including Intuit Tax Advisor , Intuit ProConnect Tax , Intuit Lacerte Tax , and Intuit ProSeries Tax , for the upcoming tax year.

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Real Estate tax return quickbooks Tax 52

ThomsonReuters

FEBRUARY 6, 2024

Jump to: What is indirect tax? Types of indirect tax The value of indirect tax to tax professionals Differences between direct and indirect tax Tax planning and management is one of the primary areas accountants help their clients. Taxes are either direct tax or indirect tax.

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Going Concern

JUNE 16, 2023

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Last week, PwC named at least 67 current and former staff involved in the leak of government tax plans. Accountants love their jobs.

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CPA Practice

FEBRUARY 8, 2023

The new Orange County professionals will join Andersen’s office in Costa Mesa, while the teams in Des Moines and Pittsburg will be a part of the Chicago Metro and New York Metro practices, respectively.

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Real Estate Agriculture Iowa income tax 52

Withum

NOVEMBER 17, 2022

Most of the income tax proposals in the 2021 “Build Back Better” bill did not make it into the IRA. General Income Tax Planning. Doing so may enable you to claim larger deductions, credits, and other tax breaks for 2022 that are phased out over varying levels of adjusted gross income (AGI). million in 2023).

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tax planning Tax Construction income tax 98

ThomsonReuters

DECEMBER 17, 2021

The Global Minimum Tax is the latest initiative spinning off of the Base Erosion and Profit Shifting (BEPS) initiative from the Organisation for Economic Co-operation and Development (OECD). In a recent report for Checkpoint , Robert Rizzi, a tax partner with Steptoe & Johnson LLP in Washington and New York, noted that U.S.

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ThomsonReuters

JANUARY 16, 2024

There are new tax laws and changes that could affect your business’s year-end tax planning, including the SECURE 2.0 Act, which made some major changes to employee and employer retirement plans that take effect in 2023. Currently, California, Connecticut, Illinois, New York, and the U.S.

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CPA Practice

APRIL 29, 2024

Wrestling with sky-high tax season burnout and subpar work-life balance. During the Intuit Accountants “Better Together” event in New York City, the Intuit ProTax Group brought together tax professionals and industry thought leaders. Struggling to recruit and retain high-quality employees.

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Going Concern

MARCH 18, 2024

Nearly seven years ago, I had dropped out of university, despite good academic results, due to poor mental health and spent the last of my savings self-funding my first AAT course – an internationally recognised accounting qualification. It would be a few more years before I was diagnosed with both autism and ADHD at 23 and 24 respectively.

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CTP

SEPTEMBER 16, 2022

For example, New York has an essential plan for lower-income taxpayers who do not qualify for Medicaid. Another set of tax benefits are available for those who are pursuing higher education : American Opportunity Tax Credit (AOTC). As you now see, tax planning is not just for the wealthy.

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tax planning Tax Real Estate Education 52

CTP

SEPTEMBER 16, 2022

For example, New York has an essential plan for lower-income taxpayers who do not qualify for Medicaid. . Another set of tax benefits are available for those who are pursuing higher education : American Opportunity Tax Credit (AOTC). As you now see, tax planning is not just for the wealthy.

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tax planning Tax Real Estate Education 52

KROST

FEBRUARY 23, 2021

Navigating the ins and outs of US taxes as a US shareholder of a controlled foreign corporation (CFC) has been complex in the last couple of years due to changes in regulations from the IRS. Taxpayers need tax planning to determine the best strategy to mitigate the CFC’s tax liabilities. May Sung, MSA, Tax Senior.

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CPA Practice

AUGUST 31, 2023

Add the retirement conversation to your advisory agenda : Often, clients don’t know what to expect from their accountant or an advisory relationship. Advise your client throughout the year on strategies such as estimated tax payments, early withdrawals from retirement accounts, and the max income limits to qualify to contribute to a Roth IRA.

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CPA Practice

DECEMBER 29, 2023

For accounting for decades, Brian F. And so I think the education market, you know, we’ve had double digit drop offs in accounting. I think there’s a crisis there with the I think there’s a disconnect between what accounting is today and what it will be in five years, and what the programs are training people for.

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Technology quickbooks cpa firm CPA 59

LyfeAccounting

DECEMBER 30, 2020

In fact, the president’s tax returns show he paid just $750 in federal income taxes in 2016 and 2017. And nearly nothing for many years before that, according to reports from the New York Times. So I decided to take a deeper look into it and share how you could also pay very little in taxes with real estate.

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Real Estate Tax income tax Gaming 52

Going Concern

OCTOBER 27, 2023

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. They also expressed doubt IRS would deliver on its promise to not increase audits on those making less than $400,000 per year, promising to hold IRS Commissioner Danny Werfel accountable. “My

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Going Concern

NOVEMBER 25, 2022

FRC to fine Deloitte £440k over 2018 audit [ Accountancy Today ]. KPMG Australia appoints first-ever head of metaverse future [ Accounting Today ]. The accounting veteran adds that a wider lack of staff is causing some to “close their doors to new business,” thus narrowing clients’ options and raising audit fees.

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