CapataCPA

NOVEMBER 12, 2020

Year-end Tax Planning With the year coming to a close, now is an important time to be thinking about ways to save on taxes for 2020 and possibly 2021. Year-end tax planning and projections are especially valuable this year as new guidance was released on the Tax Cuts and Jobs Act (TCJA) as well as the.

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Ryan Lazanis

MARCH 14, 2023

If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. I’ll also draw on my personal experience from selling my online accounting firm just a few years ago. Let’s go!

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CPA Practice

AUGUST 22, 2023

The firm provides accounting and auditing, income tax planning and preparation, estate planning and compliance, investment consulting, and business advisory services to middle-market companies and high-net-worth individuals.

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cpa firm CPA income tax California 52

CPA Practice

JUNE 13, 2023

Farmington, MI-based top 30 accounting firm UHY continues to grow in its home state by merging in CPA firm Baird, Cotter & Bishop PC. The firm concentrates heavily in government audits in Michigan—it has audited more than 100 local units of government over the past two years.

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CPA Practice

NOVEMBER 30, 2023

Since July, Eide Bailly has also merged in Phoenix CPA and tax planning firm Secore & Niedzialek , Seattle CPA firm King & Oliason , and California accounting firms Bessolo Haworth and Raimondo Pettit.

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Technology cpa firm CPA California 64

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

SEPTEMBER 18, 2023

He was tireless—and successful—in his commitment to making the accounting profession better for all of us,” said Gail Perry, CPA, editor-in-chief of CPA Practice Advisor. Robert Keebler, a partner at Green Bay, WI-based CPA firm Keebler and Associates, called Kess “a wonderful man and one of the visionaries of the profession.” “Sid

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Bharmal&Associates

SEPTEMBER 4, 2020

From individual tax planning services to complex corporate consulting engagements, we are ready to be your full-service CPA firm. With years of experience as a professional service organization, we offer a wide range of services for businesses and individuals. Star Average on the platform.

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CPA Practice

FEBRUARY 28, 2023

“The Accelerator program has been instrumental in helping us stay ahead of emerging trends while connecting CPA firms with leading-edge solutions uniquely tailored to meet the evolving needs of the profession.”

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KROST

AUGUST 17, 2021

Los Angeles-based CPA Firm, KROST CPAs and Consultants, welcomes Evelyn Fernandez, CPA, MST , as a new Principal. Evelyn has over 15 years of experience in the public accounting profession, providing strategic advice and tax planning to her clients.

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ThomsonReuters

JUNE 15, 2021

Starting your own CPA firm may seem like a distant fantasy, but with barriers to entry lower than they’ve ever been, it could be closer than you think. Most small CPA firm owners have years of experience working for larger firms and find themselves wanting to utilize that experience to serve clients in their own way.

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RogerRossmeisl

OCTOBER 25, 2020

Heralded as containing the most sweeping changes in decades, new rules such as the 30% Business Interest Limitation and the 20% Qualified Business Income deduction have turned tax planning on it’s ear. The post Working with an Existing Auto Dealer for the First Time appeared first on Roger Rossmeisl, CPA. well, eye-opening.

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CPA Practice

DECEMBER 13, 2023

The following five strategies can help firms leverage tax season and increase client retention throughout the year. Integrating guiding questions into your tax planning sessions can tease out information that identifies areas where you can offer your client advisory services that help them meet their goals.

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Going Concern

JANUARY 30, 2023

Financial Times ] The man who led the Tax Office’s crackdown on multinational profit shifting says revelations about the PwC tax leak offer a “once-in-a-lifetime” opportunity for the agency to “get rid of the drivers of tax planning” by targeting accounting firms that provide aggressive taxation advice.

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CPA Practice

JUNE 8, 2023

This focus applies to current practice areas, through successful ongoing efforts such as the Enhancing Quality Initiative, and an expansion into newer areas such as data governance, tax planning and environmental, social and governance (ESG) reporting, assurance and advisory services. Accelerate the profession’s digital capabilities.

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ThomsonReuters

FEBRUARY 27, 2024

Creating a CPA firm around flexibility Heit describes how a former group of colleagues had started an accounting firm around the same time she began her photography business. Initially, she worked as a contractor for a former colleague, and by the fall of 2017, she launched her own firm,  ModernCPAs. “I

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CPA Practice

JULY 31, 2023

Morris has over 10 years of public accounting experience in various areas of tax compliance and consulting. He is experienced in working with the management of closely held businesses in implementing tax-planning strategies, as well as providing private equity and capital groups with tax forecast, advisory and compliance-related services.

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Ryan Lazanis

SEPTEMBER 19, 2023

The Allen CPA Firm Located in Houston, TX, The Allen CPA Firm is a forward-looking provider of tax, accounting, and business consulting services. Performance Financial, LLC Performance Financial is an accounting firm that offers year-round proactive tax planning advice and services.

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CapataCPA

JANUARY 20, 2021

One of the provisions of the CARES Act was the Employee Retention Credit, which provides payroll tax credits available for employers, including tax exempt organizations who retained employees during. The post Employee Retention Credit appeared first on CPA firm in Orange County, CA | CAPATA.

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RitaKeller

FEBRUARY 7, 2022

It’s December, we have tax planning to do. It applies to CPA firm leaders: IN OR OUT. We have too many things to catch up on in November. It’s January, we will have to wait until after April 15. Often, some of these decisions get delayed for years!

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CPA Practice

JANUARY 11, 2024

He earned a BBA, Accounting, and MS, Accountancy, from the University of Notre Dame, is a licensed CPA in Connecticut, and has experience with Oracle and Hyperion. BWK responds to increased demand, grows staff by 20% in 2023 Minneapolis CPA firm Barton, Walter & Krier, P.C. BWK) recently expanded its staff by 20%.

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CPA Practice

MARCH 1, 2024

Now, you may recall in other podcasts, we’ve discussed with you the benefits of portals for CPA firms and industry businesses alike. So you can see what was, you know, in that category last year, so I’m going to pick on myself as an example here, because I own multiple businesses and have a lot of things on my personal tax return.

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CPA Practice

JUNE 8, 2023

Joseph is a highly experienced CPA/PFS with many years of experience in the accounting field. Throughout his career, he has specialized in tax compliance and planning, trust analysis, estate and gift tax planning, and investment partnerships.

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ThomsonReuters

JUNE 15, 2022

Now more than ever, your tax and accounting staff require a robust system or framework that leverages technology so that they can keep up with regulatory developments in a timely manner. Top CPA firms have long understood the need to elevate their staff from being tax preparers to tax advisors.

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CapataCPA

JANUARY 12, 2021

The post PPP2 Application Forms Released appeared first on CPA firm in Orange County, CA | CAPATA. . $35 billion has been set aside specifically for those who are applying for a PPP loan for the first time, and another $15 billion has.

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RitaKeller

OCTOBER 13, 2020

There is so much more to do so that your firm can fully adapt to the new normal. Here’s my story of the classic procrastination scenario inside a busy CPA firm. It goes something like this: It’s tax season, we can’t possibly take the time to update our performance feedback process.

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Basis 365

APRIL 28, 2022

Tax planning is a key component of running a successful business in order to reduce either your corporate or individual tax liability. Since all entities are taxed differently, effective tax planning will vary based on your business structure. What are Common Strategies Based on My Entity Type?

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CapataCPA

JANUARY 7, 2021

It is important to know that Prop 19 will only affect the property taxes and reassessments of the property; it will not take away the step up in basis for inherited properties. The post California Passes Proposition 19 appeared first on CPA firm in Orange County, CA | CAPATA.

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California cpa firm CPA Tax 52

Going Concern

MAY 26, 2023

PwC to remove staff involved in Australia tax leak scandal from govt work [ Reuters ] PricewaterhouseCoopers (PwC) has agreed to remove staff with links to the leak and use of confidential Australian tax plans from government work, a senior government official told an inquiry on Thursday. appeared first on Going Concern.

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public accounting Account accountant accounted 76

LyfeAccounting

OCTOBER 12, 2020

You see, a good CPA or CPA firm can help you with the following things to make sure your business is in great financial health: Cash Flow & Expense Management. Tax Planning. Tax Audits. Budget Planning. You’d be better off looking for another Virtual CPA. Financial Monitoring.

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CPA Practice

JULY 25, 2023

Prior to starting Tri-Merit, Randy was managing partner of a CPA firm in the greater Chicago area. He has more than 35 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies.

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KROST

MAY 24, 2022

Kimberly Hoang, CPA , Manager. Kimberly is a Tax Manager in the tax department at KROST. Her areas of focus include tax planning and compliance for small to medium size businesses – sole proprietorship, partnerships, corporations as well as high net-worth individuals. Full Bio.

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Going Concern

MAY 5, 2023

“We’ll see how those trends unfold overtime as the economy continues to shift,” says Adam Batechlor, chief strategy and innovation officer at the Pennsylvania Institute of Certified Public Accountants (PICPA), which conducted the survey of more than 300 CPA firms in the state with Hinge Research Institute.

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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. Now into its third round of hearings, the inquiry heard from consulting giants Deloitte, EY and Accenture, as well as other experts and former consultants.

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KROST

FEBRUARY 23, 2021

Thus, most Opportunity Zone investors can benefit from adding cost segregation to their tax planning. The Opportunity Zone rules only apply for Federal tax purposes; therefore, if a taxpayer purchases a property with no debt, they have no basis for Federal purposes. However, this is not true for state purposes.

Real Estate 52

Real Estate Delaware Tax tax planning 52

Anders CPA

JANUARY 8, 2024

Smaller firms with under five partners will have a bookkeeper who knows QuickBooks or some other accounting software or look for support from a dedicated law firm bookkeeping service; they might also be getting some dedicated help with tax planning already. 9, which means they had more partners than staff.

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Account accountant accounted Non-Profits 52

Anders CPA

JANUARY 8, 2024

Smaller firms with under five partners will have a bookkeeper who knows QuickBooks or some other accounting software or look for support from a dedicated law firm bookkeeping service; they might also be getting some dedicated help with tax planning already. 9, which means they had more partners than staff.

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