CTP

NOVEMBER 16, 2023

The American Institute of Certified Tax Planners (AICTP) offers a full-service solution to developing CAS in your firm focusing on the specialization of tax planning. AICTP provides a true roadmap for shifting your business model to support advisory centered client relationships through tax planning and value pricing.

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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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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 Practice

JUNE 8, 2023

Part of this is reflected in CPA Evolution , an initiative to transform the CPA licensure model to recognize the rapidly changing skills and competencies that accountants will require. Another is development of an AICPA-led national strategy to address the CPA pipeline, starting with a detailed Pipeline Acceleration Plan.

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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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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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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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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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LyfeAccounting

OCTOBER 12, 2020

And a large portion of those businesses are opting for Virtual CPAs over local or even in-house CPAs. Why do you even need a CPA? What should you look for in a Virtual CPA? Okay, let’s start with defining what a CPA is. What is a CPA? Reasons Why Businesses Choose Virtual CPAs. Tax Planning.

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CPA Practice

JUNE 8, 2023

The American Institute of CPAs and Chartered Institute of Management Accountants honored eleven CPAs during AICPA & CIMA ENGAGE 2023 in Las Vegas this week. The awards highlight CPA efforts in a specific accounting specialty area, excellence in volunteer efforts or significant contributions to the accounting profession.

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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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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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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. We provided CPA services to a Medicare-certified company that consists of two entities. We primarily focused on preparing taxes and consolidating the books to report tax data properly.

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CPA Practice

JANUARY 11, 2024

Kavanagh joins CohnReznick as Assurance Partner CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, recently announced that Charles (Chuck) Kavanagh , CPA has joined the firm as an assurance partner. DeRose, CPA, CGMA, as its new Managing Director.

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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

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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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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Ryan Lazanis

SEPTEMBER 19, 2023

The Green Leaf CPA The Green Leaf CPA assists leading marijuana, hemp, and CBD businesses in maintaining compliant accounting, tax, and financial practices. Luminary CPA Luminary CPA is one of the accounting firms that offer personalized tax assistance and on-demand bookkeeping services.

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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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CPA Practice

MARCH 1, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss Stanford Tax , which leverages AI to understand your clients’ prior year tax data, features broad integration options, and can import data from thousands of clients in under 10 minutes. SPEAKERS Brian F. Tankersley, CPA.CITP, CGMA, and Randy Johnston.

Technology 111

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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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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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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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CPA Practice

JULY 25, 2023

Field of Study: Business Management and Organization Register Today Presented by Ryan Lazanis , CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Since 2019, he has hosted the weekly “The Unique CPA” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score).

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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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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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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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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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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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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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Going Concern

MAY 5, 2023

Entry-level CPAs in advisory practices are making $11,000 more than CPAs starting out in audit and tax, and $20,000 more than non-CPAs in advisory. The report says CPAs are generally paid more than non-CPAs, but the pay gap between the two shrinks when moving from entry-level to the manager level.

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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. About the Author.

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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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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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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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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.

Account 52

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KROST

APRIL 12, 2022

Whether they are prepared in-house or via an external CPA, GAAP financial statements take extra time, effort, and money to prepare, and they often don’t address things that owners really care about. Rebecca Hickle, CPA , Manager. Have questions about Assurance and Advisory? We’re here to help. Contact us today. About the Author.

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