RogerRossmeisl
JULY 16, 2023
You may think you don’t need to make any estate planning moves because of the generous federal estate tax exemption of $12.92 million for 2023 (effectively $25.84 million if you’re married). However, if you have significant assets, you should consider establishing a living trust to avoid probate. Probate is a court-supervised legal process intended to make sure a deceased person’s assets are properly distributed.
Nancy McClelland, LLC
JULY 16, 2023
Nancy modeling at the Beehive In Bloom Fashion Show | photo by Zak Jacobson It’s not often I am described as either brilliant or insightful — so it’s a banner day when referred to as both. And what better day than today, the 22nd anniversary of starting my own accounting firm? To celebrate, I am delighted to share a recent interview with CanvasRebel , an online magazine and podcast that highlights voices of small business owners — in their words, “stories about our
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RogerRossmeisl
JULY 16, 2023
If you and your employees are traveling for business this summer, there are a number of considerations to keep in mind. Under tax law, in order to claim deductions, you must meet certain requirements for out-of-town business travel within the United States. The rules apply if the business conducted reasonably requires an overnight stay. Note: Under the Tax Cuts and Jobs Act, employees can’t deduct their unreimbursed travel expenses on their own tax returns through 2025.
Accounting Seed
JULY 16, 2023
CRMIT Solutions, a certified Salesforce and Accounting Seed partner, was founded in 2003 as a Salesforce services company focused on digital transformation to deliver Customer 360. With over 1500 successful implementations under their belt, CRMIT specializes in Salesforce CRM (Customer Relationship Management), business insights, field transformations, and much more.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. But if you’re aiming for the summit, the air gets thinner, and what got you here won’t be enough to get you to the top. 🗻 What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.
RogerRossmeisl
JULY 16, 2023
If you’re considering buying a company, fraud may be the last thing on your mind. Unfortunately, you can’t afford to ignore the possibility that your acquisition target is hiding something — possibly something that will have negative financial and legal implications after the deal is complete. To ensure the transaction is what it appears to be, acquaint yourself with the issues and include a forensic accounting expert on your deal team.
Insightful Accountant
JULY 16, 2023
According to the latest MetLife & US Chamber of Commerce Small Business Index, small businesses are feeling better about the future. Read more here.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Cherry Bekaert
JULY 16, 2023
With billions of dollars in available federal funding, state and local governments can significantly improve the quality of public broadband connectivity services, especially for unserved and underserved populations. As they work to close the digital divide and utilize these funds, governments also face a great need for program integrity and audit readiness solutions that ensure projects facilitate compliance and deliver results.
Insightful Accountant
JULY 16, 2023
Intuit has consolidated pay and tax info into this new QuickBooks Workforce centralized app.
Nancy McClelland, LLC
JULY 16, 2023
It’s been almost a year since our shindig with the Logan Square Chamber of Commerce , clients, and friends — celebrating 21 years of working with small businesses in our community. Today we celebrate our 22nd trip around the sun in this amazing neighborhood, and it’s high time we share all those great memories of the blow-out party that was.
Nancy McClelland, LLC
JULY 16, 2023
It’s been almost a year since our shindig with the Logan Square Chamber of Commerce , clients, and friends — celebrating 21 years of working with small businesses in our community. Today we celebrate our 22nd trip around the sun in this amazing neighborhood, and it’s high time we share all those great memories of the blow-out party that was.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
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