Accounting Today

MARCH 14, 2025

The accounting profession, long regarded as a meticulous and data-driven field, is undergoing a significant transformation.

Technology 59

Technology accounted Account accountant 59

CPA Practice

MARCH 14, 2025

In most cases, retirees who turned 73 in 2024 must begin receiving payments from Individual Retirement Arrangements (IRAs), 401(k)s and similar workplace retirement plans by Tuesday, April 1, 2025.

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payroll 109

Accounting Today

MARCH 14, 2025

The median unclaimed tax refund from 2021 is $781, but it has to be claimed by April 15.

Tax 113

Tax 113

CPA Practice

MARCH 14, 2025

A six-month stopgap funding bill cleared the Senate on Friday afterenough Democrats crossed the aisle to vote to end debate, defying intense pressure from the left wing of their party.

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Government accounted Account accountant 109

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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Accounting Today

MARCH 14, 2025

The term forensic audit is an oxymoron, and its use is not only wrong, it's dangerous, at least as far as our world is concerned.

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audit accounting firms accounted Account 76

CPA Practice

MARCH 14, 2025

Wealthy individuals often set up an irrevocable life insurance trust (ILIT) to avoid federal estate tax on large insurance policies. But a small misstep could lead to a tax disaster.

Tax 96

Tax income tax 96

CPA Practice

MARCH 14, 2025

Summer is approaching and it seems vacation homes are falling out of favor with homebuyers, according to arecent reportfrom the real estate company Redfin.

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Real Estate income tax Tax 71

Accounting Today

MARCH 14, 2025

Smith + Howard launches new business office services practice; G.T. Reilly & Co. promotes pair of directors; and more news from across the profession.

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CPA Practice

MARCH 14, 2025

As leaders of state CPA societies across the country, we want to set the record straight and provide clarity on what these changes mean for the profession and its future.

CPA 64

CPA accounting firms accounted Account 64

Accounting Today

MARCH 14, 2025

EY rolls out Blockchain Analyzer for smart contract reviews, Intuit launches Tap to Pay for iPhone users, AuditBoard unveils new AI-driven features, and other accounting tech news.

Technology 69

Technology Account accountant accounted 69

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CPA Practice

MARCH 14, 2025

BlackLine has introduced two new distinctionsGrowth Accelerator and Innovationto spotlight partners making transformative contributions to customer growth and digital finance innovation.

Finance 52

Finance accounted Account accountant 52

Accounting Today

MARCH 14, 2025

Managers at Deloitte and Ernst & Young have instructed staffers to prepare for more work in the kingdom.

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accounted Account accountant 40

MyIRSRelief

MARCH 14, 2025

Running a veterinarian animal hospital in Los Angeles is a callingsaving pets in Santa Monica, treating strays in East LA, or performing surgeries in the Valley. The rewards are profound, but the business side is a grind: long hours, high overhead, and a tax landscape thats anything but gentle. When the IRS sends an audit notice targeting your animal hospital, its a joltscrutiny over income, deductions, or payroll that could unravel years of hard work with back taxes, penalties, and stress.

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Hospitality audit Tax payroll 130

Randal DeHart

MARCH 14, 2025

In a rapidly evolving digital landscape, it's easy for construction business owners to overlook the power of offline marketing. However, effective offline strategies remain crucial in building relationships, enhancing brand visibility, and generating leads. In this digital age, offline marketing often creates more meaningful connections than digital efforts.

Construction 81

Construction 81

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. 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 (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). 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.

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Withum

MARCH 14, 2025

Just as artificial intelligence (AI) will never be able to fully replace human intelligence gathering , it also cannot supersede the benefit of face-to-face interview techniques. Learning how to conduct a successful interview is an essential tool every skilled investigator should master. By interviewing witnesses in person or over the phone, investigators can gain new insights and information they otherwise would not have access to.

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Going Concern

MARCH 14, 2025

Houston-based Weaver (IPA Top 100 #31 with a mere $328 million in revenue) has been busy in India. According to Houston Business Journal , they’re about to get busier: Weaver opened three offices in India in January and will open its fourth location in the country this month. The company has about 165 employees in India, representing about 10% of its current total workforce.

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Account accountant accounted 66

CTP

MARCH 14, 2025

Every year seems to bring with it new tax scams and new challenges in educating our clients on how to tell the difference between a fake and a legitimate tax strategy. When your clients are the ones bringing a supposed tax savings opportunity to the table, you need to be prepared to explain why it is raising red flags for you. This investment in taxpayer education can also help increase your clients sense of your expertise and trust in the tried-and-true tax strategies you are recommending.

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Tax Legal Government Education 52

Anders CPA

MARCH 14, 2025

What is my creative agency worth ? You might turn to Google and search these exact words if you are thinking about selling your agency, applying for financing, preparing for a merger, or restructuring. Likely, you come across rules of thumb that seem to simplify calculating the value of your agency. Determining an agencys value using these rules of thumb is tempting because theyre quick, easy to understand, and inexpensive.

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Non-Profits accounting and finance Finance Maine 52

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.

Finance

CTP

MARCH 14, 2025

When it comes to tax savings opportunities, when is something that sounds too good to be true actually too good to be true? Many taxpayers are unaware of perfectly legitimate options for lowering their tax bills. At the same time, tax schemes are becoming increasingly common, pushed forward by promoters willing to manipulate taxpayers for their own gain.

Tax 52

Tax Legal Government Sales 52

Accounting Insight

MARCH 14, 2025

With the new tax year on the horizon, it’s essential for businesses to stay up to date with any changes that may impact payroll, tax contributions, and financial planning. Understanding what the updates will mean for you and employees will make it that much easier to prepare for any potential adjustments. Itll also give you greater peace of mind as you manage your financial affairs.

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Tax income tax quickbooks B2C 52

Accounting Today

MARCH 14, 2025

A recent lawsuit suggests that IRS leaders who refuse to hand over taxpayer information to the Trump administration are being moved out.

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Tax 124

Accounting Insight

MARCH 14, 2025

According to new research, one in three marketers struggle to follow up leads properly, while almost half (43%) say they cannot qualify leads effectively due to difficulty obtaining detailed information. The data is unveiled in The State of Lead Management in 2025 playbook, launched by leading outsourced communications provider Moneypenny. Based on in-depth research and feedback from over 200 marketing professionals across the UK, the report highlights the evolving landscape of lead management a

accounting and finance 52

accounting and finance Finance Sales Account 52

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.

Finance

CPA Practice

MARCH 14, 2025

In a Tuesday night CBS interview with U.S. Commerce SecretaryHoward Lutnick, the federal official stated President Trump hopes to eliminate taxes for people who earn less than $150,000 a year.

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Tax income tax 114

Accounting Today

MARCH 14, 2025

The Trump administration has been rapidly backing away from the various green energy tax incentives offered under the Biden administration.

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Tax 72

CPA Practice

MARCH 14, 2025

A federal judge in California on March 13 ordered six agencies to reinstate the employment of probationary employees who were fired by the Trump administration.

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California payroll 52

Going Concern

MARCH 14, 2025

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default.

Gaming 52

Gaming audit auditor Georgia 52

Advertiser: Paycor

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CPA Practice

MARCH 14, 2025

President Trump's pick to lead the Centers for Medicare and Medicaid Services, Dr. Mehmet Oz, is set to have his confirmation hearing before senators on Friday, a day after reports surfaced that he may have significantly underpaid Social Security and Medicare taxes in recent years.

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Tax 55