Handling Client Information - The Do's & Don'ts - TaxAct ProAdvance
Megan Monaghan
OCTOBER 18, 2022
In this article, TaxAct Professional breaks down what you can & cannot do with your clients' tax information. Learn more now
October, 2022
130 
Email Blunders That Cost Accountants Time and Money
Lockstep
OCTOBER 12, 2022
Email is a necessary evil for accounting teams. It’s the primary way we communicate with our colleagues, vendors, and customers. But it can also be a huge source of frustration – especially when things go wrong.
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Deadlines, Deadlines, Deadlines.Understanding the Nuances to Maintaining Your Sales Tax Calendar
TaxConnex
OCTOBER 19, 2022
Sales tax, unlike other types of taxes, has many deadlines, not once or twice a year, but often every month and it doesn’t fall on the same day for every business, or state.
An Accountants Guide To Successful Document Management | Canopy
Canopy Accounting
OCTOBER 19, 2022
Document management is a core element of every accounting project, but it can quickly become a headache if you don’t have a good system in place. Here are a few key things to keep in mind as you create your document management strategy. Practice Management
The Power of Storytelling in Risk Management
Speaker: Dr. Karen Hardy, CEO and Chief Risk Officer of Strategic Leadership Advisors LLC
Join this exclusive webinar with Dr. Karen Hardy, where she will explore the power of storytelling in risk communication as a core component of a resilient organization's management framework!
5 Steps to Get on Track While Tracking Business Expenses and Income
Patriot Software
OCTOBER 27, 2022
As a small business owner, you are likely familiar with recording and keeping an eye on transactions. However, are you thoroughly monitoring business expenses and income? Learn the steps to take for tracking business expenses and income and the importance of tracking them below.
Don’t Let Tax ID Thieves Steal Your Refund
RogerRossmeisl
OCTOBER 23, 2022
Any form of identity theft can be costly, unsettling, and take months — sometimes years — to fully recover from and repair. But tax-related identity theft can be particularly disturbing because it involves the IRS, about which many people already harbor suspicion and anxiety. Although the IRS has taken significant steps in recent years to help minimize the occurrence of tax-related identity theft, this type of fraud continues to occur. Here’s how to avoid becoming a victim.
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E-File vs. Paper File: The Advantages and Disadvantages You Must Consider
Patriot Software
OCTOBER 26, 2022
In this digital era, it may seem surprising that there is an option to file a paper tax return. But before you kick the idea of paper filing to the curb, consider the advantages and disadvantages of e-File vs. paper file below.
Cash flow vs Trial Balance. Which one to trust?
Simple Accounts
OCTOBER 19, 2022
Cash flow and Trial balance are two different yet connected terms that are familiar to everyone involved in the business. Discussions have been going around for a very long time to decide which is better or which one to trust.
The Widening of the Tax Gap is the IRS’s Fault, Says the IRS
Going Concern
OCTOBER 31, 2022
Accounting Today reported on Friday: The estimated gross U.S. tax gap increased to $496 billion annually for tax years 2014 through 2016, a rise of over $58 billion from the prior estimate — and the Internal Revenue Service estimates the gross tax gap will rise to $540 billion for 2017-2019.
M&A negotiations and sales tax liability
TaxConnex
OCTOBER 6, 2022
It’s a common scenario: A company has decided to sell, then due diligence turns up a $2 million risk in past sales tax obligations and compliance. The buyer looks to secure against the risk via escrow – on the conservative, high side – and requires the seller to mitigate the risk.
Automating Vendor Bills: Solving Six Major Pain Points for Small Businesses
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Small business owners are looking to reduce manual work and manage people more efficiently. Manually keying invoice data, approving invoices and losing or hiring staff are just some of the pain points they experience when managing vendor bills.
5 Must Haves to Scale your SaaS
Lockstep
OCTOBER 21, 2022
Scalability, Scalability, Scalability !! . When we talk about Scalability, the first things that come to our mind are a large userbase, few million requests per second, huge volumes of data , and so on.
The Future of the Dealer Franchise
RogerRossmeisl
OCTOBER 23, 2022
As posted to the Bellavia Blatt YouTube Channel on 9/30/22 (Run Time: 17 min, 52 sec) With automakers speeding toward electrification, many are more than hinting at a new distribution model for those electrified vehicles involving customers ordering vehicles online. Are dealers at risk of being cut out of the sales process?
Los Angeles Tax Services – Local tax firm serving all Southern California
MyIRSRelief
OCTOBER 3, 2022
If you own a property, a business, or are employed, you’ll likely have to pay taxes. According to the 16th Amendment in our Constitution, individuals are required to pay taxes from income sources. Taxes can be broken down into three categories: what you purchase, what you own, and what you earn.
IRS to target abusive ERTC claims
Accounting Today
OCTOBER 7, 2022
Tax credits Tax fraud IRS Tax Tax regulations
Statement of Cash Flows vs. Cash Flow Statement
Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker
Join Wayne Spivak, experienced CFO and corporate finance expert, for an insightful discussion on managing cash flow and company profitability.
How to Build Monthly & Yearly Budget & Forecasts with Power BI
Acterys
OCTOBER 28, 2022
If you’re a finance manager or CFO, you know how important it is to have a clear and accurate picture of your company’s budget. After all, the budget is what allows you to make key decisions about where to allocate your resources and how to maximize their utilization.
Tricky items for sales tax (Part 3)
TaxConnex
OCTOBER 27, 2022
Our Halloween-month look at tricky items concludes with a natural: candy. Consumers are expected to spend more than $3.1 billion on candy this Halloween.
More Email Blunders That Cost Accountants Time and Money
Lockstep
OCTOBER 19, 2022
We all know how frustrating email can be. Sometimes it just doesn’t work as you want it to. In Part I Email Blunders That Cost Accountants Time and Money of this series, we took a look at some of the most common email blunders that can cost accountants time and money.
Fraud and Internal Controls in Small Business
SMBAccountant
OCTOBER 19, 2022
Each year the Association of Certified Fraud Examiners puts out a report that identifies trends and key findings related to fraud over the past year. Some of the highlights seem unreal as you look at them for the first time.
Everything You Need to Know About Crypto
Speaker: Ryan McInerny, CAMS, FRM, MSBA - Principal, Product Strategy
This exclusive webinar with Ryan McInerny will teach you all about cryptocurrency and NFTs! Register to learn more about identifying crypto transactions, crypto asset market trends, managing risk and compliance, and supporting customers and partners using crypto-based payments.
FTB Audit Representation by California State Taxing Authority
MyIRSRelief
OCTOBER 28, 2022
In case you were not aware of what the FTB is, it is the California board that is responsible for collecting all of the personal income tax and business franchise taxes that are assessed every year for people and companies in California.
IRS hires 4,000 employees to help with next tax season
Accounting Today
OCTOBER 27, 2022
IRS Tax Charles Rettig Tax season
Tips for Relocating Your Small Business
VetCPA
OCTOBER 14, 2022
Is your business thinking of moving to a new location? No need to worry, we got you covered with some tips for the journey! Why are you relocating? It’s important that you first consider why it is necessary to change your location.
What was new in September for state sales and use taxes
TaxConnex
OCTOBER 25, 2022
There’s always something changing in the world of tax, especially sales tax. Here’s a review of some of the recent changes and updates. Inflation bites.
Exploring the Overlap: Cost Optimization and Digital Transformation
Speaker: Alex Jiménez, Managing Principal, Financial Service Consulting for EPAM
The largest banks have increased reserves for protection against deteriorating economic conditions. Should banks delay their digital transformation investments and focus on cost reductions? In this webinar, Alex Jiménez will walk us through that question and examine the prudent course of action.
Happily Ever After - Achieving a Fairy Tale Month-End Close | CFO.University
Nancy Wu
OCTOBER 12, 2022
A Professional Community of Member-Scholars, Companies and Trusted Advisors committed to the education and development of Chief Financial Officers
Shifting Competencies in Project Mangers
SMBAccountant
OCTOBER 7, 2022
The field of project management is constantly evolving to meet the needs of the modern workplace. Tools, techniques, and competencies that were prioritized when hiring or leading a project have shifted, especially in the past 20 years.
California State FTB Audit Representation
MyIRSRelief
OCTOBER 28, 2022
In case you were not aware of what the FTB is, it is the California board that is responsible for collecting all of the personal income tax and business franchise taxes that are assessed every year for people and companies in California.
Deloitte launches artificial intelligence initiative
Accounting Today
OCTOBER 1, 2022
Artificial intelligence Deloitte Technology Collaboration
The Anti-Money Laundering Act of 2020: Initial Catalysts, Current Implications, and Future Impacts
Speaker: Elizabeth "Paige" Baumann, Founder and CEO of Paige Baumann Advisory, LLC
In this session, Elizabeth “Paige” Baumann will cover the Anti-Money Laundering Act of 2020, which also includes the Corporate Transparency Act. She'll take a deep dive into the catalysts that brought on the act, the current implications of the act, and what impacts the act has on the future of banking and finance.
Connecticut Paid Family Leave and What to Know
Patriot Software
OCTOBER 10, 2022
Connecticut joined the paid family leave states when employers began handling Connecticut paid family leave contributions in 2021. Time has flown by and it’s now 2022. What does that mean? Employees in Connecticut can now apply for benefits from the state’s paid family leave program.
Tricky items for sales tax (Part 2)
TaxConnex
OCTOBER 18, 2022
Our Halloween-month look at tricky items for sales tax continues here with a few items it’s hard to live without…. Clothes. Clothing is taxable in most states and the District of Columbia. Some states (of course) have special sales tax rules for clothing.
Young Accountant Narrowly Misses the Tragedy of Working For Grant Thornton
Going Concern
OCTOBER 10, 2022
Someone on r/accounting posted this over the weekend and I thought it worth sharing because it reminds everyone of two very important facts when it comes to recruiting: 1) never bank on a verbal offer and 2) don’t work for Grant Thornton.
Common Accounting Mistakes New Business Owners Make | Canopy
Canopy Accounting
OCTOBER 31, 2022
Starting a new business is a pretty exciting time for any new business owner. The idea that they are beginning something great empowers them to work their hardest and do their very best to have a successful business.
How Automation Can Streamline Your Month-End Close Process
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Start the new year with powerful automation for your month-end close and reconciliation process. See how automation can change the trajectory of the close, buy back time, instill more confidence in the results, eliminate administrative headaches and be audit ready.
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