BuildYourFirm
APRIL 14, 2020
Want to know about the craft beer and local wine and food industries? Then don’t miss this episode! Join host Hugh Duffy as he talks with Corey Lord, Lord CPAs. The two discuss how he got started in this unique niche. What are some of the pressure points in those businesses? And what are some of his goals for the future? Join us! Want to know about the craft beer and local wine and food industries?
MarkFriedlich
APRIL 1, 2020
Businesses turn to new business models to survive in the face of the COVID-19 pandemic In the last few weeks, the landscape of business has changed in fundamental ways in the U.S. and globally, the breadth and depth of which we can’t yet fully comprehend. These changes have challenged companies to rewrite their forecasts, cut […]. The post Special Report: How COVID-19 is changing business sales tax obligations and enhancing risk [Part 3] appeared first on Tax & Accounting Blog.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
PYMNTS
APRIL 10, 2020
A new IRS portal for coronavirus relief payments has been launched in conjunction with the U.S. Treasury to assist people who don’t typically file taxes. . The non-filer tool can be used by U.S. citizens and resident aliens who are not claimed as dependents and had gross income below $12,200 ($24,400 for married couples) in 2019, according to the IRS site.
DentalAccounting
APRIL 13, 2020
On Tuesday, April 14 th , Henry Schein Professional Practice Transitions has invited Lee Pennington, CPA to discuss Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) programs within The CARES Act legislation. Henry Schein Professional Practice Transitions is the leader in dental practice sales and transitions. Lee Pennington is the owner of R.
Advertiser: Paycor
Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.
PASBA
APRIL 8, 2020
With so many people working from home right now, here are some valuable tips for making the most of this situation for your firm and your clients. Customer experience is everything. Developing process within your firm will make a positive impression on clients. Every client receives the same experience and knows exactly what to expect from you. In addition, developing process increases the efficiency of the team and enables you to deliver in a timely manner, and ensures that nothing is overlo
MyIRSRelief
APRIL 14, 2020
Dear Client: Right now your highest priority continues to be the health of those you love and yourself. But you may have read a letter that I recently sent that summarized the Coronavirus Aid, Relief, and Economic Security (CARES) Act tax provisions. That letter included a brief discussion of the CARES Act’s deferral of and changes to the limit on excess business losses.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
MarkFriedlich
APRIL 1, 2020
The SEC’s new Regulation Best Interest (“Reg. BI”) imposes a set of obligations on broker-dealers when giving advice to retail customers. Reg. BI in part targets transactions involving 401(k) rollovers into an IRA. These tend to be one-shot transactions where the interests of the broker-dealer do not necessarily coincide with the long-term interests of their customers.
PYMNTS
APRIL 10, 2020
The coronavirus pandemic poses an unprecedented challenge to healthcare systems that will likely extend for months — and perhaps even years — to come. More than ever, hospitals and other medical facilities need to focus their resources on healing the sick and avoid getting bogged down by administrative costs and inefficiencies. This brings a longstanding challenge to the fore: Healthcare organizations have long struggled with fraud, waste and abuse (FWA), costing the United States healthcare sec
VetCPA
APRIL 1, 2020
The Coronavirus Aid, Relief and Economic Security Act (CARES Act or Act), which includes cash payments to taxpayers, expanded unemployment insurance, increased funding for healthcare providers, small business loans, and tax relief to businesses. The Act is the third bill from Congress in response to the COVID-19 pandemic. Business tax provisions include an employee retention credit, deferral of payroll tax payments, temporary reinstatement of the net operating loss (NOL) carryback, increased lim
DentalAccounting
APRIL 1, 2020
The Coronavirus Aid, Relief and Economic Security Act (CARES Act or Act), which includes cash payments to taxpayers, expanded unemployment insurance, increased funding for healthcare providers, small business loans, and tax relief to businesses. The Act is the third bill from Congress in response to the COVID-19 pandemic. Business tax provisions include an employee retention credit, deferral of payroll tax payments, temporary reinstatement of the net operating loss (NOL) carryback, increased lim
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.
Patriot Software
APRIL 29, 2020
Do you want to give your employees paid time off from work? If you choose to offer paid vacation days as an employee benefit, you might not know how many to provide. To stay competitive, take a look at the national average vacation time. Benefits of paid vacation time Before we dive into the average […]. The post Use the Average Vacation Time to Build Your Business’s Policy appeared first on Patriot Software.
Katz,Sapper&Miller
APRIL 10, 2020
With property tax deadlines looming, Indiana property owners are looking for relief in the midst of the COVID-19 crisis. From payment extensions to potential assessment adjustments, there are options that could alleviate immediate financial obligations.
MarkFriedlich
APRIL 1, 2020
Whether it’s cloud-based solutions or predictive analytics, technology is helping firms today enhance their performance outcomes in five key ways: Agility, efficiency, growth, profitability and transformation. In Wolters Kluwer’s 2019 survey of tax and accounting professionals, we found that technology has helped firms the most within the areas of profitability and efficiency, but it is […].
PYMNTS
APRIL 10, 2020
Intimidated by the scale and cost of a massive technological overhaul, large financial institutions (FIs) may approach their digital transformation (DX) journeys gradually, targeting various areas of operations to modernize one-by-one. While this strategy can yield results, it can also create silos, hampering a bank’s ability to achieve one of the most vital goals of DX: seamless integration of operations that boost efficiency and improve the end-user experience.
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.
PYMNTS
APRIL 29, 2020
Businesses that borrow money through the federal Paycheck Protection Program (PPP) can expect to be audited before the loans are forgiven, Treasury Secretary Steven Mnuchin told The Wall Street Journal. “One of the things that will be required is you will have to show a payroll report that you actually spent the money on payroll and other items that qualify for forgiveness,” he said.
PYMNTS
APRIL 9, 2020
The COVID-19 pandemic has triggered an unprecedented wave of business closures, placing millions out of work with no telling when they will be back to business as usual. It has also exposed and exacerbated a deeper, more structural problem with the United States economy that has been looming just beneath the surface for some time: A large portion of Americans are living hand-to-mouth and have almost no savings.
PYMNTS
APRIL 23, 2020
The biggest benefactor of the Paycheck Protection Program (PPP) is a Dallas, Texas-based hotelier named Monty Bennett, who has received $59 million from the program intended to help small or medium-sized businesses with the economic crisis. Bennett is the chair of Ashford Hospitality Trust , which manages a number of hotels including Atlanta’s Ritz Carlton and the Marriott Beverly Hills.
PYMNTS
APRIL 12, 2020
JPMorgan Chase is attempting to stave off the oncoming economic downturn by raising the standards on who can borrow from them for the time being, according to a Reuters report. The new standards will make it so customers applying for a new mortgage will need a credit score of 700 or higher and will have to make a down payment of 20 percent of the home’s values.
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.
PYMNTS
APRIL 10, 2020
A quick recovery may be in the cards. But so might a “false start.”. Thursday morning, the U.S. Federal Reserve said that it had launched a multi-trillion dollar lending program that targets smaller businesses, and in a broadened salvo, targets local governments, too. It’s all meant to shore up the U.S. economy, as the fallout from the coronavirus continues.
PYMNTS
APRIL 22, 2020
If your $1,200 federal COVID-19 stimulus payment has been deposited into your bank account by the Internal Revenue Service (IRS), consider yourself one of the lucky ones. An IRS spokesman told PYMNTS that only about 80 million payouts – about half of the expected total – had been issued as of last Friday (April 17). That leaves many taxpayers waiting, but the spokesman couldn’t provide a schedule of when payments will be issued.
MarkFriedlich
APRIL 1, 2020
Marketing tactics to implement today Let’s face it—business owners are always thinking about growing their businesses. And, it usually takes a considerable amount of effort to do so, but we have some tactics you can start implementing today. Proven marketing methods Here are 5 ways to improve your existing marketing strategies: 1. Evaluate your competition […].
PYMNTS
APRIL 13, 2020
For all that has changed dramatically in the last several weeks due to the coronavirus pandemic, consumers are still looking for the same two core offerings in every transaction, no matter what it is or where it takes place: seamlessness and security. An awful lot of other things have changed all around that core, however. Most Main Street businesses are shut down for the time being; workers are away from their offices; and as a result of social distancing, we as a society have concentrated all
Speaker: Frank Taliano
Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.
PYMNTS
APRIL 13, 2020
Three months seems a lifetime ago, pre- coronavirus pandemic, pre-recession, pre-lockdown, pre-bailouts. The stark changes in all facets of daily life for the U.S. (and international) consumer and the businesses that serve them will be center stage as earnings season gets underway, starting, as always, with a slew of big banks. This week, Wells Fargo , JPMorgan Chase , Citigroup , Bank of America and Goldman Sachs will report results for the March quarter and are likely to show volatility, to pu
PYMNTS
APRIL 12, 2020
People with direct deposit on file with the IRS will be among the first to get coronavirus relief funds when stimulus payments start going out this week, according to numerous reports Sunday (April 12). A senior Treasury Department official told NBC News that tens of millions of people using direct deposit will see money by Wednesday (April 15). Initial payments had already started being deposited into bank accounts on Friday night (April 10), the official said.
PYMNTS
APRIL 12, 2020
Italian bank Monte dei Paschi was the victim of a hacking attempt, according to a notice seen by reporters recently, Reuters reported. The state-owned bank did not comment but told clients in an email that the attack was on some of the employees’ mailboxes. Some voicemail messages had been sent as attachments because of the attack. The notice did not say there had been any breach of company data, and it didn’t say if customers had lost anything or what the fraudulent emails had been
PYMNTS
APRIL 1, 2020
Washington State Governor Jay Inslee signed a bill on Tuesday (March 31) establishing specific rules – backed by Microsoft – governing facial recognition software, according to a blog by Bill Smith, president of Microsoft. “This legislation represents a significant breakthrough – the first time a state or nation has passed a new law devoted exclusively to putting guardrails in place for the use of facial recognition technology,” Smith said in the post.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
PYMNTS
APRIL 21, 2020
COVID-19 has changed daily routines around the world as more consumers have had to stay at home, only venturing out into public for necessities. This is leading companies of all kinds to navigate how to reach them remotely. Financial institutions (FIs) are among the entities that are working to securely meet clients where they are through mobile and online channels to complete tasks that would more often be completed in person.
PYMNTS
APRIL 14, 2020
The global pandemic has thrown businesses into an entirely new playing field and left many scrambling to act. Retail demand has risen sharply for items like home cleaning supplies and groceries, while dropping off in other product categories, leaving companies to adjust to these shifting purchasing patterns. Businesses reliant on global supply chains and manufacturers in greatly impacted countries face new hurdles and must seek ways to acquire the items they need.
PYMNTS
APRIL 9, 2020
A deluge of chargebacks is headed toward the payments industry, spurred by the coronavirus, as all areas of the global economy have been upended. In an interview with Karen Webster, Johan Gerber, executive vice president of cyber and security products at Mastercard , said that many companies are being inundated with disputes and cancellations, and with demands to refund consumers’ money — a trend that will branch out from travel and leisure verticals and into other segments.
PYMNTS
APRIL 28, 2020
The second round of Paycheck Protection Program (PPP) funding was an instant replay of the first, as the loan network collapsed from the tsunami of applications from small businesses desperate for relief. . “All of the reports I have around the country is that it’s been a disaster,” Paul Merski of the Independent Community Bankers of America told The Washington Post (WaPo) on Monday (April 27).
Advertiser: Paycor
Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.
Expert insights. Personalized for you.
246 
Let's personalize your content