TaxConnex
NOVEMBER 30, 2021
When you look at the details involved in your sales tax compliance process – preparing and filing returns, updating the filing calendar, managing notices, monitoring nexus thresholds and on and on – it’s easy to see why you need to simplify the process wherever possible. One important factor is consistent, properly formatted data with the necessary data fields.
RogerRossmeisl
NOVEMBER 29, 2021
Do you have a tax-saving flexible spending account (FSA) with your employer to help pay for health or dependent care expenses? As the end of 2021 nears, there are some rules and reminders to keep in mind. An account for health expenses A pre-tax contribution of $2,750 to a health FSA is permitted in 2021. This amount is increasing to $2,850 for 2022.
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BurklandAssociates
NOVEMBER 30, 2021
As concern over global warming grows around the world, VC investment continues to accelerate in Foodtech. The sector positions itself as a sustainable alternative to the existing food ecosystem and Read More. The post Foodtech Investment is Accelerating, Especially in BioEngineered Foods appeared first on Burkland.
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.
TaxConnex
DECEMBER 2, 2021
Many manufacturers, wholesalers, and distributors believe they have minimal sales tax obligations due to the likelihood of sales tax-exempt transactions. However, there are numerous pitfalls to be aware of. Businesses don’t always fit into a “box” as being only a manufacturer, or only a distributor. Many times, a manufacturer is also a distributor. And the terms wholesaler and distributor are often used interchangeably.
RogerRossmeisl
NOVEMBER 29, 2021
For years, banks, financial service and investment companies, and exporters have been required to follow know-your-customer (KYC) processes to thwart criminal activity. Developed to help certain businesses comply with anti-money laundering and anti-terrorism regulations, these programs aren’t mandated for most nonfinancial businesses. But you might want to consider adopting some KYC principles anyway.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
AccountingDepartment
DECEMBER 2, 2021
At this point in the year, budget season is here (or already begun for you) and 2022 planning is underway. Financial teams usually plan to finalize budgeting for the following year in December and the importance of going into a new year with an established budget cannot be overlooked.
xendoo
DECEMBER 3, 2021
The end of the year is a hectic time for small business owners. Between catching their breath after tax season and managing holiday traffic and sales, year-end bookkeeping and accounting tasks understandably fall to the bottom of the to-do list. . Xendoo is here to help you avoid the year-end scramble. Check out our checklist to organize your finances and successfully wrap up the year!
RogerRossmeisl
NOVEMBER 28, 2021
As posted to the Now You Know YouTube Channel on 11/5/2021 (Run Time 29 min, 54 sec, when starting at time code 3:22) Now You Know sits down with legendary automotive engineer Sandy Munro in November 2021 to compare and contrast today’s unfolding Chinese EV rollout with the Japanese vehicle invasion of the 1970s and 1980s. On the Chinese EV business model, Sandy comments, “We’re playing checkers. one move at a time.
GrowthForceBlog
DECEMBER 2, 2021
6 min read. Well, first, there’s no need to get nervous. Watchdogs are actually a good thing. Here’s why.
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.
Withum
NOVEMBER 30, 2021
GE , Johnson & Johnson and Toshiba just announced planned spinoffs and IBM just completed one. These are big and well-known companies so there must be something to this, and perhaps the beginning of a trend. Question: What does this mean to stockholders?
xendoo
NOVEMBER 29, 2021
You’ve been in business for a while, and your next steps require you to obtain a small business loan. Your lender responds to your request favorably but asks to see your company’s recent balance sheet. . With little experience in reading financial statements, this request makes you freeze in your tracks, uncertain of how to express the success of your growing business.
RogerRossmeisl
NOVEMBER 28, 2021
Recent pass-through entity (PTE) tax (AB-150) clarifications from the Franchise Tax Board (FTB) underscore that detailed planning is critical when considering this credit. For an overview of AB-150, also see our initial 8/15/21 post on this subject: “California AB-150 Provides SALT Cap Workaround“ PTE Election The election to pay the tax is: made annually, is irrevocable, and can only be made on an original, timely filed return, including extensions PTE Tax Due Date (2021 Tax Year) F
ThomsonReuters
DECEMBER 2, 2021
QUESTION: Our company has a calendar-year cafeteria plan with a premium payment feature, a health FSA, and a DCAP. Shortly after our open enrollment period closed for the 2022 plan year, several employees asked if they could change their 2022 elections. How should we handle election change requests made after open enrollment has ended but before the new plan year has begun?
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.
AccountingDepartment
DECEMBER 1, 2021
Business owners and CEOs approach us daily regarding their outsourced accounting and bookkeeping because that's our job after all. And while AccountingDepartment.com is not the only outsourced accounting and bookkeeping firm out there , we always encourage inquiring parties to conduct their own research and prepare themselves as best they can for making the shift.
RogerRossmeisl
NOVEMBER 29, 2021
(This is Blog Post #1132). The post What’s Your Education ROI? appeared first on Roger Rossmeisl, CPA.
ThomsonReuters
DECEMBER 2, 2021
IRS Notice 2021-64 (Nov. 30, 2021). Available at [link]. The IRS has issued its 2021 Required Amendments List (RA List) for individually designed qualified retirement plans (including 401(k) plans) and 403(b) plans. This year’s list does not identify any qualification changes that require 401(k) plans to be amended. In fact, it identifies only one change, which only affects financially troubled multiemployer defined benefit plans that received special financial assistance under the American Res
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.
DMCL
DECEMBER 3, 2021
Congratulations to our newest class of (soon to be accredited) Chartered Professional Accountants: Daryl Eisner. Rita Jia. William Leung. Serena Liang. Devienne Mok. Rhea Morales. Arshdeep Rai. Livani Selvananthan. Felix Tan. Denny Tran. Yvetta Wang. We’re proud of your hard work, grit and determination. Cheers to your success and the next stage of your careers.
ThomsonReuters
DECEMBER 3, 2021
With global supply chain challenges spurring dire headlines of precariousness, more than 3,000 transportation, logistics, fulfillment, and warehouse professionals from around the world gathered in October for the Reuters virtual Supply Chain Execution 2022 event. During one panel discussion, titled “Driving Towards a Singular Innovation Goal,” four industry experts discussed how corporate supply chain leaders can foster an innovative culture to master change management when change is incessant.
Speaker: Cheryl J. Muldrew-McMurtry
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
Pooley Accounting Services
DECEMBER 2, 2021
It’s been a long day. You were up at 6:00 and at the construction site by 7:00. It’s 10:00 pm, and you’re trying to pull together a proposal for a huge construction project that is due tomorrow. Somehow, the numbers aren’t coming together, plus you aren’t sure what is the best revenue recognition approach to use. Maybe, it’s time to think about accounting professionals or a firm with construction experience to help.
5 Minute Bookkeeping
DECEMBER 2, 2021
Is not knowing how to charge for bookkeeping services holding you back? I know that for many virtual bookkeepers, the problem isn’t the technical know-how, the problem is being able to confidently price their services. In this blog post, I’ll share the knowledge I’ve gathered over the years on how to charge for bookkeeping services. By far, the most frequently asked question in my Facebook community is how much should I charge for bookkeeping services?
ThomsonReuters
DECEMBER 3, 2021
With global supply chain challenges spurring dire headlines of precariousness, more than 3,000 transportation, logistics, fulfillment, and warehouse professionals from around the world gathered in October for the Reuters virtual Supply Chain Execution 2022 event. During one panel discussion, titled “Driving Towards a Singular Innovation Goal,” four industry experts discussed how corporate supply chain leaders can foster an innovative culture to master change management when change is incessant.
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.
FraudFiles
DECEMBER 1, 2021
It is not uncommon for one spouse to hide assets during a divorce. Everyone is in love until they’re not, and then they may not feel much like splitting everything with a soon-to-be e-spouse. If hidden assets and streams of income remain hidden, it may be impossible to get a fair divorce settlement. Women are very often in the lesser position when it comes to the finances of the family.
KROST
NOVEMBER 30, 2021
The real estate market can be volatile, full of risks and challenges. Real estate professionals should enlist an expert to ensure compliance and navigate the specifics of real estate tax and accounting. At KROST, we provide specialized real estate accounting services to a diverse range of clients in the real estate industry, including developers and investment, construction, and property management companies.
ThomsonReuters
DECEMBER 2, 2021
Fact Sheet: EBSA Restores Over $2.4 Billion to Employee Benefit Plans, Participants and Beneficiaries. Available at [link]. The DOL’s Employee Benefits Security Administration (EBSA), the agency that enforces Title I of ERISA, has released a fact sheet announcing its fiscal year (FY) 2021 enforcement statistics. According to the fact sheet, EBSA has enforcement authority over nearly 734,000 retirement plans, 2 million health plans, and 662,000 other welfare benefit plans, covering about 1
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.
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