CPA Practice

JUNE 19, 2025

Burgess received her Bachelor of Science in accounting and finance from Florida State University and her Master of Science in accounting and taxation from Florida Gulf Coast University. Nocco earned a Master of Accountancy from Stetson University and is a licensed CPA in Colorado and Florida.

Real Estate

CPA Practice

JULY 30, 2025

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Technology

Accounting Today

JUNE 9, 2025

20 years ago when I moved from New York to Florida, I moved my business down here. If you go to the North Shore to the, I guess youd call Port Washington, sands Point area of Long Island, youve got people there paying close to six figures in property taxes. I am licensed as a CP in New York and Florida. All rights reserved.

Washington

Accounting Today

JUNE 26, 2025

Florida: Attorney William Kalish, Tampa, indefinite from Oct. During the 2016 through 2022 tax years, Gibson prepared at least 135 returns containing fraudulent information, causing a loss to the IRS of at least $125,197, which Gibson has agreed to pay in restitution. All rights reserved. 1, 2024; and CPA Walter W.

Tax

Accounting Today

JULY 10, 2025

Brown and other ghost preparers who worked with him falsified 63 federal income tax returns for clients, causing the Treasury to issue $1,003,631 in false tax refunds. He owned and operated We Are Taxes and boasted that "Everyone Gets a Check!" All rights reserved. Brown had clients pay him a 10% fee of each refund.

Tax

Withum

DECEMBER 4, 2024

Doing so may enable you to claim larger deductions, credits, and other tax breaks for 2024 that are phased out over varying levels of adjusted gross income (AGI). Consider relocating your residency and domicile for the purpose of reducing or eliminating your state income tax.

tax planning

Accounting Today

JULY 11, 2025

GEORGIA Shelly Carmichael Smith + Howard, Atlanta, launched two new tax practices: site selection + incentives, led by Shelly Carmichael, and state and local income tax consulting, led by Brandee Tilman. All rights reserved. Read the full story.) ILLINOIS Jason Van de Loo was appointed CEO at Choreo, Chicago.

Oklahoma

CPA Practice

JULY 23, 2025

More than 300 team members who were attending a firmwide training event in Florida took time to build bicycles for local kids and families facing medical crises. Our culture at Forvis Mazars challenges us to be builders and build unrivaled relationships in our communities,” said Kevin Price, chief inclusion and sustainability officer.

Technology

CPA Practice

AUGUST 1, 2025

It was later expanded to include 25 states, including California, New York, Florida, Texas, Illinois, North Carolina and Pennsylvania. Residents of these 25 states reporting W-2 wage income, Social Security income, retirement income, and other credits and deductions are able to use the free service.

Technology

CPA Practice

JUNE 10, 2025

Once the user enters their credentials, they are sent surreptitiously to the attacker’s server,” said Vlad Cristescu, the head of cybersecurity with ZeroBounce, a Florida company that helps businesses lower their rate of bounced marketing emails.

Technology

CPA Practice

OCTOBER 22, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions. million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

payroll

CPA Practice

JULY 31, 2025

But opting out could mean turning down federal dollars—education money that states with budding or robust private school voucher infrastructures, such as Arizona and Florida, will gladly take. ” Since 2020, private school choice programs—once limited to low-income or special needs students—have rapidly expanded.

Arizona

CPA Practice

JULY 10, 2025

1 Spot on CNBC’s Top States for Business List North Carolina bested Texas, Florida, Virginia and Ohio to finish No. 1 Spot on CNBC’s Top States for Business List North Carolina bested Texas, Florida, Virginia and Ohio to finish No. 1 on CNBC’s latest annual ranking of best states for business. Visit charlotteobserver.com.

North Carolina

Withum

AUGUST 24, 2023

The choice of where to establish one’s residency prior to a liquidity event can have far-reaching implications regarding income taxes and personal financial goals. Make sure you are considering the type of income when implementing state income tax planning techniques.

income tax

Withum

NOVEMBER 17, 2022

Most of the income tax proposals in the 2021 “Build Back Better” bill did not make it into the IRA. General Income Tax Planning. Postpone income until 2023 and accelerate deductions into 2022. Estate Tax Planning. 2022 Year-End Tax Planning Resources. million in 2023).

tax planning

Withum

FEBRUARY 20, 2024

As is MLB tradition, players and fans alike are making their way to Arizona and Florida for Spring Training with the Cactus and Grapefruit Leagues, respectively, set to get under way in the coming days. The tax implications and overall economic impact will be felt throughout the league and the states in which they play.

income tax

CPA Practice

JUNE 5, 2023

But the NBA Finals—and other sporting events—are connected to taxes in a big way. That’s partly due to a lucrative income tax imposed by all but five states known as the “jock tax.” And professional athletes aren’t the only ones affected by the tax. What is the jock tax? The tax has an interesting history.

income tax

CPA Practice

JULY 1, 2025

OBannon The Florida Institute of Certified Public Accountants (FICPA) has named Karen Lake, CPA, CFST, as the 98th chair of the organization, effective July 1, 2025. Lake is a Director of Tax Services at Berkowitz Pollack Brant Advisors + CPAs, where she leads the firm’s State and Local Tax (SALT) practice.

Technology

CPA Practice

APRIL 17, 2023

And now, the results are in: IN-FIRM TECHNOLOGIES Federal/State Income Tax Preparation Insight : As was true in every year of voting, the tax prep system category is always the most voted-on, with nearly all respondents selecting a preferred system. We thank the more than 5,000 professionals who participated in voting this year.

quickbooks

CPA Practice

OCTOBER 23, 2024

Email (Required) Number of Employees at Your Firm (Required) Number of Employees at Your Firm Sole Proprietor 2 To 4 5 To 9 10 To 19 20 To 49 50 Or More Full Name (Required) State / Province (Required) State / Province Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas (..)

Rhode Island

CPA Practice

AUGUST 26, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve?

Rhode Island

CPA Practice

SEPTEMBER 20, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?

Rhode Island

CPA Practice

SEPTEMBER 3, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use?

Rhode Island

Going Concern

JUNE 16, 2023

The CRA states their deductions as residents of Florida should be calculated based on splitting their time (60% in the US and 40% in Canada for the season). Retirement compensation arrangements (RCAs) allow 100 percent tax-deductible corporate dollars to be deposited into an RCA, on behalf of the private business owner and/or key employee.

income tax

CPA Practice

JULY 19, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system? million – $4,999,999 $5 million – $10,000,000 Over $10 million Do you have a document management system?

Rhode Island

LyfeAccounting

JUNE 7, 2021

Did you know that some countries have zero income taxes? If you use places like Dubai, Monaco, or the Bahamas as your primary residence then you don’t have to pay any taxes. Well, there are other states that give you great tax benefits as well. Not into changing your citizenship? Tip #4: Make Charitable Donations.

Legal

CPA Practice

JANUARY 31, 2023

DiAndria “Dee” Green supports clients in all aspects of sales tax compliance in the firm’s State and Local Tax practice, which includes implementing and managing a sales tax compliance automation process using tax software.

New Hampshire

CPA Practice

JUNE 13, 2024

This strategy balances the benefits of current tax law with the need for financial flexibility and security. Core Estate Tax Planning Techniques Regardless of estate value, there are numerous techniques and account structures available to help your clients minimize estate tax consequences—here’s a summary of the most common ones.

Real Estate

Accounting Today

JULY 15, 2025

The Wandering Tax Pro ( [link] ): "The deduction for tip income and overtime pay is just plain stupid and makes no logical sense. Tip income and overtime pay is earned W-2 income. Why should these types of W-2 income be deductible (exempt from federal income tax) and not other W-2 income?

tax preparation

Going Concern

AUGUST 23, 2024

Kelly Partners furthers its US exposure with new partnership [ Accounting Times ] Kelly Partners Group (KPG) and FRSCPA, a Florida based company, announced the beginning of their partnership through executed agreements, based on a purchase price of AUD$7.6 What to know: Harris didn’t release a new tax plan.

audit

CPA Practice

NOVEMBER 4, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces? million – $4,999,999 $5 million – $10,000,000 Over $10 million What is the biggest document challenge your firm faces?

Rhode Island

CPA Practice

OCTOBER 30, 2024

million – $4,999,999 $5 million – $10,000,000 Over $10 million What software or tools are you using to manage your engagements, or how does your team currently manage client engagements and reporting processes?

Rhode Island