article thumbnail

IMA Expands Its Management Accounting Competency Framework

CPA Practice

Jason Bramwell The Institute of Management Accountants recently announced that it was expanding its competency framework for accounting and finance professionals. OBannon Leave a Reply Cancel reply Δ CPA Practice Advisor is the definitive technology and practice management resource for accounting and tax professionals.

article thumbnail

Should Tax Planners Work with Family Offices? How Family Offices Work

CTP

In recent years, tax planners have increasingly been recruited to work alongside family offices. First, let’s start with a simple definition of a family office: A family office is a specialized company that is focused on managing the wealth and the personal affairs of a family. What is wisest from a tax perspective?

Tax 105
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Stacking CPA and CMA Credentials Is an Investment for a Career-Long Payoff

CPA Practice

If you’re planning a career in the world of accounting or finance, two distinctions have the branding impact and bench strength you need. Invest your time and effort into stacking the Certified Public Accountant (CPA) and Certified Management Accountant (CMA) letters behind your name.

cma 122
article thumbnail

Instead adds AI-driven tax reports

Accounting Today

EDT 1 Min Read Facebook Twitter LinkedIn Email Tax management platform Instead launched artificial intelligence-driven tax reports, harnessing AI to analyze full tax returns to glean tax strategies and missed opportunities. All rights reserved.

Tax 52
article thumbnail

CPA Business Execs’ Optimism About the Economy is Soaring Post-Election, AICPA Says

CPA Practice

The quarterly survey includes 273 qualified responses from CPAs and Chartered Global Management Accountants (CGMAs) who hold leadership positions, such as CFO or controller, in their companies. Following the November presidential election, CPA business leaders have a much more positive outlook about the U.S.

CPA 119
article thumbnail

AICPA News – July 2025

CPA Practice

Mary Girsch-Bock AICPA News is a collection of recent news briefs from the American Institute of CPAs and the Chartered Institute of Management Accountants. companies who hold executive and senior management accounting roles. Only 27% now hold a favorable view of the U.S. territory of Guam and is awaiting approval.

cpas 85
article thumbnail

Tax Fraud Blotter: Negative waves

Accounting Today

EDT 5 Min Read Facebook Twitter LinkedIn Email Seeking shelter; please be Gentle; where the heart is; and other highlights of recent tax cases. Nixa, Missouri: Tax preparer Tina Louise Yager has pleaded guilty to making false and fictitious claims against the U.S. million in taxes on income he earned from his business.

Tax 69