Accounting Today

JULY 25, 2025

Steve Cogan (00:09): Well, REW, we have about 40% of our firm is advisory services, and we have about 10 different unique advisory services businesses within the firm, and theyre all entrepreneurial and kind of independent departments that just do a great job serving our clients. All rights reserved. And were seeing results.

Oklahoma

CPA Practice

JUNE 18, 2025

Randall is the national practice leader for the firm’s International Tax Service line and has more than 25 years of experience in public accounting. In this role, Joel led the organization’s shift to a value-focused commercial mindset, driving significant sales growth year-over-year.

Technology

Accounting Today

AUGUST 7, 2025

In the spirit of keeping these events intimate and not having them be a space where people are just getting sales pitched at, I really wanted to select category exclusive partners that I feel like are leading the conversation in their sector," Reeves said. All rights reserved. The final piece is accessibility.

Technology

Accounting Today

JUNE 19, 2025

Between 2002 and 2018, he generated millions of dollars in gross receipts sales. Whitman also has not filed an individual income tax return since 1997 and has made no tax payments since 2000. In 2012, the IRS assessed nearly $800,000 in taxes against Whitman for 2002 through 2009 and began trying to collect.

Tax

CPA Practice

JULY 2, 2025

” Founded in 1991 by Elliot Melamed and Steve Karp, Elliot Melamed PA includes five CPAs and a support staff, and serves hundreds of clients by providing assurance services, tax services, and consulting.

Florida

Withum

JULY 15, 2025

.” To most, this change is immaterial; to partnership tax practitioners, it’s anything but. In practice, this created a technical, though defensible, position: since Treasury never issued final regulations under certain aspects of this provision, then the disguised sale rule is not operative. This left a perceived gap.

tax planning

Going Concern

OCTOBER 31, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22591376 Certifications: CPA Education: BBA Accounting Experience (years): 5+ years accounting experience Work experience (detail): All in public accounting Tax planning and client advisory Experience reviewing tax returns Client relationship management experience Client niches: SMBs, (..)

Real Estate

Accounting Today

JUNE 18, 2025

border crossing in St-Bernard-de-Lacolle, Quebec Andrej Ivanov/Bloomberg Ryan, a global tax services firm based in Dallas, recently launched the Ryan Tariff Task Force to help clients deal with the complex interplay between taxes and the constant threat of tariff increases. For instance, is it increasing sales tax?

Technology

Accounting Today

JULY 8, 2025

Boyum & Barenscheer ( [link] ): What to remind small-business clients about the tax advantages of the right retirement savings vehicle. What are the sales tax implications for manufacturers who have new operations stateside? Cleanup in aisle 4 Tax Foundation ( [link] ): The limits of using taxes to improve health.

Real Estate

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). 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).

tax planning

Going Concern

JULY 24, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #10137751 Certifications: CPA Education: BSBA Accounting Experience (years): 9+ years accounting and tax experience Work experience (detail): 5+ in public accounting Prepared 200+ tax returns Estimated payments, tax planning Monthly, quarterly, annual financial statements Client niches: SMBs, Services, (..)

Real Estate

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.

payroll

MyIRSRelief

OCTOBER 3, 2022

There is a substantial amount of time you have to file your taxes, but the process can seem hefty. With the help of Los Angeles tax services firms, you can receive information on your tax return, the amount you owe, and various resources for tax preparation service.

tax services

MyIRSRelief

MAY 16, 2025

With an A+ rating from the Better Business Bureau and glowing client testimonials, Mike Habib, EA, is not just a tax service providerhes a trusted partner for Glendales taxpayers. He helped negotiate down a large balance and get us on a payment plan that we can afford with no worries!

tax services

MyIRSRelief

DECEMBER 6, 2024

His boutique firm, steeped in expertise and personalized service, offers a lifeline to those grappling with IRS woes, state tax disputes, or the everyday intricacies of tax planning. A Tax Expert Tailored to LAs Diverse Needs Los Angeles is a melting pot of cultures, industries, and ambitions.

tax services

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. Doing so may enable you to claim larger deductions, credits, and other tax breaks for 2022 that are phased out over varying levels of adjusted gross income (AGI). Energy credits.

tax planning

Cherry Bekaert

NOVEMBER 14, 2023

Contributor: Chelsea Payne , Senior Manager, Tax Services As the end of the year approaches, strategic planning remains crucial for taxpayers looking to optimize their financial positions and set the stage for a strong start in the upcoming fiscal year.

Real Estate

Withum

NOVEMBER 17, 2022

Today, almost all states employ economic nexus concepts, whereby merely having sales sourced to a state generally result in a filing requirement even without a physical presence. States across the nation use different sourcing rules and methodologies to assign sales to a state. Income tax apportionment. ultimate customer).

tax planning

CPA Practice

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. The work of the FICPA is critical in shaping fiscal policy, educating taxpayers, advocating for our profession and protecting our role as stewards of the public trust.”

Technology

Cherry Bekaert

MAY 3, 2024

Therefore, a well-thought-out global tax management strategy will be imperative to the success of your global business activities. With proper tax planning a company is able to reduce its worldwide effective tax rate as it expands overseas. CFC income that is classified as GILTI is taxed in the U.S.

Tax

CPA Practice

SEPTEMBER 12, 2024

In his new role, Burke will be instrumental in identifying and engaging potential clients, nurturing relationships—particularly in the financial services industry—and driving the sales process to successful closure. Additionally, he will provide consultative services to clients within the financial services sector as needed.

Kansas

ThomsonReuters

JULY 6, 2023

research and development credits) Trade and customs tax services and guidance Transfer pricing evaluation , documentation, and modification of existing policies Tax valuation services What does a tax advisor do?

Tax

Withum

JUNE 1, 2022

Utilizing LIFO when costs are rising due to inflation is generally advantageous for income tax purposes because sales prices are offset by higher inflated purchase costs. Company A would recognize taxable income of $17,050, increasing their taxable income by 24%, even though the same number of sales took place. Wait and See.

business tax

Going Concern

JANUARY 4, 2024

Dion provides audit, review and attest services to public and private companies in a variety of industries including technology and life sciences, government, not-for-profit, hospitality and corporate social responsibility. International Tax Services). Automotive & Dealer Services Practice). M&A Tax Services).

Real Estate

Withum

NOVEMBER 28, 2023

They work particularly well for trusts and individuals with substantial ordinary investment income or those contemplating the sale of a closely-held business or other major asset. Start Planning Contact Us For more information on this topic, reach out to Withum’s Insurance Advisors to discuss your specific situation as year-end approaches.

tax planning

xendoo

JANUARY 31, 2022

Under section I, you’ll report your sales and the cost of goods sold. You can accomplish this through the following calculations: Gross sales – returns and allowances = net receipts. Xendoo offers tax preparation for small business so that you can stay focused on your company and not on your tax obligations.

tax preparation

Cherry Bekaert

AUGUST 1, 2024

Before acquiring a company, the ITAX and SALT exposures must be carefully reviewed, including potential risks such as transfer pricing, sales tax and state income tax. Additionally, systems integration is important for efficient and effective tax management. Learning Objectives: Explore the U.S.

Tax

CPA Practice

OCTOBER 23, 2024

See how top accounting firms have reduced Days Sales Outstanding (DSO) and saved time by modernizing their payment workflow. What you’ll discover: Learn strategies for enhancing efficiency at key touchpoints like engagement letters, invoice delivery, payment collection and reconciliation, and more.

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?

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?

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?

Rhode Island

ThomsonReuters

FEBRUARY 8, 2022

In the 2018 Small Business Accounting Insight Survey , published in Accounting Today, 65% of people said they would use a professional tax service for taxes only in 2019. Respondents also indicated interest in receiving other services from their accounting firms. 4) Woo your prospects with quality content .

Tax

Withum

MARCH 3, 2023

Supreme Court interpreted sales tax nexus under the Commerce Clause as a minimal physical connection with a state; however, in South Dakota v. In a state with nexus, meeting an established threshold can now be considered sufficient connection with a state for sales and use tax purposes. Wayfair, 138 S. Who needs it?

South Dakota

Withum

APRIL 5, 2023

Section 1202 was enacted in 1993 and excludes certain percentages of gain triggered on the sale of Qualified Small Business Stock (“QSBS”) provided the stock is held for more than five years. Therefore, none of Angela’s gain on the sale of QSBS would be taxable at the federal income tax level. That was not a typo!

income tax

CPA Practice

MAY 10, 2024

Erin Eberly has been named the partner-in-charge of KSM’s tax services. In this role, Eberly leads tax professionals across the firm to deliver tax compliance and consulting services with excellence. Together, with CEO and President Tim Cook, they comprise KSM’s executive committee, the firm’s leadership team.

Tennessee

CPA Practice

JULY 19, 2024

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

Rhode Island

CPA Practice

FEBRUARY 8, 2023

Collectively, the professionals joining Andersen deepen the firm’s expertise serving high net worth individuals, families, and businesses across a range of industries, including real estate, manufacturing, construction, professional services, hospitality, entertainment, technology, retail, financial planning, and agriculture.

Real Estate