RogerRossmeisl
JANUARY 21, 2025
Business valuation experts often rely on prospective financial statements when applying the discounted cash flow (DCF) method to value a private business interest. However, when management prepares financial projections for another purpose such as a loan application repurposing them to estimate fair market value for litigation purposes may raise a red flag.
TaxConnex
FEBRUARY 13, 2025
Online businesses looking to do business on Native American tribal lands in the U.S. should know that sales tax obligations for these sovereign nations and territories resemble those obligations in other areas of the U.S. but can differ in important ways. Areas such as the Navajo Nation have tribal sovereignty; for tax purposes, this means their sales tax laws are separate from the states within which they reside.
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BurklandAssociates
MAY 20, 2025
Scaling a startup takes vision and hustle. But when its time to negotiate its acquisition you need a new playbookone built on precision, preparation, and strategic leadership. The post M&A is Hot. Are You Prepared When an Offer Comes In? appeared first on Burkland.
Acterys
JANUARY 8, 2025
Financial consolidation and close are fundamental processes that ensure accurate reporting and reconciliation and allow organizations to strategically plan for the future. Yet as businesses grow in complexity, these efforts become increasingly challenging. Outdated tools, manual efforts, and fragmented data spread across an ever-increasing number of teams can turn close and consolidation into a drawn-out process riddled with errors.
Speaker: Gerald Ratigan
The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.
CPA Practice
JULY 8, 2025
CPA firms across the country know they need to modernize, but what are the real blockers standing in the way? In this CPE-eligible panel, we’ll unpack firsthand insights from the field.
Going Concern
JULY 3, 2025
We think this was first spotted by Financial Times so h/t to them. Gigantic UK-based energy company Shell announced yesterday it will be updating its 2023 and 2024 Form 20-Fs “due to EY non-compliance with audit partner rotation rules” after EY UK told them they’d discovered a small audit partner rotation issue for those years. Said the news release put out by Shell : On July 1, 2025, EY, Shell plc’s independent registered public accounting firm, advised the Audit and Risk Comm
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
MyIRSRelief
JUNE 27, 2025
When overwhelming tax debt threatens your financial stability and future, an Offer in Compromise (OIC) may provide the lifeline you need to resolve your tax obligations and regain control of your finances. This powerful IRS program allows qualifying taxpayers to settle their tax debts for less than the full amount owed, but navigating the complex application process requires expert knowledge, strategic planning, and professional representation to achieve successful outcomes.
Accounting Today
MAY 7, 2025
The growing capabilities of artificial intelligence mean the profession can't afford to be complacent, one expert says.
ThomsonReuters
JULY 2, 2025
As artificial intelligence (AI) continues to transform industries, payroll is emerging as a key area ripe for innovation. Yutaka Takagi, Principal Product Evangelist at isolved, believes AI is not just a futuristic concept for payroll — it’s already reshaping how companies process pay, ensure compliance, and enhance employee experience. In a recent interview, Takagi shared insights into how AI is being integrated into payroll systems, the strategic advantages it offers, and the challenges
Accounting Seed
JANUARY 9, 2025
The accounting landscape continues to evolve at a rapid pace with emerging technologies, shifting workforce dynamics, and new operational demandsall of which impact the way accounting teams operate, and businesses achieve growth goals. Based on the data found in the Office of the CFO reports from Piper Sandler , weve compiled the top trends shaping the future of accounting that organizations must embrace to stay competitive: 1.
Speaker: Sean Yoder
Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.
RogerRossmeisl
JANUARY 21, 2025
Understanding how to deduct transportation costs could significantly reduce the tax burden on your small business. You and your employees likely incur various local transportation expenses each year, and they have tax implications. Lets start by defining local transportation. It refers to travel when you arent away from your tax home long enough to require sleep or rest.
TaxConnex
JUNE 19, 2025
The Supreme Court’s decision in Wayfair seven years ago this month changed the world of eCommerce. Suddenly all states could require many remote sellers to collect and remit sales tax. Not to mention that eCommerce was set to skyrocket around the time of the landmark case anyway and later zoomed from online shopping during the pandemic. States have gotten hungrier for tax revenue as the months have gone by – but continue to use a dizzying number of individual economic nexus thresholds ($250,000
BurklandAssociates
JUNE 24, 2025
By preparing for these Q3 tax deadlines now, your startup can avoid costly missteps and stay focused on achieving year-end goals with confidence and clarity. The post Key Q3 2025 Tax Deadlines for Startups appeared first on Burkland.
Acterys
JANUARY 28, 2025
Financial modeling is an essential tool in corporate finance and business decision-making. By creating structured representations of a companys financial data, financial modeling enables stakeholders to forecast future cash flows, evaluate investment opportunities, and strategize for revenue growth. In this guide, we’ll explore what financial modeling is, the types of financial models, the benefits they provide, and how to create effective financial models.
Speaker: Joe Wroblewski, Sales Engineer Manager
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
CPA Practice
JULY 7, 2025
From flagging regulatory risks to modeling tax scenarios in real time, GenAI is changing the expectations around what’s possible—and what’s expected—in tax planning and compliance.
Going Concern
JANUARY 9, 2025
While the AICPA and large accounting firms have begged urged the SEC not to approve the PCAOB Firm and Engagement Metrics rule (PCAOB-2024-06) approved by the PCAOB on November 21, 2024, at least one person would like to see the added transparency this rule could provide and he’ll explain why in a comment letter we’ll discuss below. As a refresher, this rule requires reporting of metrics at both the firm and the engagement levels.
Withum
MAY 21, 2025
On Monday, May 12, 2025, the House Ways and Means Committee released additional details about its proposed tax legislation, The One, Big, Beautiful Bill. While the bill may undergo further changes in the Senate, it lays the foundation for 2025 tax reform. Heres a breakdown of key provisions and their potential impact across various industries. House Ways and Means Committee Unveils Tax Reform Bill With Business and Real Estate Provision Authored by: Michael Hurwitz , CPA The House proposal spec
MyIRSRelief
JUNE 13, 2025
Tax season is a time of opportunity—and vulnerability. Scammers exploit the complexity of tax laws to target unsuspecting individuals and businesses, promising quick refunds or miraculous IRS resolutions that often lead to financial loss or serious legal trouble. With over 20 years as a licensed Enrolled Agent (EA), I’ve seen the devastating impact of these schemes.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Accounting Today
JUNE 26, 2025
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SchoolofBookkeeping
JULY 9, 2025
If you’ve logged into QuickBooks Online lately and felt like the platform suddenly got a whole lot smarter, you’re not imagining things. Intuit has rolled out AI Agents—digital teammates designed to help you get more done, faster, and with fewer headaches. But before you hand over the keys to your books, let’s take a look at what these agents actually do, where you’ll find them, and why you still need to keep your accountant’s “trust but verify” mi
Xero
JUNE 6, 2025
The 2025 Financial Year is almost at an end, so there has never been a better time to prepare. A great first step on your EOFY preparation journey is to review your payroll finalisation. Getting a head start on your organisation’s payroll ensures your July is as easy as possible. Not sure where to start? You’ve come to the right place. Whether this is your first payroll finalisation, or your hundredth, blast past your tax time stress by following our handy list of steps. 1.
RogerRossmeisl
MARCH 3, 2025
As higher education costs continue to rise, you may be concerned about how to save and pay for college. Fortunately, several tools and strategies offered in the U.S. tax code may help ease the financial burden. Below is an overview of some of the most beneficial tax breaks and planning options for funding your childs or grandchilds education. Qualified tuition programs or 529 plans A 529 plan allows you to buy tuition credits or contribute to an account set up to meet your childs future higher e
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TaxConnex
JANUARY 7, 2025
Many shoppers went online this season to find the perfect gift. Its a safe bet that few of them hit the target, which leads to returns, which leads to refunds from sellers, to which leads to the nagging question: Does sales tax get refunded along with the purchase price? The simple answer is yes. The more accurate answer, particularly when something as complex as sales tax gets involved, is: Probably, but watch the details.
BurklandAssociates
MAY 6, 2025
Every round affects your ownership. This guide helps you model dilution and make smarter fundraising decisions. The post Modeling Dilution to Plan Smarter Fundraises appeared first on Burkland.
Acterys
FEBRUARY 11, 2025
When it comes to managing and analyzing your data, staying agile and collaborative is essential. One key enabler for this agility is the ability to write back directly to your data models from within Power BI. Acterys takes this functionality to the next level by allowing users to seamlessly input, update, and manage data in real-time all while working directly in their Power BI dashboards.
CPA Practice
JUNE 18, 2025
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Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. 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 (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). 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.
Going Concern
JANUARY 1, 2025
At the start of last year we ran a little survey asking readers what they thought would be the biggest issues impacting the profession in 2024. And at that time, the talent shortage won out as the biggest of the big issues. By a large margin at that. What will be the biggest issue affecting the profession in 2024? With 2024 now behind us it’s safe to say that the talent shortage, which we’ve come to regard as a b t talking point at this point since firms don’t seem interested i
Insightful Accountant
JUNE 23, 2025
Digits AI-native accounting platform has launched Digits Accounting Agents, embedding AI agents to run entire accounting workflows for firms on its Autonomous General Ledger® (AGL).
MyIRSRelief
JULY 4, 2025
Receiving notice of an IRS audit can be one of the most stressful and intimidating experiences a taxpayer faces, triggering immediate concerns about potential penalties, additional taxes, and the complex process ahead. Whether you’re dealing with a correspondence audit, office examination, or field audit, the stakes are high and the need for expert representation is critical.
Accounting Today
MAY 27, 2025
The Internal Revenue Service is expected to lean more heavily on artificial intelligence technology to select cases as it carries out widespread layoffs.
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.
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