Summit CPA

JUNE 14, 2023

The Virtual CPA Success Show: Episode 82 Our host and Summit’s Director + VCFO, Jamie Nau, Adam Hale, Partner at Anders CPAs + Advisors, and Paul Rhea, Director + Strategic Growth at Anders CPAs + Advisors, debrief a trending topic in banking news, Silicon Valley Bank (SVB).

cpas 52

cpas CPA 52

Cherry Bekaert

OCTOBER 9, 2023

In an increasingly global economy, it is more important than ever to understand how foreign exchange affects business through interest rates, central bank policy and foreign market conditions. Join our speakers to explore the topics. Additionally, learn about corporate hedging and how it could benefit your business.

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Account accountant accounted 52

Withum

MARCH 12, 2024

Fast forward to the latter half of the 20th century when the term “work-life balance” became a proverbial mainstay, and the concept of the ability to “have it all” became a common topic of conversation. ” Lorine Pendleton, Founder and Managing Partner – 125 Venture “This is such an important topic.

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Ryan Lazanis

MAY 18, 2023

1:07 – ChatGPT can help businesses save time and generate high-quality blog content by quickly creating informative and engaging posts based on provided topics and details. 3:07 – ChatGPT can categorize bank transactions quickly, saving time and reducing errors by utilizing previous classifications for informed choices.

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accounting apps accounting firms Account accountant 98

KROST

JUNE 20, 2023

The Financial Services Issue highlights some of the hot topics in the Financial Services industry including the Silicon Valley Bank collapse, Section 1244, Section 1256, virtual currency, and more. We are happy to announce the release of our newest qindustry magazine!

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cpa firm accounting firms Hospitality CPA 52

PYMNTS

SEPTEMBER 13, 2020

Europe's biggest banks have called on the European Commission to implement tough regulations for cryptocurrencies, such as stablecoins, that would protect consumers and preserve state sovereignty in monetary policy, Reuters reported. In a joint statement Friday (Sept. The association declined to comment, Reuters reported.

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Finance Technology 145

Withum

JANUARY 11, 2024

These bonds, to be issued by Development Bank and the Land Bank of the Philippines, demonstrate a growing interest in utilizing blockchain for government securities. Singapore, too, has engaged in pilots for tokenizing real-world assets, collaborating with major financial institutions like JPMorgan and DBS Bank.

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Government Finance Technology 59

Withum

FEBRUARY 26, 2024

It’s a chance for us to get together with our industry contacts, clients, and other accounting firms to discuss hot topics for the current year and the upcoming year. We highly recommend the event to our clients, bank contacts, and other accounting firms. There are a few new topics for the year that deserve attention.

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cpas Tax Start-ups Sales 52

Withum

JUNE 21, 2023

reporting obligations to file FBARs (FinCEN Form 114) and Form 8938 to disclose certain foreign financial assets and foreign bank accounts, where the aggregate value exceeds specific thresholds. Even with the termination of data sharing between the United States and Belgium, U.S. Persons Resident in Belgium appeared first on Withum.

accounting and finance 102

accounting and finance Tax Legal Finance 102

Withum

SEPTEMBER 20, 2023

Contact Us For more information on this topic, please contact a member of Withum’s Not-for-Profit and Education Services Team. Let’s Chat The post Internal Controls To Prevent and Detect Fraud at Small To Medium-Sized Not-for-Profits appeared first on Withum.

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general ledger payroll financial statements audit 114

PANALITIX

AUGUST 15, 2021

Bank loans may carry certain covenants which your client shouldn’t violate. Summarize your views on the above-mentioned topics (and others relevant to the client). After that, challenging clients on the above topics is likely to forge strong, productive, long-term business relationships. Others may choose to invest cash.

financial statements 147

financial statements Education Account accountant 147

Withum

APRIL 11, 2023

The impersonated CFO sends an email to the accounts payable (AP) staff at the target company, stating they need to change their banking information before the next payment is processed. If the AP staff takes the bait, the banking information for the legitimate vendor is changed to that of the attacker. Authors: Edward Keck, Jr.

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accounts payable Sports Account accountant 116

Withum

NOVEMBER 15, 2023

I will also include some investing basics to set the stage for the lies I will uncover for you. The presentation is part of the continuing Take A Business Break virtual series for the East Brunswick Public Library and will be at Noon on Zoom on November 16, but you must register in advance.

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public accounting Tax Account accountant 59

Xero

NOVEMBER 2, 2022

You can also find guides on Getting your invoices paid faster , Staying on top of your cash flow , Reconcile bank accounts easily in Xero and Creating professional invoices with ease , with more topics to come. . You may like to learn about core bookkeeping jobs, from data entry to bank reconciliation, reporting and tax preparation.

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Education bookkeeping jobs tax preparation Start-ups 94

Withum

APRIL 17, 2023

This Thursday, I will be presenting a webinar with my Stock Market Update and next Wednesday, my insights about what happened at Silicon Valley Bank. These are two very timely topics that clients have expressed much interest in. Let’s Chat The post Stock Market Update and Silicon Valley Bank Insights appeared first on Withum.

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cpas Education Tax Account 59

Withum

JANUARY 30, 2024

Central bank digital currencies (CBDCs) are a form of digital currency issued by a country’s central bank and have the potential to significantly impact business and reporting in various ways. The value of CBDCs is fixed by the central bank and equivalent to the country’s fiat currency.

CPA 59

CPA Tax accounting software financial statements 59

Cherry Bekaert

JULY 27, 2023

The guidance provides sound principles that support a risk-based approach to third-party risk management that banking organizations may consider when developing and implementing risk management practices for all stages in the life cycle of third-party relationships.

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Legal Account accountant accounted 98

Cherry Bekaert

JANUARY 12, 2024

Where We’ve Been and Where We’re Headed 2023 began with an intense period of uncertainty, led by the collapse of Silicon Valley Bank and the revelation of questionable financial decisions hiding in plain sight in some bank’s portfolios. Nonetheless, interest rates stabilized toward the end of 2023, and the stock market rebounded.

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Maine Technology Account accountant 52

CPA Practice

MAY 31, 2023

It will begin with an open discussion around the topic of generative AI processes such as ChatGPT, and their impact on the accounting profession. The sessions will be held at the Aria Hotel and Casino conference center in Las Vegas on June 4, 2023.

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Account accountant accounted CPA 98

Going Concern

MARCH 15, 2023

” in regards to the recent collapse of Silicon Valley Bank and Signature Bank, the banks’ auditors are insisting that, having exercised requisite due professional care, their unqualified opinions were based on the information available to them at the time and as such, the firm stands behind them.

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auditor audit accounting principles financial statements 139

PYMNTS

FEBRUARY 27, 2020

Bank of Japan (BOJ) Deputy Governor Masayoshi Amamiya said that before they issue their own digital currencies, central banks around the world should attempt to get a better understanding of the pros and cons of the process, according to a report by Reuters. They will also confer with colleagues overseas on the topic.

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Government 64

CPA Practice

JULY 5, 2023

The Society also offers a Taxline phone bank, while the MNCPA website includes information on a variety of topics including personal finance, taxes, small business, and can even assist with finding a CPA. has been experiencing a slight decline in member.

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Minnesota cpas CPA Education 110

Withum

AUGUST 31, 2022

The IRS requires FinCEN Report 114, Report of Foreign Bank and Financial Accounts (FBAR), to be filed annually by every U.S. The Fifth Circuit ruled that a $10,000 civil penalty for non-willful FBAR violations would apply to each of Bittner’s bank accounts that should have been reported on the related FBAR. The IRS defines a U.S.

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financial accounting Account accountant accounted 75

SkagitCountyTaxServices

APRIL 18, 2024

One way we’ll keep looking out for you is by delivering these weekly conversations on topics that affect you and your business. For example, I shared with you recently about some new small business loan requirements that are coming to a local bank near you (pending litigation).

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CPA accounting and finance Tax Washington 65

Withum

FEBRUARY 26, 2024

The rule expanded applicability to auto dealers that hold or process personal information and are considered a “non-banking” financial institution. Author: Jason Spezzano , Executive Cybersecurity Advisor | jspezzano@withum.com Contact Us For more information on this topic, contact Withum’s Dealership Advisory Services Team.

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Legal Account accountant accounted 52

Withum

FEBRUARY 9, 2022

Most service providers including commercial banks, transaction advisors, attorneys, trustees, and accountants are quick to get involved with an ESOP transaction, but often are not experienced enough to understand and navigate the pitfalls that ultimately lead to a deal falling apart. Architecture & Engineering Services. Contact Us.

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accounting and finance Legal Finance Start-ups 72

Withum

JUNE 14, 2023

Right now, there is probably no more frequently searched accounting topic by accounting and finance personnel in Fintech than CECL. Contact Us For more information on this topic, please contact a member of Withum’s Fintech Services Team. What is CECL, you ask? appeared first on Withum.

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accounting standards accounting and finance financial statements auditor 59

Withum

JANUARY 24, 2022

Topics include: The war for talent The evolving workplace Department and practice group management Firm culture and DEI initiatives. Partner Red Bank, NJ. Listen in to this on-demand webinar for Managing Partners, Firm Chairs and C-suite executives, where our Law Firm Advisory team discusses the most pressing issues in 2022.

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Technology 52

Withum

MAY 19, 2022

There are several reasons why you may have received an IRS notice relating to a failure to make a proper federal tax deposit on your Form 941: The payment did not clear the bank; The payment was applied to the wrong IRS Form; or The payment was never initiated. Do not throw out or ignore the notice! Business Tax Services. Contact Us.

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Tax tax return payroll tax tax services 124

5 Minute Bookkeeping

MARCH 25, 2021

That means that many times you need to fix the transactions directly in accounts receivable, accounts payable, bank reconciliations, undeposited funds, inventory, payroll, and sales taxes. For bank reconciliations , you may use journal entries to write off old uncleared transactions. Journal entry, or no journal entry?

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quickbooks accounts payable bookkeeping payroll 98

Withum

JANUARY 31, 2023

Used vehicle inventories are becoming stagnant and having “water” in the used vehicle inventory is becoming a hot topic again. Conserving cash is paramount when interest rates rise, and banks tighten their lending. Contact Us For more information on this topic, please contact a member of Withum’s Dealership Services Team.

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Manufacturing payroll Government Retail 52

PYMNTS

OCTOBER 9, 2017

Open banking looms in many corners of the world, mandated in some areas (think PSD2) while driven by market forces in others (here in the United States). Last week, the Canadian Bankers Association said in a release that the government should evaluate open banking a bit more carefully before fully committing to the concept.

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Gambling Non-Profits Construction Government 75

Cherry Bekaert

FEBRUARY 8, 2023

Fourth Quarter 2022 Newly Issued Standards LDTI and Transition for Sold Contracts ASU 2022-05 In August 2018, the FASB issued ASU 2018-12 Financial Services—Insurance (Topic 944): Targeted Improvements to the Accounting for Long-Duration Contracts (LDTI) , which required an insurance entity to apply the retrospective transition method.

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Non-Profits income tax Government Account 40

Anders CPA

MAY 31, 2023

To comply with flood insurance regulations, banks and other financial institutions should familiarize themselves with the expanded FAQs that were released in May 2022. Anders Banking and Financial Institution team closely follows changes to the flood insurance rules and related guidance.

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CPA Account accountant accounted 52

Withum

MARCH 11, 2024

The way the programs generally work is, first the buyer enters into an agreement with a finance provider or an intermediary, such as a bank, to provide the financing. Entity A or the bank may terminate the agreement upon at least 90 days’ notice.

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Finance accounting and finance financial statements accounting standards 64

PYMNTS

DECEMBER 30, 2020

As treasury management becomes increasingly digital, a bank’s corporate banking clients face challenges when it comes to modernizing treasury workflows. Embedding banking into ERP systems has been a hot topic as of late — although the buzz surrounding it has been years in the making.

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accounts payable accounting system B2B Account 97