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The American Institute of CPAsâ Accounting and Review Services Committee made the most significant changes to compilation and review engagements in over 30 years with the issuance of Statement on Standards for Accounting and Review Services No. 19, Compilation and Review Engagements.
October 11 -
Integration is an important term that firms often use when talking about their technology, but many are finding the challenge even more difficult as they move to a digital platform. For years there has been discussion over whether you should buy best of breed or a suite from one of the leading vendors.
October 11 -
Asset allocation - dividing resources among different investment categories - is a way to lessen the risk of losses in a financial portfolio. Over the past decade, it has become increasingly critical to advisory firms seeking to better serve their clients, particularly high-net-worth clients. This roundup focuses on nine solutions for asset allocation, ranging from the simple and most basic to the most sophisticated. Each is designed to meet the needs of a different size of advisor, and each has a significant presence among accounting firms engaged in financial planning and wealth management.
October 11 -
Helping clients manage their investments isn't easy even in the best of times - and the last few years have certainly not been the best of times for investment portfolios.
October 11 -
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Recently, I received a blast e-mail from a group who identified themselves as "concerned citizens" of my town. Without getting into shopworn specifics that most of you would not care about, these self-appointed monitors of fiscal prudence decried rising taxes and exhorted the local government to rescind a quasi-moratorium on development in order to generate more tax revenue.
October 11 -
Norwalk, Conn. - The Financial Accounting Standards Board intends to host two public roundtable meetings to solicit input on private company accounting and reporting issues.
October 11 -