The Latest

Kelli S. Lewis, a principal in the tax and business services department at CPA firm Stone Carlie & Company, has been certified as an Accredited Estate Planner by the National Association of Estate Planners & Councils.

The Securities and Exchange Commission has charged an investment adviser with fraud and breach of fiduciary duty for marketing and recommending his firm's hedge funds to investors, including many elderly clients.

The Treasury Department is soliciting comments on a draft version of its national strategy for financial literacy.

It doesn’t take a mind reader to realize that the IRS sometimes grants tax-exempt status to questionable-sounding groups, but when a paranormal research organization brags about the opportunities for getting extra money because the IRS has approved its application, it’s time to sit up and take notice.

Australian actor Paul Hogan gave the Internal Revenue Service a thumbs-up after he was allowed to return to his home in California by Australian tax officials who had initially refused to let him leave the country until he settled a long-running tax dispute.

The former treasurer of the National Republican Congressional Committee has pleaded guilty to embezzling $844,718 from various political committees, including his own.

Intuit has released QuickBooks 2011, with new features designed to allow small-business owners to access essential information remotely.

The Internal Revenue Service has released a draft version of the form that small businesses and tax-exempt organizations will use to calculate the small-business health care tax credit when they file tax returns next year.

The National Society of Accountants has written to Treasury Secretary Timothy Geithner and the Internal Revenue Service urging them not to agree to calls by the American Institute of CPAs to exempt non-signing preparers at CPA firms from the IRS’s new tax preparer registration requirements.

IMGCAP(1)] A few weeks ago, I met with a firm that was evaluating several marketing tactics as a means to drive new opportunities. While the tactics they were considering would certainly drive new business in the door short-term, the problem was that once the tactics were stopped, so would the opportunities. There was no long-term plan to address the fundamental issue in the firm that resulted in an anemic new business pipeline.