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It all starts with the client onboarding process.
November 22
L&H CPAs and Advisors -
Even Alexandria Ocasio-Cortez is skeptical about the viability of Elizabeth Warren’s wealth tax to pay for trillions of dollars in government programs and address income inequality.
November 22 -
At Eaton Vance’s daily 8:45 a.m. meetings with fixed-income executives, a usually overlooked segment of the bond world has been coming up more often.
November 22 -
The tax automation software provider will use funding from Bregal Sagemount to enhance its products including 1040Scan and TaxCaddy.
November 22 -
DHG is expanding in the Washington, D.C., area with its latest M&A deal.
November 22 -
Blumshapiro announces its foundation donated $55,000 to nonprofits this year; NJCPA opens online job board; and more CPA news.
November 22 -
Prager Metis promotes two to principal; Jody Padar launches TheRadicalCPA.com; and more personnel news.
November 22 -
The Accounting & Financial Women’s Alliance also collected more than 750 pieces of professional clothing for Dress for Success.
November 22 -
Technology, declining budgets and other factors are radically changing how and which tax returns get looked at.
November 22 -
Turning repetitive tasks over to machines will free knowledge workers for more interesting work.
November 22
Invoiced -
Not to worry; oh, brother; Crown and out; and other highlights of recent tax cases.
November 21 -
Lawmakers say Congress has broad authority to investigate misconduct by the president.
November 21 -
Payment app Veem now offers locked exchange rates, which means businesses can budget for a payment in a foreign currency knowing the exact exchange rate for up to 92 days in advance.
November 21 -
CBIZ and its auditing firm Mayer Hoffman McCann have been promoting a culture at their offices across the U.S. to attract accountants and other financial services professionals as the firm competes with the Big Four for talent.
November 21 -
The American Institute of CPAs’ Auditing Standards Board proposed a strategic plan that will guide the ASB’s work over the next three years.
November 21 -
Unfortunately, almost every firm has a number of partners (usually high-performing partners who are also high-maintenance partners) who either interpret partnership agreement provisions in a way that benefits them in some way or, worse yet, choose to ignore these provisions altogether.
November 21
Esposito CEO2CEO, LLC -
In its annual report, the advisory committee also sees a need for more TCJA guidance.
November 21 -
The legislation from the House Judiciary Committee would decriminalize marijuana at the federal level and reassess pot convictions.
November 21 -
The inaugural award from the New Jersey Society of CPAs gifted $750 each to students and professionals to put toward their exam costs.
November 21 -
PwC U.S. chairman and senior partner Tim Ryan on how his CEO pledge aims for a "profession [that] can reflect the society that we work in."
November 21





















