Consulting

With new cost-basis reporting requirements in effect for the 2011 tax year, Charles Schwab is warning investment advisors to brace for a hectic tax season and prepare for a flood of questions from clients who for the first time will receive a revised 1099-B form packed with new transaction information.

Fiducial Business Centers, a provider of tax, bookkeeping and financial planning services in the U.S. said it has acquired Springfield, Ill.-based Funeral Directors of America and Funeral Management Services, for undisclosed terms.

Confidence in the U.S. economy has plunged this past quarter among the CEOs and CFOs of private companies, according to a new survey by PricewaterhouseCoopers.

Mike Karlins, a partner at the Woodlands, Texas-based CPA firm Karlins & Ramey LLC, was recently accepted into membership of Construction Industry CPAs/Consultants Association by executive director John Corcoran in Chicago during CICPAC’s recent annual conference.

Cloud accounting and finance education and advocacy are the goals behind the newly formed Cloud Accounting Institute, a group launched by Microsoft Dynamics GP and Intacct reseller and CPA Lindy Antonelli.

Most accountants involved in tax preparation are already involved in financial planning, even though they might not realize it.

IMGCAP(1)]Accountants whose practices help manage client wealth often rely on experiences that cumulatively shaped their judgment and supported their confidence with respect to giving advice.

Small and midsized accounting practitioners and their small business clients are continuing to face challenges from regulations, but are nevertheless feeling more optimistic.

IMGCAP(1)]Businesses with expansion plans, and especially those that might be franchised, inevitably face a critical decision that can greatly impact the future direction of the enterprise and its prospects for longer-term success. How should the business grow?

Dallas-area CPA Calvin Brown, founder of CD Brown and Associates, a CPA and business advisory firm, has launched Small Biz Champ, an accounting franchise concept.

IMGCAP(1)]Mobile has become a way of life, and with the proliferation of advanced devices, it’s easier than ever to work on the go.

IMGCAP(1)]If you ask most CEOs of both public and private companies where risk lies, the answer will nearly always concern macro issues—the U.S. and world economy, government tax policy, the federal deficit.

Is it unfair to accountants that the attorney-client privilege is stronger than the accountant-client privilege?

IMGCAP(1)]In today’s economic climate, does it make sense for your business clients to invest in their buildings by making “green” improvements?

The concept of quality governance practices within nonprofit organizations is not revolutionary. Historically, however, the role of those charged with the governance of nonprofit organizations - the board of directors - has not always been clearly defined.

IMGCAP(1)]The dynamics of a family-owned business are like no other.

IMGCAP(1)]As an accountant, I have a unique vantage point to observe how entrepreneurs change their decisions based on tax policy.

IMGCAP(1)][IMGCAP(2)]In the last month, the Dow Jones Industrial Average has dropped by more than 10 percent, and that significant change has investors and market participants on edge, concerned with what stock market volatility will do next and what repercussions it will have on the economy more generally.

Registered investment advisory-focused consulting firm RIA In A Box has introduced a bookkeeping service.