Featured News

  • Tax rate reconciliation and income tax provision disclosure

    August 26, 2019

    Understand tax planning tools that affect not only tax dollars paid in various periods but also the tax disclosures on the financial statements.

  • Digital assets and estate planning

    August 25, 2019

    A well-drafted estate plan should address the management and distribution of digital assets, but access rights and privacy laws can make that difficult.

  • Client experience is everything

    August 24, 2019

    A company can best differentiate itself from the competition by delivering a rich client experience—and it’s important for firms to invest heavily in providing one.

  • Are remote workers a cybersecurity threat?

    August 23, 2019

    Companies offering remote work policies to enable better work-life balance are keeping their employees happy—but may be risking cybersecurity.

  • Donation-related tax benefits post-TCJA

    August 22, 2019

    The TCJA significantly affects donation-related tax benefits, and advisors should discuss with their clients several topics to clarify the situation.

  • How Gen Z will transform the workplace

    August 21, 2019

    The young people of Generation Z are entering the workplace—and their behaviors, expectations and preferences differ from those of previous generations.

  • IRS revamps tax calculator

    August 20, 2019

    The IRS relaunched its estimated tax calculator after hearing comments and concerns of both tax practitioners and taxpayers. The new version makes it easier for taxpayers to review their withholding.

  • Protection for advisors reporting senior financial abuse

    August 19, 2019

    Advisors worried about violating privacy laws when they report suspected financial abuse of the elderly are now protected in more than 20 states, and more legislation is pending.

  • FASB may delay three key effective dates

    August 18, 2019

    In a move that deviates from the Financial Accounting Standards Board's (FASB) philosophy around effective dates, the FASB is proposing delaying three key effective dates.

  • Accounting, finance and digital transformation

    August 17, 2019

    Digital transformation is a top strategic priority for many firms. But success has been fleeting, and a new McKinsey report finds it’s partly due to bad financial data.