Fri.Jul 19, 2024

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Tech news: Intelligize announces AI solution for SEC filing

Accounting Today

Intelligize announces AI solution for SEC filing; Bloomberg Tax and Accounting unveils new AI features; and other news from the accounting technology world.

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Forvis Mazars Gives Back to Communities During IMPACT Days

CPA Practice

Forvis Mazars last month held its annual IMPACT Days event, a weeklong initiative in which the top 10 accounting firm supports local nonprofit organizations across the country. During the week of June 24, the firm dedicated time for team members to engage in volunteerism and community service. Forvis Mazars offices from Boston to Phoenix hosted more than 100 events with local nonprofits, as employees volunteered at food banks, beautified community spaces, and championed children’s causes, among

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IRS regs on transferring clean energy and vehicle tax credits take effect

Accounting Today

Accounting firms are helping clients navigate the tax incentives available under the Inflation Reduction Act.

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Intelligize Adds AI Solution for SEC Filing Analysis

CPA Practice

Intelligize has launched Intelligize + AI, which adds generative artificial intelligence-driven capabilities and new search technologies to its Securities and Exchange Commission (SEC) compliance analytics and research platform. This new rollout enables users to quickly and easily find, analyze, and compare documents using natural language processing.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

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Last-minute sales tax changes create difficulties for businesses

Accounting Today

You need to be on your toes if you work in sales tax, as states are known to make substantial sales tax policy changes with little to no notice. Vermont, North Carolina, New Jersey and Ohio provide standout examples this summer.

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How to Register your Sole Proprietorship in Each Province

Ronika Khanna CPA,CA

Once you have decided to start a new business and have concluded that the best structure for your business is a Sole Proprietorship , the next step is to determine if you need to register it. If you are using your exact first and last name, and only your exact first and last name, then you are not required to register your business, regardless of which province your are located in.

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Strategies for audit staff transitioning to the cloud

ThomsonReuters

Like most industries impacted by technology, the audit landscape is transforming. Survey results from our latest State of the Tax Professionals Report show that firms are rethinking their priorities in order to adapt to evolving technology, compliance requirements, and client demands. Jump to: Staff perspective on moving to the cloud Cloud strategies: Challenges and opportunities for staff Preparing audit staff for success Staff perspective on moving to the cloud For staff at accounting and audi

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On the move: Forvis Mazars hosts week of giving

Accounting Today

Weaver appoints regional executive partners; Plante Moran adds 25 partners; and more news from across the profession.

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Three Little Great Things

Withum

Not everything works out and sometimes things just come out great. Here are three little things I did that worked out great. Hand drill: 50 years ago when I moved into my first ever house I purchased a hand drill. I always lived in an apartment first with my parents and then in Manhattan after I was working a few years. I never had to fix anything; we just called the super.

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interVal Unveils Business Overview Dashboard Tool

CPA Practice

interVal, a provider of software for accounting firms and financial institutions, has launched its new Business Overview Dashboard tool, which is now available to all interVal advisor users. It’s designed to give accountants and advisors access to their SMB clients’ business health insights, such as business valuation, key metrics, valuation timeline, goals, and sellability score, in one easy view.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

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Michigan Senate Passes R&D Tax Credit Legislation

Withum

The Michigan Senate passed legislation in March 2024 expanding the state’s Research and Development (R&D) Tax Credit from the past credit that offered a mere 1.9% credit on qualifying expenses incurred in Michigan. This new legislation has been expanded to provide up to 15% of the qualifying expenses, making it a far more advantageous program for taxpayers.

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The new comprehensive document management solution from IRIS

CPA Practice

A document management solution (DMS) helps streamline every branch of your firm by making it easy to find the document you need whenever you need it. If you’re new to document management, or you’re not quite satisfied with your existing solution, here is your quick guide to help you learn more about whether you need a DMS, the benefits a DMS can provide, and how IRIS is the best DMS solution.

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Step Into the Golden Age

Canopy Accounting

The Golden AGE (Average, Good, Excellent) Model for Talent Management - Growing your firm is not a linear process. In fact, in order to succeed over the long-term flexibility in mindset, processes, and people is critical, but as accounting professionals, this approach is often difficult to adopt, until you see the results. The key is to be strategic about your firm and create a structure that will accommodate the dynamic nature of the professional and personal lives of you, your team, and your c

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Boom in late 10-K filings: CFOs may need 'triage' accounting

Accounting Today

If CFOs were students, their grades would be taking a hit due to late homework.

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Back to Basics with Reconciliations

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

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RSM US Had a Good Year

Going Concern

RSM has released its FY24 Impact Report and we just have to recognize how much work they put into making this thing pretty. Not that we read most of it of course. The parts we do read look nice and the excessive animations are snazzy. Does anyone know if they have in-house graphic designers or are they shopping this thing out to an agency? Just curious.

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