Accounting Today

MARCH 14, 2025

The accounting profession, long regarded as a meticulous and data-driven field, is undergoing a significant transformation.

Technology 59

Technology Account accountant accounted 59

CPA Practice

MARCH 14, 2025

Wealthy individuals often set up an irrevocable life insurance trust (ILIT) to avoid federal estate tax on large insurance policies. But a small misstep could lead to a tax disaster.

Tax 66

Tax income tax 66

Accounting Today

MARCH 14, 2025

EY rolls out Blockchain Analyzer for smart contract reviews, Intuit launches Tap to Pay for iPhone users, AuditBoard unveils new AI-driven features, and other accounting tech news.

Technology 69

Technology Account accountant accounted 69

CPA Practice

MARCH 14, 2025

Summer is approaching and it seems vacation homes are falling out of favor with homebuyers, according to arecent reportfrom the real estate company Redfin.

Real Estate 66

Real Estate income tax Tax 66

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accounting and finance

Accounting Today

MARCH 14, 2025

The threat of a government shutdown appears to be receding Friday, but the IRS would nevertheless still operate during tax season, even at lower capacity, in the event of a shutdown.

Government 59

Government Tax 59

CPA Practice

MARCH 14, 2025

In most cases, retirees who turned 73 in 2024 must begin receiving payments from Individual Retirement Arrangements (IRAs), 401(k)s and similar workplace retirement plans by Tuesday, April 1, 2025.

payroll 52

payroll 52

CPA Practice

MARCH 14, 2025

BlackLine has introduced two new distinctionsGrowth Accelerator and Innovationto spotlight partners making transformative contributions to customer growth and digital finance innovation.

Finance 52

Finance Account accountant accounted 52

Accounting Today

MARCH 14, 2025

The median unclaimed tax refund from 2021 is $781, but it has to be claimed by April 15.

Tax 52

Tax 52

CPA Practice

MARCH 14, 2025

As leaders of state CPA societies across the country, we want to set the record straight and provide clarity on what these changes mean for the profession and its future.

CPA 52

CPA accounting firms Account accountant 52

Accounting Today

MARCH 14, 2025

The term forensic audit is an oxymoron, and its use is not only wrong, it's dangerous, at least as far as our world is concerned.

audit 52

audit accounting firms Account accountant 52

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?

Finance

CPA Practice

MARCH 14, 2025

A six-month stopgap funding bill cleared the Senate on Friday afterenough Democrats crossed the aisle to vote to end debate, defying intense pressure from the left wing of their party.

Government 66

Government Account accountant accounted 66

Accounting Today

MARCH 14, 2025

Managers at Deloitte and Ernst & Young have instructed staffers to prepare for more work in the kingdom.

Account 40

Account accountant accounted 40

MyIRSRelief

MARCH 14, 2025

Running a veterinarian animal hospital in Los Angeles is a callingsaving pets in Santa Monica, treating strays in East LA, or performing surgeries in the Valley. The rewards are profound, but the business side is a grind: long hours, high overhead, and a tax landscape thats anything but gentle. When the IRS sends an audit notice targeting your animal hospital, its a joltscrutiny over income, deductions, or payroll that could unravel years of hard work with back taxes, penalties, and stress.

Hospitality 130

Hospitality audit Tax payroll 130

Randal DeHart

MARCH 14, 2025

In a rapidly evolving digital landscape, it's easy for construction business owners to overlook the power of offline marketing. However, effective offline strategies remain crucial in building relationships, enhancing brand visibility, and generating leads. In this digital age, offline marketing often creates more meaningful connections than digital efforts.

Construction 69

Construction 69

Speaker: Joe Wroblewski, Senior Sales Engineer

Is your tech stack working for you—or are you working for it ? 🤖 In today’s world of automation and AI, technology should simplify workflows—not add complexity. Seamless integration and interconnectivity are key to maximizing productivity, optimizing workflows, and improving collaboration. Join expert Joe Wroblewski for a practical and insightful session on how you can build a smarter, more connected tech stack that drives efficiency and long-term success!

Technology

Going Concern

MARCH 14, 2025

Houston-based Weaver (IPA Top 100 #31 with a mere $328 million in revenue) has been busy in India. According to Houston Business Journal , they’re about to get busier: Weaver opened three offices in India in January and will open its fourth location in the country this month. The company has about 165 employees in India, representing about 10% of its current total workforce.

Account 66

Account accountant accounted 66

CTP

MARCH 14, 2025

Every year seems to bring with it new tax scams and new challenges in educating our clients on how to tell the difference between a fake and a legitimate tax strategy. When your clients are the ones bringing a supposed tax savings opportunity to the table, you need to be prepared to explain why it is raising red flags for you. This investment in taxpayer education can also help increase your clients sense of your expertise and trust in the tried-and-true tax strategies you are recommending.

Tax 52

Tax Legal Government Education 52

Withum

MARCH 14, 2025

Just as artificial intelligence (AI) will never be able to fully replace human intelligence gathering , it also cannot supersede the benefit of face-to-face interview techniques. Learning how to conduct a successful interview is an essential tool every skilled investigator should master. By interviewing witnesses in person or over the phone, investigators can gain new insights and information they otherwise would not have access to.

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CTP

MARCH 14, 2025

When it comes to tax savings opportunities, when is something that sounds too good to be true actually too good to be true? Many taxpayers are unaware of perfectly legitimate options for lowering their tax bills. At the same time, tax schemes are becoming increasingly common, pushed forward by promoters willing to manipulate taxpayers for their own gain.

Tax 52

Tax Legal Government Sales 52

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

Finance

Anders CPA

MARCH 14, 2025

What is my creative agency worth ? You might turn to Google and search these exact words if you are thinking about selling your agency, applying for financing, preparing for a merger, or restructuring. Likely, you come across rules of thumb that seem to simplify calculating the value of your agency. Determining an agencys value using these rules of thumb is tempting because theyre quick, easy to understand, and inexpensive.

Non-Profits 52

Non-Profits accounting and finance Finance Maine 52

Accounting Insight

MARCH 14, 2025

According to new research, one in three marketers struggle to follow up leads properly, while almost half (43%) say they cannot qualify leads effectively due to difficulty obtaining detailed information. The data is unveiled in The State of Lead Management in 2025 playbook, launched by leading outsourced communications provider Moneypenny. Based on in-depth research and feedback from over 200 marketing professionals across the UK, the report highlights the evolving landscape of lead management a

accounting and finance 52

accounting and finance Finance Sales Account 52

CPA Practice

MARCH 14, 2025

A federal judge in California on March 13 ordered six agencies to reinstate the employment of probationary employees who were fired by the Trump administration.

California 52

California payroll 52

Accounting Today

MARCH 14, 2025

A recent lawsuit suggests that IRS leaders who refuse to hand over taxpayer information to the Trump administration are being moved out.

Tax 52

Tax 52

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

Account

CPA Practice

MARCH 14, 2025

In a Tuesday night CBS interview with U.S. Commerce SecretaryHoward Lutnick, the federal official stated President Trump hopes to eliminate taxes for people who earn less than $150,000 a year.

Tax 76

Tax income tax 76

Accounting Insight

MARCH 14, 2025

With the new tax year on the horizon, it’s essential for businesses to stay up to date with any changes that may impact payroll, tax contributions, and financial planning. Understanding what the updates will mean for you and employees will make it that much easier to prepare for any potential adjustments. Itll also give you greater peace of mind as you manage your financial affairs.

Tax 52

Tax income tax quickbooks B2C 52

Accounting Today

MARCH 14, 2025

The Trump administration has been rapidly backing away from the various green energy tax incentives offered under the Biden administration.

Tax 52

Tax 52

CPA Practice

MARCH 14, 2025

President Trump's pick to lead the Centers for Medicare and Medicaid Services, Dr. Mehmet Oz, is set to have his confirmation hearing before senators on Friday, a day after reports surfaced that he may have significantly underpaid Social Security and Medicare taxes in recent years.

Tax 51

Tax 51

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accounting and finance

Going Concern

MARCH 14, 2025

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default.

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Gaming audit auditor Georgia 52