Canopy Accounting
FEBRUARY 29, 2024
With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put together a tax return checklist for clients. Share this list via bulk email or through a client portal for a quick way to remind your clients how to prepare for tax season.
TaxConnex
FEBRUARY 29, 2024
Happy Leap Day! While not at all related to sales tax, we thought that as we spend a day to align our seasons and the Earth’s orbit of the sun, we should also discuss how to ensure your processes align with maintaining sales tax compliance in 2024! LEAP into compliance with us as we discuss 4 specifics that need to be considered in order to maintain your compliance in 2024, and beyond.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Going Concern
FEBRUARY 29, 2024
For posterity’s sake, here’s what the IRS says about its open Employee Retention Credit (ERC) investigations as of January 25: That’s nine open investigations, 123 under review, and anyone who comes forward to say they took ERC money they weren’t entitled to before the Voluntary Disclosure Program closes on March 22 will have to give up the name of the promoter that encouraged them to take the credits.
Acterys
FEBRUARY 29, 2024
Power BI Integration and Enhancements Have Brought a New Perspective Into the Market (Chicago, Il., February 27, 2024) — Acterys, a leading provider of enterprise performance management (EPM) solutions, is proud to be selected as a challenger in the 2024 Hackett Digital World Class Matrix. This inclusion represents another significant step forward in Acterys’ journey to simplify the EPM landscape and provide customers with unparalleled efficiency, accuracy, and flexibility.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Accounting Today
FEBRUARY 29, 2024
The Internal Revenue Service has begun sending notices to high-income taxpayers who haven't been filing tax returns since 2017.
Going Concern
FEBRUARY 29, 2024
What the f**k is this?? 2022 PCAOB Inspection of KPMG LLP [ PDF ] WSJ doesn’t know why it was redacted either. NO ONE DOES. We’ve got some more inspection reports to dig into shortly, lots of them. EY, PwC, Deloitte, GT, BDO, RSM, Moss Adams…does anyone want to know all that? We were warned last year that this batch of PCAOB inspection reports would be “completely unacceptable” but no one said they would be completely unknowable.
Accountant Advocate brings together the best content for small business accounting professionals from the widest variety of industry thought leaders.
Withum
FEBRUARY 29, 2024
Withum is excited to share that local business publication NJBI Z has named Alexander Smit , Associate Investment Advisor, on the 2024 Leaders in Finance list. The NJBI Z Leaders in Finance Awards celebrate local finance professionals with outstanding reputations in the industry and in their communities. Lex is part of the Withum Wealth Management Team, specializing in Financial Planning.
Accounting Today
FEBRUARY 29, 2024
Sage, the company behind Sage Intaact and other products, announced a host of new products, features and partnerships at its Las Vegas conference.
AccountingDepartment
FEBRUARY 29, 2024
Rare Disease Day is the globally coordinated movement on rare diseases, working towards equity in social opportunity, healthcare, and access to diagnosis and therapies for people living with rare diseases.
Patriot Software
FEBRUARY 29, 2024
Step 1: Land the contract for a federal government-funded job. Step 2: Comply with your certified payroll reporting requirements. What is certified payroll? Contractors and subcontractors working on federally funded construction projects have an additional payroll responsibility known as certified payroll.
Speaker: Dave Sackett
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
CTP
FEBRUARY 29, 2024
American gaming has boomed since sports betting and online gambling were legalized. Complex tax laws for filing and deducting gambling winnings and losses provide new hurdles for taxpayers. Internal Revenue Service (IRS) reporting rules from W-2Gs to 1099-Ks are very confusing for taxpayers to understand. So, as an accountant of a gambling client, you need to have detailed knowledge about gambling winnings and losses, as well as all the rules and regulations related to tax on gambling income.
Withum
FEBRUARY 29, 2024
Sports fans across the world turned their heads when Shohei Ohtani’s record breaking $700 million contract with the Dodgers was announced. Many people, myself included, were enamored with the figure alone. Ohtani is a generational talent, and it was thought that he would be receiving a contract in the $500-$600 million range. The $700 million contract was even higher than the top baseball analysts had expected.
CPA Practice
FEBRUARY 29, 2024
The Internal Revenue Service has given tax relief for individuals and businesses in parts of Washington state affected by wildfires that began on Aug. 18, 2023. These taxpayers now have until June 17, 2024, to file various federal individual and business tax returns and make tax payments. Following the disaster declaration issued by the Federal Emergency Management Agency (FEMA) , individuals and households that reside or have a business in Spokane County qualify for tax relief.
Withum
FEBRUARY 29, 2024
AI is in the zeitgeist, and most of us interact with it frequently for both business and personal reasons. From, “Hey Alexa, re-order toothpaste” to automating resume scraping for job acquisitions, AI has changed our day-to-day relationship with how technology can help humans. However, knowing the power of AI and using it effectively are two very different things.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Cherry Bekaert
FEBRUARY 29, 2024
Tableau, from Salesforce, has recently made headlines with its new solution – Tableau Pulse. Cherry Bekaert is front and center of this solution that focuses on AI-powered insights to scale data-driven decision-making for organizations. As a leading provider of this solution, Cherry Bekaert sheds light on the features of Tableau Pulse and the necessary steps for utilizing it, which includes migrating Tableau to the cloud.
Withum
FEBRUARY 29, 2024
Sports fans across the world turned their heads when Shohei Ohtani’s record breaking $700 million contract with the Dodgers was announced. Many people, myself included, were enamored with the figure alone. Ohtani is a generational talent, and it was thought that he would be receiving a contract in the $500-$600 million range. The $700 million contract was even higher than the top baseball analysts had expected.
ThomsonReuters
FEBRUARY 29, 2024
Following high school and an internship at a small business where her role included accounting work, Brittany Lanphier determined that she would definitely not study accounting in college. After being accepted at Texas A&M University Mays Business School — ranked one the most competitive business schools in the region — she progressed through her introductory business classes and then her first accounting class.
Accounting Today
FEBRUARY 29, 2024
A new GAO study adds more fuel to the research suggesting the agency should be probing more rich households. Tax pros say those efforts will have big implications.
Advertisement
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
CPA Practice
FEBRUARY 29, 2024
With millions of tax refunds going out each week, the Internal Revenue Service is reminding taxpayers that recent improvements to Where’s My Refund? on IRS.gov provide more information and remains the best way to check the status of a refund. The Where’s My Refund? tool provides taxpayers with three key pieces of information: IRS confirmation of receiving a federal tax return, approval of the tax refund and issuing date of the approved tax refund.
Accounting Today
FEBRUARY 29, 2024
Microsoft is making its Copilot for Finance generative AI solution available for public testing.
CPA Practice
FEBRUARY 29, 2024
At its inaugural Investor Day on February 28, 2024, global small business platform Xero unveiled its AI vision which the business says has the potential to reimagine accounting and improve the lives of small businesses. This included previewing ‘Just Ask Xero’ (JAX), the company’s new GenAI-powered smart business companion for small businesses and their advisors — that will help them complete accounting-related tasks and provide deep insights to enable them to run their business better.
Accounting Today
FEBRUARY 29, 2024
Business management solutions provider Xero announced a new generative AI solution as part of a wider push to incorporate more AI into its products.
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?
Withum
FEBRUARY 29, 2024
2023 was a good year for the stock market with all major indexes up. When the market is up, most everyone is happy, but not everyone. There are many people who try to beat the market, and what they buy drops, or they sell stock short or sell or buy put-and-call options or do other things that add risk while chasing higher returns, hoping to outsmart the other investors.
Accounting Today
FEBRUARY 29, 2024
Complex transactions in this industry can trigger accounting and reporting issues that may result in SEC letters, restatements and challenging conversations with investors.
KROST
FEBRUARY 29, 2024
It is helpful for taxpayers with rental properties to know the rules and regulations about deductible rental losses. Understanding the difference between active participation and material participation is crucial as these two terms play a big role in determining the deductibility of rental losses. In general, rental activity is considered a passive activity that creates Read the full article.
Accounting Today
FEBRUARY 29, 2024
The Financial Accounting Council is reviewing the effectiveness of the Private Company Council, the group that advises the Financial Accounting Standards Board about the perspective of privately held companies.
Advertisement
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
CPA Practice
FEBRUARY 29, 2024
Vic.ai , an autonomous finance platform, has added AI-powered early payment discount detection and zero fees on all U.S. transactions made through Vic.ai Payments. Proactive discount alerts, free U.S. transactions, local currency options, and more will unlock unprecedented savings potential for Vic.ai customers. Payments are a persistent challenge for accounts payable (AP) teams.
Accounting Today
FEBRUARY 29, 2024
Paul Pereira denied making false and misleading statements about his company's performance to boost its stock.
Summit CPA
FEBRUARY 29, 2024
A Conversation with SEO Optimizer’s Brandon Leibowitz Can you imagine ranking at the top of a search results page within a week of launching a new business? That’s what happened in the early 2000s when we started offering virtual CFO services. The catch? Back then, very few people were searching for those keywords because we essentially invented the concept and decided on a name.
Accounting Today
FEBRUARY 29, 2024
A British hedge fund trader pleaded guilty to allegations he helped swindle Denmark out of about 8.4 billion kroner ($1.2 billion) in a massive Cum-Ex scandal that rocked the Nordic country.
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!
Expert insights. Personalized for you.
98 
Let's personalize your content