April, 2021

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Diversity in Venture Capital & Startups, a Conversation with Alpha Bridge Ventures

BurklandAssociates

Howie Diamond is a Co-Founder and Managing Partner of Alpha Bridge Ventures. Howie recently joined Burkland’s Ruben Austin for a discussion about diversity in venture capital and startups. Q: Please Read More. The post Diversity in Venture Capital & Startups, a Conversation with Alpha Bridge Ventures appeared first on Burkland.

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Be Careful When Claiming “Made in USA”

RogerRossmeisl

Recently, the Federal Trade Commission (FTC) settled a lawsuit with a company it says made false and misleading claims about its consumer products. Specifically, the company advertised on its website and social media accounts that its goods were “Made in USA,” even though most of them were imported. This is a violation of the FTC Act, and if your business is making similar claims about foreign-made products, you too could find yourself in legal hot water.

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6 Simple Ways to Get Your Customers Talking

DuctTapeMarketing

6 Simple Ways to Get Your Customers Talking written by John Jantsch read more at Duct Tape Marketing. Word of mouth marketing is considered by many to be the most desired form of marketing. The trust, referrals, and overall brand-building buzz that’s garnered by customers spreading the good word to prospects are worth its weight in gold. Some products, services, and experiences naturally produce chatter, but there are certain things that any company can do to stimulate word of mouth and cash in

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5 Steps to a Complete Sales Tax Filing Process

TaxConnex

Sales tax is more complicated than ever, especially in a post-Wayfair world. And what’s worse is that everyone who says they’re simplifying sales tax is still leaving the hardest parts – and the liability – up to you. Don’t let sales tax compliance overwhelm you. Make the right decisions for your business so you can best manage compliance in a way that doesn’t overburden your finance team or put your business at risk of penalties and fees.

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Forecasting Failures Are Costly: Here's How To Fix Them

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.

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Proposals with Less Pain and More Gain

PANALITIX

RESOURCES / ARTICLES. Proposals with. Less Pain and More Gain. Many firms struggle with creating and sending proposals efficiently. Moreover, the final product is often an underwhelming-looking, intimidating, lengthy text document. Panalitix offers a complete solution to improve both the proposal generation process as well as the user experience for your clients.

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Application Process Announced for Restaurant Revitalization Fund

Withum

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Update on California Classic Car Smog Exemption Bill AB 220

RogerRossmeisl

As posted to Mike Frankovich’s YouTube Channel on 4/15/2021 (Run time: 8 min, 47 sec) If you’re like me, you have trouble understanding why California continues to make it so difficult to engage is what is one of the most quintessential of California pastimes. classic car ownership. Since the smog check exemption changed from a 30 year rolling average to a set, 1975 and older cut-off back on 4/1/2005 classic car enthusiasts owning post-1975 vehicles have tirelessly petitioned their e

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Advisory Board vs. Board of Directors: Does My Nonprofit Need an Advisory Board?

GrowthForceBlog

8 min read. As any Nonprofit Executive Director knows, an effective board and your organization’s success go hand in hand.

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Understanding Sales Tax Exemptions and Exclusions

TaxConnex

Every state can apply tax exclusions on goods and services within their state. This means the good or service is non-taxable for all customers purchasing the item. However, there are further tax-exempt purchases. Tax exemptions can also be applied at the customer level as opposed to the product level. Exemption certificates generally fall into two categories: 1.

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Guidelines on Selling (or Merging) Your Accounting Business

PANALITIX

RESOURCES / ARTICLES. Guidelines on Selling. (or Merging). Your Accounting Business. All businesses undergo changes in ownership, or they are liquidated – it’s just a matter of time. Accounting businesses are no exception… so it makes sense for business owners to think about this early and ensure they control the process as far as possible. Panalitix works closely with firms undergoing major “succession events” so we’ll offer some guidelines in this article.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

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Interested in NFTs? What You Need to Know Before You Invest

Withum

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Insights for Women Entrepreneurs from a Startup Coach at iFundWomen

BurklandAssociates

Plotting a path towards growth and success can be especially tough for women-owned startups. On the Startup Success podcast, we recently sat down with Virginia Almendarez. She’s a startup coach Read More. The post Insights for Women Entrepreneurs from a Startup Coach at iFundWomen appeared first on Burkland.

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Rating the Most Admired Companies

RogerRossmeisl

(This is Blog Post #1006). The post Rating the Most Admired Companies appeared first on Roger Rossmeisl, CPA.

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Is the virtual CPA here to stay?

ThomsonReuters

In 2020, tax and accounting professionals found themselves amid a major disruption in their daily firm life. Now, after navigating through turmoil and confusion, we find ourselves still adjusting to becoming a fully functional remote CPA. As we move forward through the COVID-19 pandemic, will the virtual CPA be here to stay? In this next chapter of Small Talk with Heather Walker , Paul Miller, Founder and Owner of Business by Design , and I discuss the pivot to digital work life for tax and acco

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Book of Secrets on the Month-End Close

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.

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Zero-Due Returns: What They Are and When You Have to File Them

TaxConnex

S uppose you ’ re registered for sales tax in a jurisdiction because you have es tablished sales tax nexus. For various reason though, you don’t have any sales tax to remit. You may think that because you haven’t collected any sales tax, you have no return to file. ?. Wrong. Most s tates in which you’re registered want to hear from you even if you don’t have any sales tax to remit.

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Raise More Money By Showing Donors the ROI of Their Gift

GrowthForceBlog

6 min read. One of the biggest misconceptions of the Nonprofit world is that corporations and larger foundations are the biggest givers. In fact, it’s actually the complete opposite- over 70% of donations come from individual donors [1].

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It’s Time To Consider Your Estate Plan

Withum

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To SPAC or Not To SPAC, That is the Question

BurklandAssociates

SPACs are everywhere. But what exactly are they? And is a SPAC the best funding vehicle for your startup? The post To SPAC or Not To SPAC, That is the Question appeared first on Burkland.

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How To Break Digital Transformation Barriers And Accelerate AI Adoption

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?

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The Interview Before the Fraud Interview

RogerRossmeisl

When Anna, the CEO of a small manufacturing company, received an anonymous report about fraud in the accounting department, she wasn’t sure how to act. After all, the complaint could be accurate, but there was also a chance that it wasn’t. She called her company’s attorney, who recommended a forensic accountant to investigate. He also suggested that she perform some preliminary interviews to gather facts — but to be careful not to interrogate employees.

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R&D Tax Credits – Important Things to Know

MyIRSRelief

As a taxpayer, one of the most daunting and potentially stressful times of the year is April 15th. Staying in the good books of the IRS is imperative, not only for your finances and the reputation of your business, but also for your mental health and sanity in the process. This is where it pays to stay up to date with the various goings on in the world of taxation.

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Add Florida to the List of States with Economic Nexus!

TaxConnex

Florida Gov. Ron DeSantis signed l egislation that impose s sales tax economic nexus on remote sellers on April 19, 2021. Economic nexus has finally passed in Florida! What does this mean for you and your business? The law – which Florida businesses have long awaited and which critics said will cost ordinary Floridians the expense of sales tax while benefiting businesses – also contain s Marketplace Provider (aka “m arketplace f acilitator ”) provisions that require platforms such as Amazon to c

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Basic Financial Statements That Anyone Should Know

AccountingDepartment

Although individual financial statements each provide different snapshots of financial health, all financial reports reflect business activities that produce a company's profit or loss. The balance sheet shows how cash flow changes revenue and expenditure accounts, while the income state shows true net income at a given point in time. Investors use the various reports as tools that inform investing decisions.

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New Software & You: Elevating Your Tech Stack

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!

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New Details on President Biden’s Tax Proposals

Withum

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Diversity in Venture Capital & Startups, a Conversation with Alpha Bridge Ventures

BurklandAssociates

Howie Diamond is a Co-Founder and Managing Partner of Alpha Bridge Ventures and Dr. Kari Sulenes is a Partner at Alpha Bridge Ventures and well-regarded in the startup ecosystem for Read More. The post Diversity in Venture Capital & Startups, a Conversation with Alpha Bridge Ventures appeared first on Burkland.

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The Ugly Side of the Precious Metals and Stones Industry

RogerRossmeisl

All that glitters isn’t gold. This includes gold — and other precious metals, stones and jewels that are sometimes used to launder the “dirty” proceeds of criminal activities such as drug trafficking and terrorism. But several U.S. laws and regulations target these international money-laundering operations. Good as gold Precious metals, stones and jewels make ideal vehicles for money laundering for several reasons: Ownership and control.

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The Employer’s Guide to Federal Income Tax Withholding

Patriot Software

When you run a business, the word taxes might fill you with dread—especially if you have employees. You pay some employment taxes (e.g., unemployment), while others are taxes you deduct from your employees’ wages and pay on their behalf. One of the taxes you must withhold is federal income tax. So, what is it, and […] READ MORE.

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

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.

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Sales Tax Compliance: Automated Returns or Service Provider?

TaxConnex

This time of year, everybody’s mind is on income tax preparation. And for many accountants and CPA firms, this time of year means extra-long hours and more time spent managing clients’ finances. The fact is, when it comes to many companies’ federal and state income tax returns, they don’t rely on an automated income tax return. They turn to experts.

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Ninth Circuit Affirms ERISA’s Preemption of State-Law Claims

ThomsonReuters

Meyer v. United Healthcare, 2021 WL 930258 (9th Cir. 2021). Available at [link]. A health plan participant brought state-law claims against the plan’s insurer, alleging the insurer engaged in deceptive practices, breached its contract, and committed fraud in handling his claim. After a federal trial court dismissed the case based on ERISA’s preemption of state-law claims, the participant appealed.

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Biden’s Corporate Tax Proposals

Withum

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2020 Tax Update for the Tax Planner – Part 1

CTP

There have been so many tax changes this year! As you might expect, it is difficult to cover them all. We’ll try to highlight a handful of changes that we think will be most relevant to you as a tax professional. We’ll skip over the changes that are compliance-related, and focus on the provisions from […]. The post 2020 Tax Update for the Tax Planner – Part 1 appeared first on certifiedtaxcoach. 2020 Tax Update for the Tax Planner – Part 1 was first posted on April 15, 2021 at

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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo and Dennis Street

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.