Tax
State taxes are a crucial factor in deciding when—and if—a client should convert his or her traditional IRA to a Roth IRA.
Financial Reporting
Prospective financial statements can help lenders, investors and a company’s management see what lies ahead for a business.
Corporate Finance
Tracking stocks have captivated a veritable Who’s Who of corporations. Although they offer companies many advantages, CPAs and financial executives need to look more closely at the stocks’ complexities and tax uncertainties.
Professional Issues / Practice Management
Large companies are buying CPA firms and selling one-stop shopping to the Mrs. Fishers of the world. Learn who is buying firms, what they are offering and how it is affecting the profession.
Consulting
The SBA will guarantee hundreds of thousands of dollars in loans to clients of yours who may not be able to get financing anywhere else. But first you have to make your way through the SBA loan process. This map will help.
Employee Benefits
Starting in 1999, small employers that adopt certain formulas may be able to contribute higher amounts to retirement plans on behalf of owners, partners and other highly compensated employees.
Human Resources
CPAs who work for smaller businesses often find that, in addition to their financial duties, they’re de facto human resources executives–even though they lack experience in the field. This information can make CPAs more effective personnel administrators.
Human Resources
By selecting a PEO to take over responsibilities such as hiring, payroll, tax filings and benefits design and administration, business owners can cut costs, improve efficiency and devote more time to making the business grow.