Smart Stops On The Web

Keep Abreast of New Rules
CPAs and compliance officers can find a link at this PCAOB Web site to a free Sarbanes-Oxley section 202 audit fee disclosure calculator, as well to the latest SEC rules and regulations cross-referenced to other specific sections of Sarbanes-Oxley, such as section 208 for auditor independence and section 302 for certification of disclosure in a company’s quarterly and annual reports. Users also can join discussion forums on compliance topics and look for jobs or potential employees.

Compliance News and Reviews
Auditors in need of resources on compliance can register for free at this e-portal’s Sarbanes-Oxley Act Community Forum to facilitate the exchange of information and organize site data they wish to save in their own Web-based personal profile box, or get pertinent news items delivered to it. Registrants can post comments or links to news items they wish to share with others and find reviews for and links to purchase the Sarbanes-Oxley Compliance Toolkit, which contains management presentations and compliance and audit committee checklists. Users also can read the U.S. Sentencing Commission’s report to Congress, “Increased Penalties Under the Sarbanes-Oxley Act of 2002.”

Families First
The Web site of the Alliance for Children and Families, which provides services to organizations that help economically empower children and families, offers CPAs with not-for-profit organizations many resources, including the full text of the alliance’s response to Sarbanes-Oxley, “The Financial Reporting Practices of Nonprofits.” Other titles include “Changing Forces: Implications for the Future” and “Emerging Best Practices in Nonprofit Financial Reporting.”

A Sneak Peek at Retirement
Are your clients close to retiring? Do they already have enough money to live comfortably? Find out here with the Society of Actuaries’ free Retirement Probability Analyzer software. From the home page, click on the Special Interest Sections link and then Pension Section to download software that computes probabilities associated with a variety of retirement investment and spending strategies. Visitors will find a long-term care insurance morbidity model, as well as many articles, research papers and surveys on finance, health, life insurance, retirement and pension topics.

Accent on Performance
This global management consulting and technology services company spot on the Web offers information on consulting, outsourcing and technology. At the Research & Insights link, users can subscribe to get free current and archived issues back to 1999 of the e-zine Outlook in either .pdf or .html format. Articles include “Dealing With the Sarbanes-Oxley Act: An Innovative Approach” and “Making the Right Investments in People.”

Worth a Read
The e-home for Banister Financial, Inc., a Charlotte, North Carolina-based business valuation company, offers articles on accounting fraud, such as “The Business Appraiser’s Role Where Company Accounting Fraud Is Alleged in Valuation Disputes.” Other topics cover family-owned businesses—“Preparing a Company for Sale, Obtaining the Best Price.”

Articles, Calculators and Tips
CPAs looking for client service and practice management resources will find them at this smart stop, which provides articles such as “Hedged Mutual Funds: Look Before You Leap!” and “Engagement Is the Key to Retaining Qualified Staff.” Another section offers monthly tax tips. Users can tap into portfolio mix and savings goal calculators, as well as search for CPAConnect member firms.

Online Web Classes
CPAs doubling as IT officers can take free HTML, XML, browser and server scripting classes here, along with online multimedia and Web site building training. Each course features basic and advanced tutorials, examples, quizzes, references and selected reading including glossaries and statistics.

An E-BV Library
This national business valuation company’s e-stop offers current and archived articles back to 1997 from its quarterly .pdf e-zine Insights with a focus on topics ranging from ESOP ownership and estate and gift tax valuations to litigation support services and even the sports franchise industry. The online library offers presentations such as “Intellectual Property Data Sources.”

The X Factor
CPA project managers thinking of implementing extensible business reporting language (XBRL) in their firms can read case studies here on XBRL in taxation, presentations, project details and white papers from managers who have already done it. Topics include using XBRL to meet Sarbanes-Oxley requirements and to extend Web-based services.


Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.


Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.