Smart Stops on the Web



A Joint Venture
Here CPAs and financial advisers can get current and archive issues of the e-newsletter AIRA Journal with stories including Liquidations: Finding Value, Creating a Success as well as bankruptcy and tax cases for free. Visitors also can buy a copy of 2005 Bankruptcy Revisions: Implications for Businesses and Financial Advisors, published jointly by the AICPA and the Association of Insolvency and Restructuring Advisors.

Get in the Know
Investment advisers and personal financial planners looking for advice and analysis on bonds, CDs and derivatives can find it here in articles about retirement plans and stock options. Other categories have information on education savings plans, insurance, mutual funds and tax strategies. The links section offers charts, quotes and news for U.S. markets as well as historical stock data.

Daily Dose of Data
Find commentary, market news, snapshots and the stock of the day at this e-stop. Register for any of four e-newsletters to get current or archive editions with daily or weekly stock market updates. Brush up on industry vocabulary with the term of the day, courtesy of , and check out Wit and Wisdom to find quotes by giants including J.P. Morgan, who said, I owe the public nothing.

Know the Deal
Interested in how to avoid common stock option mistakes or information on restricted stock for estate, financial and retirement planning? Register at this Smart Stop for free articles, a global tax guide and a glossary of investment terms. Test yourself with quizzes on insider trading, restricted stock and tax, tap into newsletter archives or Ask the Experts. Members can use calculators to figure out restricted stock and SAR take-home amounts after taxes, for example.

Savings for Seniors
Looking for new clients? Helpful Links at this Web stop offers financial advisers marketing strategies and how-tos on selling seniors your services. Visitors can find advice on the four pitfalls of investing during retirement and charts on portfolio success rates. Theres also information on estate planning, mutual funds and reducing taxes. Get a free subscription to the Senior Finances newsletter and the Retiree Financial Guide, or send your clients to the Retirement Income Planning Basics section for the scoop on Social Security and the risks of investing.


Tips, Tools & Trends
This Robert Half Web site offers CPAs looking to the future A New Outlook On a Timeless Profession and research summaries on competencies for a changing business climate. Users can find industry statistics on the impact of new compliance regulations and the most sought-after skills and specialties. Charts and Graphs gives CFO opinions on increased corporate governance and recommendations for accounting newcomers, who also can find tips on interviewing, networking and writing cover letters and rsums.

Success Strategies
Come to business etiquette trainer Lydia Ramseys Web stop to take the workplace manners e-quiz and sign up for a free monthly newsletter. Find keynotes and seminars on how to make a good first impression and read articles on working with the disabled. Avoid playing the fool at office parties by listening to tips at a link on the home page to NPRs Motley Fool radio show. Learn how to add the polish that builds profits and mind your global manners, as well as 12 e-mail mistakes that are surefire career killers.

Insights & Opinions
Accountants interested in ethics and compliance issues will find articles on whether the SEC is prepared to deal with fraud and the latest news on enforcement and litigation proceedings. Other categories include financial planning, HR and technology, with links to related news and opinion polls where you can voice your views on whether you could blow the whistle and whether your business is prepared for a financial scandal.

Resources for Tax Time
CPAs and office managers doing payroll can make this tax season easier with this ADP-sponsored Web site. Find all state and federal tax forms, a guide to penalty and interest rates and federal tax calculations. Read case studies in the State Unemployment Insurance section on employer liability and use a claim cost calculator and glossary. Go to the Tax Compliance & Financial Services Toolbox to find STATcentral with 2004, 2005 and 2006 payroll calendars, reporting forms and the Payroll & Tax Monitor, which highlights and reports on new and changing state tax rules.


Get your clients ready for tax season

Upon its enactment in March, the American Rescue Plan Act (ARPA) introduced many new tax changes, some of which retroactively affected 2020 returns. Making the right moves now can help you mitigate any surprises heading into 2022.


Black CPA Centennial, 1921–2021

With 2021 marking the 100th anniversary of the first Black licensed CPA in the United States, a yearlong campaign kicked off to recognize the nation’s Black CPAs and encourage greater progress in diversity, inclusion, and equity in the CPA profession.