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Association, CPA.com Launch “Shark Tank” for Startups

The Association of International Certified Professional Accountants and CPA.com are launching an early-stage company accelerator to promote innovation and give the profession early insight into disruptive technologies.  The Association and CPA.com Startup Accelerator will provide funding and other support to as many as five early-stage companies that emerge from a competition. To read the full article in th ...

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How to Comply with the New AICPA Ethics Standards for M&A

The rise in firm discontinuances and sales brings with it a host of practitioner concerns regarding independence, confidentiality, and the transfer of client files.  To address these concerns and provide specific guidance, the Professional Ethics Executive Committee issued two new interpretations of the AICPA Code of Professional Conduct (the Code) and revised an existing interpretation.  April Sherman, man ...

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How Implementing Value Pricing Can Help Your Staff Get More Done

As many firms are struggling to recruit and retain qualified people, some practitioners have found that value pricing has made their working environment more efficient and more attractive to staff members.  Value pricing can keep your team happier and make your firm more profitable. To read the full article in the Journal of Accountancy, click: How Implementing Value Pricing Can Help Your Staff Get More Don ...

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5 Tips to Help Identify Fake Financial News

A new survey reveals fake financial news is affecting Americans' ability to make retirement, investment and health care decisions.  Even worse, Americans feel that fake news will be more prevalent in the future.  The AICPA National CPA Financial Literacy Commission has tips to help keep Americans from falling into the fake news trap. To read the full article in AICPA Insights, click: 5 Tips to Help Identify ...

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Why Financial Planning Makes Sense for CPAs

How Personal Financial Planning Complements CPA Practices Adding personal financial planning services can help CPA firms build stronger bonds with clients and open up opportunities for referrals, writes Stuart Kessler, CPA, PFS.  He shares several techniques that can help your PFP practice, beginning with helping clients feel relaxed and comfortable during initial meetings.  CPAs who are interested in addin ...

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Innovation Showcase: CPA Employers on the Cutting Edge

Practices usually associated with startups have helped these seven employers of CPAs establish welcoming cultures and retain employees.  From virtual workplaces to vacation stipends to having employees set their own hours, these innovative practices are helping employers drive productivity.  Lea Hart, AICPA associate editor, explains. To read the full article in the Journal of Accountancy, click: Innovation ...

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What Large Firms Expect From New Accounting Grads

Recruiters from large firms, including the Big Four, reveal what skills and competencies they look for in new hires.  Sarah Ovaska-Few discusses these tips. To read the full article in AICPA, click: What Large Firms Expect From New Accounting Grads. ...

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How to Add a New Specialty to Your Practice

By developing expertise in a new practice area, a CPA can increase income and become a more well-rounded professional.  Robert M. Caplan, CPA, shares his helpful insights on how to help you and your practice. To read the full article in The Tax Adviser, click: How to Add a New Specialty to Your Practice. ...

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Retirement Tips from Retired CPAs

Retired CPAs Share Retirement Advice The transition into retirement can be challenging for CPAs who have grown accustomed to the daily routine and demands associated with the accounting profession.  Maria L. Murphy, freelance writer, discusses seven tips from accountants who have successfully transitioned for making the most of life after work. To read the full article in the Journal of Accountancy, click: ...

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Succession Issues Likely to Fuel Urgency Around Retention of Women CPAs

One Way to Address Succession Issues With leaders from the baby-boom generation retiring, the CPA profession is looking for new leaders to step forward.  This has increased the urgency around retaining and developing women in leadership positions in the profession.  Ken Tysiac, JofA editorial director, reports. To read the full article in the Journal of Accountancy, click: Succession Issues Likely to Fuel U ...

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IRS Future State is Not a One Size Fits All

Forum Discusses Future State of the IRS Nina Olson, the national taxpayer advocate, heard from tax practitioners and taxpayer groups on how the Internal Revenue Service can modernize its taxpayer services.  Troy Lewis, chair of the AICPA's Tax Executive Committee, called for better training and technology and IRS cooperation with stakeholders.  Ann Marie Maloney, AICPA communications manager, reports. To re ...

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Key Questions to Ask the Family Business Owner who Plans to Sell

Advising Your Business-Owner Clients on Transitions As baby boomer entrepreneurs move toward retirement, their advisers should ask a series of questions about their financial and emotional states to help them plan their exit strategies.  Patricia M. Annino, JD, suggests, among other things, advisers should ask about how quickly clients want to sell, how the sale will affect their families, and whether they ...

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Tax Season Wrap Up

Getting Your Groove Back After Tax Season The adrenaline rush is over, the returns are filed and vacation beckons.  However, post-busy-season blues may creep in, observes Cari Weston, CPA, director of the AICPA's Tax Practice & Ethics Team and a former tax practice owner.  She offers ways you can learn from the past season to move your practice forward and celebrate being a tax practitioner.  Want to ex ...

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CPA Marketing Toolkit for Small Business

Articulate Your Value to Business Clients Seeking Startup Financing Share this brochure and accompanying checklist, “Guide to Acquiring Startup Financing” with your clients as they explore options for securing capital, and help them understand how a CPA can assist.  These tools plus a PowerPoint presentation, part of the CPA Marketing Toolkit for Small Business, outline the required steps small businesses m ...

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Proposal Aims for Uniformity in CPE Credit Increments

Proposal Seeks Consistency in CPE Credit Increments The AICPA and the National Association of State Boards of Accountancy issued an amended proposal to create consistency in the increments of continuing professional education credits that CPAs can earn through various methods of instruction.  Interested parties are encouraged to comment on the exposure draft by April 30.  Ken Tysiac, JofA editorial director ...

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Transitioning the Financially Inexperienced Divorce Client to Self-Sufficiency

The Emergence of the Transitional Support Advisor Following a divorce, how does a financially naïve former spouse transition to become a financially independent former spouse? In this article, the author discusses what is a Transitional Support Expert and that professional’s role in a dissolution proceeding and following entry of the decree. ...

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CPA Marketing Toolkit for Small Business

Help Your Small-Business Clients Create a System for Record Keeping Good record-keeping preparation and planning can give clients a better handle on their overall financial position, make tax preparation easier, and create operational efficiencies throughout their businesses.  A helpful record-keeping brochure and PowerPoint presentation can help you educate your small-business clients. To download the broc ...

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4 Benefits of Finding the Right Niche

Offering your clients specialized services—personal financial planning, IT specialization, and fraud and forensic accounting, among others—can help set you apart in today's competitive CPA marketplace.  Mark Koziel, CPA, CGMA, Vice President, Firm Services & Global Alliances, American Institute of CPAs, discusses how finding your niche can help you and your clients. To read the full article in AICPA Ins ...

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Tax ID Theft Victims may Obtain Copies of Fraudulent Returns

IRS will Provide Tax ID Victims Copies of Fraudulent Returns The Internal Revenue Service announced procedures for victims of tax ID theft or their authorized representative to request copies of bogus returns filed by identity thieves.  This change of policy will allow identity theft victims to better assess what personal information was compromised and how it was used.  Paul Bonner, JofA senior editor, dis ...

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