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Twelve Common Technology Mistakes You Should Avoid

Over my 30-plus year career consulting on technology, I've encountered many mistakes my clients have made regarding hardware, software, and technology in general. As technology has become more integral and complicated, I've seen an increasing number of companies struggle with it. These problems aren't just minor issues; in many cases they could threaten a company's survival. To read the full article in Jour ...

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Public vs. Private Blockchains: What CPAs Should Know

If you or your organization is interested in adopting blockchain technology, you need to know the difference between public and private blockchains.  One might be a better option than the other.  This blog post can help you decide. To read the full article in AICPA Insights, click: Public vs. Private Blockchains: What CPAs Should Know. ...

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Do You Know Where Your Client Data Is?

No financial technology innovation has saved advisors more time than when custodians began transmitting data files to firms.  Prior to this change, client data was updated by taking statements and keying them into the portfolio accounting system.  At the end of each quarter, statements were stacked thick and the data entry sprint began so that client reporting and billing could be completed. To read the ful ...

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Update on Taxes and Terrorism: Why Client’s Data Could Become Vulnerable

Digital Security: Apple, Taxes, and Terrorism The FBI has attempted to compel Apple, Inc. to defeat its own encryption.  Because Apple has thus far refused, a federal court in California will hear arguments.  The case is certain to have far-reaching implications for the nature of digital security.  Adam Junkroski, lead manager Tax Communications for AICPA, explains how the unbreakable encryption at the cent ...

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