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If you have clients who are philanthropic, chances are you’ve heard of donor-advised funds. DAFs are the fastest-growing charitable giving vehicle in philanthropy for a good reason: They offer tax advantages, legacy planning options and flexibility that other giving vehicles can’t. And if your clients know about or already have a DAF, they might also […]
Wolters Kluwer adds eSignature to ATX, BKD wins HR award, and Xendoo adds Biller Genie integration for AR.
BDO, New York, released a report, “The BDO 600: 2020 Study of Board Compensation Practices of 600 Mid-Market Public Companies,” which analyzes how middle-market companies are compensating their board directors. The report is available here. Steven Hart was hired as the first chief information officer at Janover, New York, where he will be expanding the […]
Your CPA firm’s online presence is critical to your success. In my last article, I discussed what should happen when prospective clients Google your firm. Now we’ll discuss how to implement the strategies that boost your online presence: your website and your newsletter. We’ll weigh the pros and cons of three different approaches to creating […]
The Internal Revenue Service has posted instructions for both employers and employees about how to handle the Form W-2 reporting for the payroll tax deferral under President Trump’s executive action. Trump signed a memorandum in August to defer the 6.2 percent employee’s share of Social Security taxes from Sept. 1, 2020 until Dec. 31, 2020, […]
The outcome of Tuesday’s election could be profound tax changes, but that’s only if one party wins control of both houses of Congress and the White House. “After the November election the Democrats and the Republicans are going to know how many seats they hold in the House and the Senate,” said Tim Speiss, co-leader […]
The agreement between Camico and CPA Mutual to transfer the Accountants Professional Liability Insurance Program from CPA Mutual to Camico represents the collaboration of two mutual insurance companies, both founded by CPAs, to provide customized liability insurance to CPAs. “Camico is taking over CPA Mutual’s future business, and CPA Mutual will stay in business to […]
Did you get the Expensify email? If not, perhaps you saw it reported in publications from Bloomberg to Fast Company, to the New York Times and Wall Street Journal. This past Friday, October 23, Expensify CEO David Barrett sent an email to 10 million users with the subject line: “Protect democracy, vote for Biden.” In […]
With the election just around the corner, Top 100 Firm Crowe LLP released a roundup of the presidential candidates’ tax proposals on a range of topics, including employement, health care and energy. The summary complements the firm’s earlier discussions of their tax policy proposals for individuals and corporate taxes.
Top 50 Firm BPM LLP announced that it is expanding into Los Angeles County by adding in Rossi LLP, a full-service CPA firm in Long Beach, effective Nov. 1. Terms of the deal were not disclosed. “This year has been one of many changes, and thankfully many positive ones for BPM and our new team […]
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