Wealth management

Plan Ahead to Avoid Required Minimum Distribution Nightmares

Tax time is also for planning ahead, so the next tax season goes smoothly, with no nasty surprises.

Special Guide: Pricing Strategies for Business Advisory Services

We've teamed up with Sage and Principa's Ric Payne to bring you this guide to pricing strategy.

Don't Try This at Home: Sex Addiction Is no Excuse for Tax Fraud

This CPA was very, very naughty. But you have to give him credit for an imaginative defense.

Bramwell's Lunch Beat: Auditor Responsibilities to Widen Says PCAOB

Apple Pay makes inroads, new faces at PCAOB meeting, Tax Court comes down hard on substantiation, and more.

3 Steps for Accountants to Jump Start Productivity Before Busy Season

Now is the time to become more productive—to learn how to work smarter, not necessarily harder.

Support Your Clients: Nominate Them for Local Awards!

Nominating your clients can be a great way to strengthen a relationship, while also demonstrating your commitment.

Bramwell’s Lunch Beat: Tax Extensions May Be Approved This Week

New IRS guidance, tax break vote, a break on Christmas Trees, accounting problems in Kansas, and more.

How to Use the Right Tools: The Rise of the Online Accountant

As 2014 draws to a close, we take a look at the technology tools and trends that will shape the new year.

Our Friday Wrap-Up: What You May Have Missed This Week

IRS rules on prizes, calling clients, pricing policies, expense tracking, auditing a website, and more.

Bramwell’s Lunch Beat: At Long Last, Camp Officially Introduces Tax Reform Bill

The menu features specials on audit failures are an “execution problem,” charity tax break bill a no-go, and more.

Learn How to Take Advantage of the Slow Times in Your Schedule

With tax season coming up, it's more important than ever to learn how to manage the peaks and valleys.

Clarified Auditing Standards: Principles and Objectives of Audits

The first article in a new series focusing on the Auditing Standards Board's Clarified Auditing Standards.

Bramwell’s Lunch Beat: IRS Business Mileage Rate Goes Up for 2015

The menu features specials on KPMG global revenue up 6%, review site G2 Crowd ranks payroll software, and more.

How to Handle Tough Federal Tax Rules for Prizes and Awards

Leading tax expert puts his game show victories to use in figuring out how prizes are taxed.

Sometimes You Just Have to Pick Up the Phone and Call a Client

In this texting world, we tend to forget just how important a human voice can be, as this humorous anecdote shows.

Bramwell’s Lunch Beat: Ban on Internet Taxes Part of Deal to Avoid Shutdown

The menu features specials on IRS paid $6B in bogus child tax credits, SEC corporate finance priorities, and more.

How to Not Completely Screw Up Your Firm's Pricing Policy: Part 2

Focus on a target market. Choose your benchmark: geography, demographics, industry, size or even applications.

How You Can Determine the First Sunday in a Month in Excel

To determine the first Sunday, it’s a simple matter of using the WEEKDAY and CHOOSE functions together.

Bramwell’s Lunch Beat: FAF/FASB Responds to Chief Accountant Comments

The menu features the IRS preparer program deadline, a European plan to raises taxes on Netflix, and more.

4 Common Expense-Tracking Pitfalls – And How to Avoid Them This Tax Season

Don't stress out at tax time. Proper deduction tracking during the year is not as difficult as you might think.


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