Articles by gailperry

Survey: US CFOs Expected to Ramp Up Hiring By Year's End

Despite concerns about the risks and costs associated with health care, US CFOs maintain a more positive perspective as they enter the second half of 2013, especially toward hiring and employment opportunities, according to a new survey.

Leading by Example: AICPA Summit Promotes Skillbuilding, Sponsorship for Women

The Women's Global Leadership Summit, which will be held October 24 and October 25 at the J.W. Marriott Hotel in Washington D.C., will attempt to close the gap in women's leadership by offering both aspiring and established women leaders access to the two resources that can solidify their path to success: authentic role models and solid skillbuilding.

How to Nurture Young Talent in Your Firm

There once was a time when young CPAs got in line at a firm and “waited their turn” to become partner. Today, a number of factors are challenging this apprenticeship model. According to the AICPA’s 2012 PCPS Succession Survey, less than half of multi-owner practices have succession plans in place, and 42 percent point to a lack of confidence in the leadership ability of junior partners as the single largest succession issue.

Coaching Clients on the Rising Cost of College

Only the cost of fuel oil and gasoline has risen more than the cost of college tuition over the past 10 years, rising a staggering 88 percent since 2003.As higher education tuition costs continue to rise, saving for college is becoming increasingly difficult for many American families.

Wealth Management for Women: Creating a Women’s Circle

Female clients of wealth management firms often have different circumstances behind their financial planning needs. Some are breadwinners and business owners, while others are at-home family caregivers. Some worry about paying college tuition, caring for an elderly family member and managing household finances. Nearly all put their families’ needs ahead of their own.

The Benefits of Hosting a Client Seminar

Do you value your clients? Are you doing everything you possibly can on their behalf? Do they view your firm as a leader in the community? If you’re not answering yes to all of these questions, then it’s time to start thinking about hosting a client seminar.

Does It Pay to Diversify?

One way we can help our client investors possibly avoid financial catastrophes and achieve greater returns with less volatility is to encourage them to diversify their portfolios properly. The notion of diversification isn't new but clients don’t always have the knowledge of how to diversify.

Wealth Advisors Embracing Their Independence

Current events can often dictate wealth advisor behavior, particular when it comes to the prospect of becoming an independent advisor. With financial markets riding high and tax season behind us, many CPA firms that sat on the sidelines are now re-engaged and looking for new ways to boost their bottom lines and explore the growth component our industry: wealth management.

Study Reveals Top Nonaccounting Skills Sought in Accountants

Accounting and finance professionals who possess nontraditional accounting traits, such as general business knowledge and good communication skills, are valued not only by CFOs trying to fill open finance department positions at their companies, but also by human resources directors looking to recruit new talent to their accounting firms.

Excel Tip: Determining the Remaining Length of a Loan Using NPER

Learn how to use the NPER function in Excel to determine just how long it will take you to payoff that credit card bill on which you’re making monthly payments..

FASB Requesting Participation in FASAC Survey

The Financial Accounting Standards Advisory Council (FASAC), the primary advisory group for the Financial Accounting Standards Board (FASB), has issued a survey to solicit stakeholder views about the FASB’s future agenda. Participants are asked to respond to the survey by May 30, 2013.

Whistleblowing Reaches Center Stage

Court cases and events involving whistleblowing are appearing in news headlines with greater frequency, and awareness about the importance of speaking up, when witnessing wrongdoing continues to grow.

Houston CPA Society Grants School $1,052 for Document Cameras

Tipps Elementary School in Houston is expected to purchase four new document cameras this week for classroom use as a result of a $1,052 grant it received on April 23 from the Houston CPA Society’s CPAs Helping Schools program.

NJSCPA Video Pokes Fun at 'MTV Cribs,' Shows Lighter Side of CPA

A phone booth. A parking meter. A traffic signal. A fire hydrant. These are among the many decorations CPA Martin Abo has inside his home in Cherry Hill, NJ. Want a tour? Well, you can take one by watching the latest YouTube video by the New Jersey Society of Certified Public Accountants (NJSCPA).

Pew Survey: One-Third of Americans Like Doing Their Taxes

While many people believe doing their income taxes is a hassle, a recent survey from the Pew Research Center shows that a good portion of Americans don’t mind the process.

Update: Lauryn Hill’s Tax Case Leads to Prison

Last month, Grammy-winner Lauryn Hill asked the judge in her tax evasion case for probation. Not because she is a celebrity but because she wanted to work in order to pay the taxes she admitted owing. Things didn't turn out exactly as Hill planned.

Five Tips CPAs Should Heed for Continuing Education

Whether it is watching a webinar on their laptop, taking an online self-study course, or attending an educational session at a conference, CPAs have several avenues they can take to accumulate CPE credits.

Internet Sales Tax Clears Senate Hurdle

New legislation authorizing the states to collect sales tax from companies peddling their wares online breezed through the Senate on May 6 by a wide 69-27 margin. But the Marketplace Fairness Act is expected to face much tougher opposition in the Republican-controlled House of Representatives.

Southern Illinois University to Offer Online Accounting Degree

A new program at Southern Illinois University in Carbondale, IL allows off-campus students to complete an accounting degree completely online.

Meeting the Needs of Women Clients

Think of the best relationship you have with a male client. He’s been with you for many years and you consider yourself “old friends.” How is your relationship with his wife? If your answer is anything other than “spectacular,” you should read the following carefully: There’s a 70 percent chance your client’s wife will fire you within a year after the death of her spouse.

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