Professional News

By James Frawley, Bellwether To say it’s been an interesting 24 months would be an understatement. The changes that have come as fallout from the pandemic will certainly alter many of the ways we work forever. But with a new way to work, as well as new expectations of employees, many organizations

By Laura M. Crowley, CPA, MBA, and Eric M. Diefenderfer, CPA, Citrin Cooperman Private companies have various options to raise capital when compared to public companies. These options are quite different from one another, so it is important to determine which option suits a particular business best

By Dr. Sean Stein Smith, CPA, DBA, CMA, CGMA, CFE, City University of New York-Lehman College Blockchain and cryptoassets are increasingly part of mainstream financial markets and accounting conversations. Decentralized finance (DeFi), non-fungible tokens (NFTs), the rapid proliferation of

There are several ways to reduce investment-related taxes, but one of the best solutions also happens to be one of the newest. This solution is Direct Indexing, and it has become much more available to investors in recent years. This article will explain what Direct Indexing is and how it can

By Thomas G. Stephens Jr., CPA, CITP, CGMA Technology is great – until it isn’t. When your technology doesn’t perform well, your productivity and security suffer. Further, technology glitches impair your ability to serve customers and clients – both internal and external. Fortunately, when your

by Lauren Pitonyak Insightful lessons can be learned by reviewing professional liability issues. With this in mind, Gallagher Affinity provides this column for your review. For more information about liability issues, contact Irene Walton at [email protected] . Many CPAs don’t realize how

Whistleblower investigations come in all shapes and sizes, and they occur irrespective of the quality of a company’s compliance program or internal controls. In this feature, I will examine investigations from the assumed point of view that the whistleblower is a company employee or third party

By Jeff Cook, CPA, CITP, CISA The traditional way of doing information technology (IT) and SOC 2 audits is going away, and it’s happening really fast. Automation is here, and it’s having an impact. But that doesn’t mean CPA firms cannot adapt and enhance their practices, deliverables, and value

by Angie M. Stephenson, CPA, PFS, CFP, and Thomas D. Giachetti, JD | Jun 28, 2022 Clients frequently ask their CPAs for guidance on selecting a wealth advisory firm. Often, CPAs have done their own due diligence to identify wealth advisers who they believe are high quality, charge reasonably in a

by Kim Brown, CPA Have you ever heard the phrase, “People expect women to work as if they don’t have kids, and raise kids as if they don’t work?” I cringe every time I read this because it is true. I am a mother to three young children (ages 5, 3, and 1) and a full-time CPA and auditor at a large