Daily Edition: Tax Strategy Scan: Picking the Best Shelter

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Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

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Daily Edition

Jul 11, 2016

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
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Firm News – July 8, 2016

A roundup of recent expansions, additions, new services and other news from firms across the country.
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People News – July 8, 2016

A roundup of recent hires, promotions, awards and other personnel news from firms across the country.
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SPONSOR CONTENT

Recruiting and Retaining Talent

Employees see wealth management as a valuable addition to a tax or accounting practice if it’s offered the right way. Watch this video to learn what employees are looking for.
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Have You Discussed 401(K) Plans with Your Business Clients?

by PAUL DAVIDSON

Retirement plans are often considered strategic advantages for businesses, yet many small businesses do not offer their employees 401(k) plans. As an accountant, this is a discussion you can have with your business clients, to help them understand the value of retirement plans and how they can build upon the success of their company...
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Most Accountants Have Made Their Pick for Prez

by DANIEL HOOD

Two-thirds of accountants surveyed already know who they will vote for in November’s presidential election.
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Tax Fraud Blotter: 335 Out of 340

by JEFF STIMPSON

A roundup of our favorite recent tax fraud cases.
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In the Blogs: Notice Anything?

by JEFF STIMPSON

Highlights of some of our favorite tax-related blogs from the past week.
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RISCPA Names New Chair, Board Members

by DANIEL HOOD

The Rhode Island Society of CPAs announced its new chairman and four new board members.
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AICPA Issues Exposure Drafts

by DANIEL HOOD

The American Institute of CPAs has issued two new exposure drafts, including a proposal to update auditing standards surrounding going-concern evaluations.
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2016 EY-Earthwatch Ambassadors program donates 3,000 hours of research to Brazil, Mexico

by SEAN MCCABE

EY announced that their EY-Earthwatch Ambassadors program - a collaboration between EY and the Earthwatch Institute, a non-profit that looks to engage professionals in scientific field research and education in sustainable environments - donated 3,120 hours of service this year in assisting local entrepreneurs in Latin America.
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Hold the Sunscreen!

by ROGER RUSSELL

Yes, it’s summer, but that doesn’t mean it’s time to forget about your clients, or ease up on your plans to attract new ones.
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Getting Past the Dark Side of Sales

Industry consultant Martin Bissett has tips for getting CPAs more comfortable with sales.
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Columbus Acquires Client Strategy Group

by RANICA ARROWSMITH

Microsoft reseller Columbus has acquired Microsoft Dynamics ERP-focused consultancy Client Strategy Group, growing its presence in the United States.
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High Sales Tax States Cluster in Southeast

by DANIEL HOOD

Many of the highest average state and local sales tax rates are found in the Southeast, according to a midyear report from the Tax Foundation.
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Tax Relief for West Va. Weather Victims

by JEFF STIMPSON

The IRS is offering tax relief for the victims of the severe storms, flooding, landslides and mudslides in late June in parts of West Virginia.
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