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December 9, 2021

Prepared for Voornaam

M&A roundup: Crowe combines with Briggs & Veselka

By Michael Cohn      

Two Top 100 Firms combine; and PKF O’Connor Davies added LB Goodman & Co. View story →

Canopy raises $35M in latest funding round

By Danielle Lee       2 min read

The investment will be used to accelerate the practice management software provider's mission to become the default operating system for accounting firms, according to CEO Davis Bell.  View story →

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SALT deal eludes Democrats as millionaires cut from tax break →

Key negotiators continue to clash over the specific income limits for one of the unresolved issues in President Joe Biden’s economic agenda.

Lessons from CAS leaders

By Erik Asgeirsson       4 min read

Client accounting services 2.0 is coming: It’s time to take your practice to the next level. View story →

Sales Tax Institute names 2021 Tax Nerd Award winner

By Daniel Hood       2 min read

Self-taught 'tax department of one' Iryna Soares was recognized for her commitment to and passion for the field. View story →

Tax planning to help frontline medical workers

By Bryan Cannon       3 min read

Practitioners can serve medical workers well by encouraging them to take the necessary time to establish a long-term tax plan. View story →

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SALT deal eludes Democrats as millionaires cut from tax break

By Laura Davison       3 min read

Key negotiators continue to clash over the specific income limits for one of the unresolved issues in President Joe Biden’s economic agenda. View story →

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Senate Democrats face deadline pressure on ‘Build Back Better’ bill

By Steven T. Dennis, Laura Litvan and Laura Davison       3 min read

One key holdout — Senator Joe Manchin — said he’s skeptical he can vote for a bill that includes major economic changes. View story →

These stock options deserve the SEC’s scrutiny

By Michelle Leder       3 min read

Corporate directors and executives aren’t supposed to use privileged information about their companies to enrich themselves at the investing public’s expense. View story →

Withum releases year-end tax-planning guide and resource center

By Michael Cohn       2 min read

The resources include articles and checklists that taxpayers and tax professionals can use to prepare for the new year. View story →

CPA funding portal expands with loan-financing option for small biz

By Michael Cohn       2 min read

The cloud-based financing system for accounting firms has grown to include a business term loan option for firms’ small business clients.  View story →

Investors want better disclosures on goodwill

By Michael Cohn       2 min read

A global survey of investment professionals covers accounting for goodwill, related disclosures, and how those issues are affecting analysis and investment decision-making. Read story →

Value Reporting Foundation adds Integrated Thinking Principles and SASB standards

By Michael Cohn       4 min read

 Read story →

In the blogs: Good advice

By Jeff Stimpson       3 min read

Starting advisory services; those who do also teach; the IRS is hiring; and other highlights from our favorite tax bloggers. Read story →

M&A roundup: BDO, McCarthy, Baratz and KNAV expand

By Michael Cohn      

BDO USA merged in Culbert Healthcare Solutions; McCarthy & Co. added Borislow, Factor & Kaufmann; Baratz & Associates merged in Metter & Company; and KNAV added Jonathan W. Kaplow, P.C. Read story →

Brace for the impact of the ACTC: IRS update

By Roger Russell      

At a recent stakeholder meeting, the IRS addressed the ramifications of the Advance Child Tax Credit payments on tax season and much more. Read story →

RESOURCES

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The year ahead

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Explore firms’ plans for 2022, from hiring and technology spending, to growth strategies, potential M&A, new service offerings and more. Learn More →

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How to get a handle on tax information reporting this season

Identify the most common obstacles related to year-end-reporting, followed by the best practices to help your business. Download Now →

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The accountant’s guide to managing supply chain disruption

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