Professional accounting bodies

Wolters Kluwer Tax & Accounting CEO Karen Abramson once again recognized as one of the Most Powerful Women in Accounting

Retrieved on: 
Tuesday, November 17, 2020
Professional services, Data management, Technology, Finance, Software, Accounting, Business, Alphen aan den Rijn, Wolters Kluwer, Financial services, Professional accounting bodies, CPA Practice Advisor, Certified Public Accountant, Accounting, American Institute of Certified Public Accountants, CT Corporation, Legal research, CPA Magazine

Wolters Kluwer Tax & Accounting CEO Karen Abramson has been named among 25 most powerful women in the accounting profession by the American Institute of CPAs (AICPA) and CPA Practice Advisor.

Key Points: 
  • Wolters Kluwer Tax & Accounting CEO Karen Abramson has been named among 25 most powerful women in the accounting profession by the American Institute of CPAs (AICPA) and CPA Practice Advisor.
  • This is the sixth time Abramson has earned a spot on the list that recognizes female leaders who are making the greatest impact on the tax and accounting profession.
  • Since joining the Tax & Accounting division, Karen Abramson has launched award-winning products, held global customer forums, and driven technology and innovation across the organization.
  • Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors.

14 Financial Planning Tips from AICPA to Act on Before Year-End

Retrieved on: 
Tuesday, November 17, 2020
Other Professional Services, Legal, Public relations, Investor relations, Finance, Consulting, Small business, Banking, Communications, Other Consumer, Accounting, Professional services, Philanthropy, Seniors, Family, Other Philanthropy, Consumer, Professional accounting bodies, Accounting, American Institute of Certified Public Accountants, Business, Financial services, Certified Public Accountant, PFS, Indiana CPA Society, Draft:Association of International Certified Professional Accountants

To help Americans make these moves before its too late, CPA financial planners with the American Institute of CPAs (AICPA) share the following 2020 year-end tips.

Key Points: 
  • To help Americans make these moves before its too late, CPA financial planners with the American Institute of CPAs (AICPA) share the following 2020 year-end tips.
  • - Jason Uetrecht, CPA/PFS member of the AICPA Personal Financial Planning (PFP) Executive Committee
    Quote: For taxpayers thinking about making a large charitable contribution, 2020 offers an excellent opportunity to go all in.
  • - Mark J. Alaimo, CPA/PFS member of the AICPA PFS Credential Committee
    Quote: The Roth IRA conversion remains a good planning technique for certain taxpayers.
  • - Matt Rosenberg, CPA/PFS member of the AICPA Financial Literacy Commission
    Quote: This has been a year to remember for stock portfolios.

Lead Marvels Gains Foothold in Accounting Industry With Digital 'Knowledge Hubs'

Retrieved on: 
Thursday, November 12, 2020
Professional accounting bodies, Accounting, Certified Public Accountant, CPA, Business, Financial services, Indiana CPA Society, Collaborative practice agreement

Arkansas Society of CPAs is launching in November 2020, and Washington Society of CPAs is launching in December 2020, with more states coming soon.

Key Points: 
  • Arkansas Society of CPAs is launching in November 2020, and Washington Society of CPAs is launching in December 2020, with more states coming soon.
  • "Adding value to our membership offerings is a key initiative with our state CPA society.
  • "Our experience with Lead Marvels has beenvery collaborative!
  • To learn more about how Lead Marvels can help your organization or association, please go to www.leadmarvels.com .

Apple Growth Partners’ Eric Flickinger Receives AICPA Forensic and Valuation Services Standing Ovation

Retrieved on: 
Tuesday, November 10, 2020
Professional services, Legal, Finance, Consulting, Banking, Accounting, Professional accounting bodies, Accounting, American Institute of Certified Public Accountants, Valuation, Business, Economy, Certified Public Accountant, Business valuation, Business valuation standard

The American Institute of CPAs (AICPA) Standing Ovation Recognition Program has recognized Eric Flickinger, CPA, ABV, as one of 22 outstanding young CPAs in the area of business valuation.

Key Points: 
  • The American Institute of CPAs (AICPA) Standing Ovation Recognition Program has recognized Eric Flickinger, CPA, ABV, as one of 22 outstanding young CPAs in the area of business valuation.
  • Flickinger, along with a select group of CPAs age 40 and younger from across the country, was honored at the AICPA's 2020 Forensic & Valuation Services (FVS) Conference in Las Vegas.
  • Flickinger is a manager in the business valuation department of Apple Growth Partners (AGP), an award-winning accounting and business valuation firm headquartered in Northeast Ohio.
  • Apple Growth Partners is an award-winning accounting and business advisory firm with more than 75 years of helping grow local businesses.

CPA Canada study highlights financial challenges, strengths during period of uncertainty

Retrieved on: 
Tuesday, November 10, 2020
Accounting, Business, Financial services, Professional accounting bodies, CPA Canada, Management accounting, Chartered Professional Accountant, Certified Public Accountant, Accountant, Financial Literacy Month

TORONTO, Nov. 10, 2020 /CNW/ - A new study from the Chartered Professional Accountants of Canada (CPA Canada) shows great variations in how Canadians are coping and even succeeding during this unprecedented time.

Key Points: 
  • TORONTO, Nov. 10, 2020 /CNW/ - A new study from the Chartered Professional Accountants of Canada (CPA Canada) shows great variations in how Canadians are coping and even succeeding during this unprecedented time.
  • CPA Canada's comprehensive 2020 Canadian Finance Studyexplores people's attitudes and feelings toward their personal finances.
  • The results being unveiled during Financial Literacy Month in Canada, highlight the new financial realities that Canadians are experiencing during the fallout from COVID-19.
  • "There's no doubt the COVID-19 pandemic has increased financial difficulties and concerns for many Canadians," says Doretta Thompson, CPA Canada's Financial Literacy Leader.

Black-Owned CPA and Financial Services Firms Announce New Name and Brand

Retrieved on: 
Saturday, November 7, 2020
Professional accounting bodies, Accounting, Certified Public Accountant, Accountant, Financial services, Business, National Association of Black Accountants, Indiana CPA Society

BALTIMORE, Nov. 6, 2020 /PRNewswire/ -- A 35-year-old association of Black-owned certified public accountant (CPA) and financial services firms will reveal its new organizational brand and firm-searchable website on November 12, 2020 at Noon.

Key Points: 
  • BALTIMORE, Nov. 6, 2020 /PRNewswire/ -- A 35-year-old association of Black-owned certified public accountant (CPA) and financial services firms will reveal its new organizational brand and firm-searchable website on November 12, 2020 at Noon.
  • The Diverse Organization of Firms (DOF) is a national 501(c)(3) nonprofit association whose active members are Black and other minority owners of licensed CPA and financial services firms.
  • Press conference on organizational name change and new website where the public can find Black-owned CPA and financial services firms.
  • To raise public awareness of the existence of Black-owned CPA and financial services firms, to address supplier diversity issues, and to dispel claims that Black-owned CPA and financial services firms are hard to find.

CAMICO and CPA Mutual Conclude Agreement to Transfer Accountants Professional Liability Insurance Program to CAMICO

Retrieved on: 
Tuesday, October 27, 2020
Accounting, Professional services, Insurance, Finance, Certified Public Accountant, Accounting, Insurance, Accountant, Professional liability insurance, Financial services, Professional accounting bodies, Economy, Indiana CPA Society

CAMICO ( www.camico.com ), the nations largest CPA-owned and directed program of insurance and risk management for the accounting profession, has reached an agreement with CPA Mutual to transfer CPA Mutuals Accountants Professional Liability Insurance program to CAMICO, effective Jan. 1, 2021, as policies renew.

Key Points: 
  • CAMICO ( www.camico.com ), the nations largest CPA-owned and directed program of insurance and risk management for the accounting profession, has reached an agreement with CPA Mutual to transfer CPA Mutuals Accountants Professional Liability Insurance program to CAMICO, effective Jan. 1, 2021, as policies renew.
  • CPA Mutuals member service and sales team will join CAMICO and will continue servicing CPA Mutual accounts as they transition to CAMICO.
  • CPA Mutual will also continue to service open claims filed with CPA Mutual, using the same claims team, and assist with the transition.
  • CAMICO provides Professional Liability Insurance, Employment Practices Liability Insurance, and other insurance products needed by CPA firms.

One in three Canadians concerned about COVID-19's impact on personal finances: CPA Canada study

Retrieved on: 
Tuesday, October 27, 2020
Accounting, Financial services, Business, Professional accounting bodies, CPA Canada, Management accounting, Accountant, Financial Literacy Month

According to a recent national survey commissioned by Chartered Professional Accountants of Canada (CPA Canada), one third of Canadians say the stress associated with money management has increased because of the pandemic.

Key Points: 
  • According to a recent national survey commissioned by Chartered Professional Accountants of Canada (CPA Canada), one third of Canadians say the stress associated with money management has increased because of the pandemic.
  • With November marking Financial Literacy Month in Canada, Chartered Professional Accountants of Canada (CPA Canada) has released its comprehensive Canadian Finance Study 2020, which examines people's attitudes and feelings towards their personal finances.
  • The results highlight the new financial realities that Canadians are experiencing during these unprecedented times.
  • "Canadians are worried amid the uncertainty and the pandemic is influencing how they are viewing and managing their finances," says Doretta Thompson, CPA Canada's Financial Literacy Leader.

ISACA Updates IT Audit Framework (ITAF)

Retrieved on: 
Thursday, October 22, 2020
Software, Mobile, Wireless, Accounting, Networks, Professional services, Internet, Hardware, Data management, Technology, Security, Other Professional Services, Other Technology, Consulting, Accounting, Auditing, Financial services, Business, Professional accounting bodies, Audit, Information technology audit, ISACA, Sampling risk, CISA

Many IT audit and assurance professionals have long relied on a single source of guidance to perform effective audit reportsthe Information Technology Audit Framework (ITAF) from global non-profit tech association ISACA.

Key Points: 
  • Many IT audit and assurance professionals have long relied on a single source of guidance to perform effective audit reportsthe Information Technology Audit Framework (ITAF) from global non-profit tech association ISACA.
  • ISACA has now released the fourth edition of ITAF with updated guidance and professional standards, as well as a companion white paper titled An ITAF Approach to IT Audit Advisory Services and a sampling guide titled ITAF Companion Performance Guidelines 2208: Information Technology Audit Sampling .
  • Highly relevant to Certified Information Systems Auditor (CISA) certification holders, ITAF is applicable to any IT audit or assessment engagement, regardless of whether it is for an IT-related audit, or one that is financial, compliance-related or operational.
  • ISACAs ITAF Companion Performance Guidelines 2208: Information Technology Audit Sampling provide guidance to IT audit and assurance practitioners in designing and selecting an audit sample and evaluating sample results.

Accounting Technology Firm Ceterus Releases COVID-19 Dental Financial Impact Study

Retrieved on: 
Wednesday, October 21, 2020
Certified Public Accountant, Accounting, Dentist, Articles, Financial services, Professional accounting bodies

Charleston, SC, Oct. 21, 2020 (GLOBE NEWSWIRE) -- Accounting technology company Ceterus announces a comprehensive look into the financial implications of COVID-19 on dental practices with the release of their COVID-19 Dental Impact Study .

Key Points: 
  • Charleston, SC, Oct. 21, 2020 (GLOBE NEWSWIRE) -- Accounting technology company Ceterus announces a comprehensive look into the financial implications of COVID-19 on dental practices with the release of their COVID-19 Dental Impact Study .
  • The study was conducted in partnership with dental CPA firms who leverage Ceterus whitelabled Dental CPA dashboard, an automated accounting and benchmarked reporting solution built specifically for CPA firms serving dentistry clients.
  • Ceterus dental CPA partners provide accounting services to over 1,000 dental practices across the U.S., offering a compelling snapshot into the industry at-large.
  • This unique industry study reinforces the need for accurate, automated accounting, high-quality financial data, and relationships with CPA firms who can provide trusted financial consultation.