CPA

AICPA Says Senate’s $2 Trillion Economic Stimulus Bill is Great Step for Small Businesses and Employees

Thursday, March 26, 2020 - 10:35pm

The American Institute of CPAs (AICPA) today praised the CARES Act, the Senates $2 trillion economic stimulus bill, and said it would provide substantial relief for small businesses and employees once signed into law.

Key Points: 
  • The American Institute of CPAs (AICPA) today praised the CARES Act, the Senates $2 trillion economic stimulus bill, and said it would provide substantial relief for small businesses and employees once signed into law.
  • The Senates passage of the CARES Act is an important step in keeping Main Street businesses resilient and ensuring that employees jobs are protected, said AICPA President and CEO Barry Melancon, CPA, CGMA.
  • In our meetings with members of Congress and Treasury, we called for economic recovery provisions that are fast, efficient and enable small businesses to ramp back up quickly.
  • That work will continue, informed by information we are gathering from CPA firms working on the front lines with small businesses.

Pulakos CPAs Celebrates 60 Years in New Mexico

Monday, March 9, 2020 - 2:00pm

1960), a locally-owned accounting firm specializing in tax, audit, and comprehensive business advisory services, is celebrating 60 years of service to businesses, individuals, and organizations in New Mexico.

Key Points: 
  • 1960), a locally-owned accounting firm specializing in tax, audit, and comprehensive business advisory services, is celebrating 60 years of service to businesses, individuals, and organizations in New Mexico.
  • Pulakos CPAs' Managing Shareholder, Brad Steward, CPA, CCIFP, commented on what the community can expect from the firm over the next 60 years:
    "Pulakos CPAs' longevity is the direct result of our professional team's ability to help our clients navigate the impacts of the ever-increasing pace of economic, market, and technology changes.
  • Our team of CPAs has always been known as talented business advisors who are also outstanding accountants.
  • Pulakos CPAs clients include individuals, businesses, and community organizations throughout the state of New Mexico.

AARP Names Ed Slott as New Columnist

Thursday, March 5, 2020 - 6:39pm

NEW YORK, March 5, 2020 /PRNewswire/ --Ed Slott, CPA, nationally recognized IRA expert, founder of Ed Slott and Company, LLC and creator of www.irahelp.com ,has been named a columnist for AARP, the nation's largest nonprofit, nonpartisan organization dedicated to empowering Americans 50 and older to choose how they live as they age.

Key Points: 
  • NEW YORK, March 5, 2020 /PRNewswire/ --Ed Slott, CPA, nationally recognized IRA expert, founder of Ed Slott and Company, LLC and creator of www.irahelp.com ,has been named a columnist for AARP, the nation's largest nonprofit, nonpartisan organization dedicated to empowering Americans 50 and older to choose how they live as they age.
  • "I consider it a great honor to team up with such an esteemed, long-standing and reputable organization like AARP," said Slott.
  • ABOUT ED SLOTT:Ed Slott, CPA, is the nationally recognized IRA and retirement planning distribution expert, best-selling author and professional speaker.
  • His company, Ed Slott and Company, LLC, is the nation's leading provider of technical IRA education for financial advisors, CPAs and attorneys.

CORDIA Announces Three Promotions to Principal

Wednesday, March 4, 2020 - 3:08pm

These promotions recognize three outstanding leaders for their commitment to the firm and its clients while further enhancing the firms' leadership team.

Key Points: 
  • These promotions recognize three outstanding leaders for their commitment to the firm and its clients while further enhancing the firms' leadership team.
  • Michael Cippel, CPA and Principal, has been with the firm for over eight years and served as a Director in our Government Contracting practice.
  • Abraham Gogel, CPA and Principal, joined Cordia 10 years ago and served as a Director, primarily providing accounting systems and business process support to not-for-profits and professional services organizations.
  • Veronica Vannoy, Principal, Marketing and Communications joined Cordia in 2018 and served as Director of Marketing and Communications.

MCM CPAs & Advisors Partner Crystal Faulkner Joins alliantgroup Strategic Advisory Board

Wednesday, December 11, 2019 - 2:00pm

HOUSTON, Dec. 11, 2019 /PRNewswire/ -- alliantgroup continues to expand its Strategic Advisory Board to better suit its clients and is thrilled with the addition of MCM CPAs & Advisors Partner Crystal Faulkner.

Key Points: 
  • HOUSTON, Dec. 11, 2019 /PRNewswire/ -- alliantgroup continues to expand its Strategic Advisory Board to better suit its clients and is thrilled with the addition of MCM CPAs & Advisors Partner Crystal Faulkner.
  • Faulkner is also certified in exit planning for businesses and owners and brings to alliantgroup a wealth of experience.
  • "Crystal has built an amazing reputation as a business leader in this industry and works tirelessly for her clients.
  • alliantgroup is a management consulting company with a mission to strengthen American businesses through reinvestment in innovation and job growth.

CPA Tom Wheelwright kicks off 2020 by hosting CPA Revolution Masterclass

Friday, December 6, 2019 - 8:05am

When asked WHY NOW, Wheelwright explained, "Most Tax Advisors don't focus on building wealth for their clients, and struggle with expanding their business.

Key Points: 
  • When asked WHY NOW, Wheelwright explained, "Most Tax Advisors don't focus on building wealth for their clients, and struggle with expanding their business.
  • Michael Uadiale CPA, CGMA, ACA, PhD, reflected on how this CPA-Revolution Masterclass changed his life and practice; "The WealthAbility class really opened me up to a new way of thinking about taxes even as a CPA.
  • CPAs can RSVP for this CPA-Revolution Masterclass here:
    To help CPAs build their practice and create wealth, Wheelwright launched the WealthAbility Network .
  • https://wealthability.com/thenetwork/
    CPA Tom Wheelwright is a Global Tax Strategist, Educator, Entrepreneur and CPA, who is sought-after as both a tax expert and successful business leader.

Integrated Partners Designated by the Massachusetts Society of CPAs as a Corporate Partner in Financial Services

Wednesday, November 20, 2019 - 3:08pm

Integrated further synthesizes the relationship between advisor, client and CPA with its in-house marketing team called In Touch Innovations.

Key Points: 
  • Integrated further synthesizes the relationship between advisor, client and CPA with its in-house marketing team called In Touch Innovations.
  • Our CPA Partner Program has been one of our best-kept secrets for over two decades, said Paul Saganey, founder and president, Integrated.
  • CPAs often work with highly advanced clientele, such as business owners, and have a 360 view of their financial world.
  • So when a well-respected group like the MSCPA selects Integrated to join its Corporate Partner Program, its a special feeling.

Tax Expert Tom Wheelwright to teach Top 2017 Tax Act Mistakes CPA and Opportunities this November 2019

Thursday, November 14, 2019 - 8:05am

TEMPE, Arizona, Nov. 14, 2019 /PRNewswire-PRWeb/ -- CPA and CEO of WealthAbility Tom Wheelwright will teach the Top 2017 Tax Act Mistakes and Opportunities this November 21-23, 2019, to help CPAs with year-end planning for their clients and CPE credits*.

Key Points: 
  • TEMPE, Arizona, Nov. 14, 2019 /PRNewswire-PRWeb/ -- CPA and CEO of WealthAbility Tom Wheelwright will teach the Top 2017 Tax Act Mistakes and Opportunities this November 21-23, 2019, to help CPAs with year-end planning for their clients and CPE credits*.
  • WealthAbility CPA EVENT: November 21-23, 2019: The Top 2017 Tax Act Mistakes and Opportunities (20 CPE Credits) is for Private Practice CPAs, and will highlight the HOW versus the WHAT for year-end planning steps that every CPA needs to take now to maximize tax savings for clients.
  • https://wealthability.com/thenetwork/
    CPA Tom Wheelwright is an International Tax Strategist, Legislator and Educator, who is a sought-after expert in both tax legislation and tax planning.
  • And Wheelwright is contributor and source to The Tax Advisor, The General Partnership of Taxation, Taxation For Accountants, Taxation for Lawyers, and Tax Notes.

A new campaign that shows "the new face of CPA"

Monday, September 9, 2019 - 4:05pm

is the premise of the brand-new CPA advertising campaign that has just kicked off across Canada.

Key Points: 
  • is the premise of the brand-new CPA advertising campaign that has just kicked off across Canada.
  • Drawing on the approach of last year's very successful "boring" campaign, the 2019-2020 campaign aims once again to portray CPAs in a modern light.
  • The advertising campaign highlights the faces of diversity, competence and innovativeness that are the hallmark of the Canadian CPA profession.
  • The campaign was developed by the CPA profession's national branding committee in partnership with the profession's agency of record, DentsuBos.

Gelman, Rosenberg & Freedman CPAs Announces New Office Address and Brand Identity - GRF CPAs & Advisors

Monday, August 19, 2019 - 4:07pm

BETHESDA, Md., Aug. 19, 2019 /PRNewswire/ -- Gelman, Rosenberg & Freedman CPAs , a full-service professional services firm providing clients with audit, tax, outsourced accounting and advisory solutions, announced today the firm has relocated its Metro Washington, DC-area office and rebranded as GRF CPAs & Advisors (GRF).

Key Points: 
  • BETHESDA, Md., Aug. 19, 2019 /PRNewswire/ -- Gelman, Rosenberg & Freedman CPAs , a full-service professional services firm providing clients with audit, tax, outsourced accounting and advisory solutions, announced today the firm has relocated its Metro Washington, DC-area office and rebranded as GRF CPAs & Advisors (GRF).
  • The rollout of the updated brand identity coincides with the firm's move to a new office suite at 4550 Montgomery Avenue, Suite 800 North, Bethesda, MD 20814.
  • She added, "True to the firm's values, GRF has several community service projects planned in the coming months."
  • For more about GRF CPAs & Advisors, visit our website at www.grfcpa.com .