ThomsonReuters

OCTOBER 7, 2021

Many firms are coming to the realization that they need to be offering more than only audit and compliance-based services due to excessive competition and commoditization. It creates a difference, versus typical compliance which is all after the fact and more reactive. Impact of advisory services on customer retention.

Compliance 52

Compliance Marketability Technology 52

ThomsonReuters

DECEMBER 19, 2023

Accountants should guide clients through the various forms and criteria associated with biomass tax credits , ensuring compliance and optimal tax savings. Newsletter Stay up to date with the latest changes in ESG legislation with Checkpoint newsstand.

Start-ups 110

Start-ups Compliance Technology Finance 110

ThomsonReuters

DECEMBER 19, 2023

From staying informed on ESG trends and regulations to identifying green tax breaks, more and more businesses are turning to accountants for ESG reporting and compliance. Compliance with evolving tax regulations. Newsletter Stay up to date with the latest changes in ESG legislation with Checkpoint newsstand.

Compliance 52

Compliance Finance Accounting Firms Marketability 52

ThomsonReuters

JUNE 15, 2022

Keeping your staff highly skilled in the current tax landscape isn’t just about demonstrating value over do-it-yourself compliance software and online preparation platforms. Reading newsletters from professional associations and LinkedIn posts from industry leaders allows staff to learn about the practical impacts of regulatory changes.

Technology 98

Technology Compliance Finance Marketability 98

ThomsonReuters

JULY 20, 2021

Automation and data collection tools that save time in tax compliance. As we release upgrades throughout 2021, make sure to subscribe to the Onvio newsletter for updates and measurable benefits this close collaboration delivers for Onvio customers and their clients. You voice is critical to our process.

Beta 52

Beta Start-ups Accounting Firms Compliance 52

ThomsonReuters

MARCH 24, 2022

OCR Quarter 1 2022 Cybersecurity Newsletter: Defending Against Common Cyber-Attacks (Mar. OCR has released its Cybersecurity Newsletter for the first quarter of 2022, emphasizing some core security safeguards. Here are key points from the newsletter for each attack type: Phishing. Available at [link]. Access Controls.

Technology 52

Technology Compliance 52

ThomsonReuters

DECEMBER 19, 2023

Additionally, Thomson Reuters ESG solutions , including Checkpoint ESG Toolkit, helps equip tax, corporate, risk, and legal professionals to navigate environmental-related tax credits and incentives while ensuring compliance. Newsletter Stay up to date with the latest changes in ESG legislation with Checkpoint newsstand.

Compliance 52

Compliance Finance Technology 52

ThomsonReuters

OCTOBER 12, 2023

Newsletter Stay up to date with the latest changes in foreign tax legislation with Checkpoint newsstand. It’s essential to be aware of the high tax kickout provision when calculating the foreign tax credit to ensure accurate compliance with tax regulations. Is the foreign tax credit refundable? federal income tax liability.

Compliance 40

Compliance Dividends 40

ThomsonReuters

MARCH 18, 2021

Additionally, if your firm is heavily focused on compliance, and revenue is tied to producing a return, you could be facing a real financial short-coming. Sending out newsletters updating clients on broad changes that affect many of your clients will help you avoid dozens of one-off phone calls and emails asking the same questions.

Compliance 52

Compliance Technology 52

ISA

MARCH 30, 2022

Knowing how busy we all are, I am sure that many of you read the ISA Education newsletter posts regarding these changes in terminology to align with USPAP terms and definitions and then put them aside. The 7hr USPAP Update Course is new for 2022, so sign up today to keep your compliance up to date. USPAP Courses are also listed.

Appraisal 75

Appraisal Start-ups Compliance Marketability 75

ThomsonReuters

DECEMBER 19, 2023

Additionally, Thomson Reuters ESG solutions , including Checkpoint ESG Toolkit, helps equip tax, corporate, risk, and legal professionals to navigate environmental-related tax credits and incentives while ensuring compliance. Newsletter Stay up to date with the latest changes in ESG legislation with Checkpoint newsstand.

Compliance 52

Compliance Finance 52

ThomsonReuters

APRIL 25, 2024

Compile a newsletter or email update on a quarterly or semi-annual basis to keep clients informed about recent tax changes, upcoming deadlines, and relevant financial planning strategies. Create regular communication channels. Set up personalized alerts. Blog Taxes on retirement income: Help for accountants advising clients.

Compliance 52

Compliance 52

Internal Audit 360

DECEMBER 22, 2022

Sure, we should, of course, conduct comprehensive risk assessments that drive our audit plan, and many of the usual suspects will end up on that plan: cybersecurity, regulatory compliance, financial reporting, third-party relationships, and you know the rest. 5 What Soccer Can Teach Us About Internal Audit and Corporate Governance.

Start-ups 98

Start-ups Compliance 98

ThomsonReuters

SEPTEMBER 7, 2023

Newsletter Stay up to date with the latest changes in tax legislation with Checkpoint newsstand. In terms of dependent care FSA contribution limits, the maximum amount that can be excluded from an employee’s income through a dependent care assistance program is $5,000 ($2,500 if married filing separately) for 2022.

Compliance 52

Compliance 52

Reynolds Holding

MARCH 29, 2022

Also, smaller reporting companies (which most startups are likely to be) will have a delayed compliance date. 24] See, e.g., Evan Weinberger, SEC’s Climate Plan Poses Compliance Hurdles for Mid-Tier Banks (Mar. Yet, this relaxation, while a nod in the right direction, still imposes substantial new costs on new tech businesses.

Banking 59

Banking Technology Venture Capital Fund Compliance 59

ThomsonReuters

DECEMBER 19, 2023

Because tax credits are available for a wide variety of energy efficient upgrades, accountants play a pivotal role in guiding clients through claiming these tax credits, ensuring compliance with eligibility criteria, and meeting documentation requirements. What is ENERGY STAR?

Compliance 52

Compliance Finance 52

ThomsonReuters

SEPTEMBER 7, 2023

Newsletter Stay up to date with the latest changes in tax legislation with Checkpoint newsstand. To effectively answer these questions, an understanding of the child and dependent tax credit and how to apply it is essential. Distributions from certain qualified disability trusts are treated as earned income.

Start-ups 52

Start-ups Dividends Compliance Technology 52

Value Scope

AUGUST 11, 2020

For example, the most recent EIA newsletter highlights that “annual U.S. ValueScope is a leader in the application of fair value measurement applying the Mandatory Performance Framework for better compliance with the Public Company Accounting Oversight Board. It is part of the U.S. Department of Energy (“DOE”).

Marketability 130

Marketability Treasury Equity Compliance 130

ThomsonReuters

JUNE 16, 2023

Given the findings, one can only expect the IRS will continue to ramp up its compliance efforts. The news quickly raised eyebrows as word spread that a large portion of the funding would be spent on compliance enforcement. What is tax regulatory compliance? What is a tax compliance measurement audit?

Compliance 97

Compliance Technology 97

ThomsonReuters

JULY 7, 2022

Also, PPC’s Practitioners Tax Action Bulletins , a twice-monthly newsletter, provides insightful articles on a variety of planning techniques, as well as sample letters that can easily be downloaded and sent to clients. The post 10 midyear tax planning moves appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

Start-ups 98

Start-ups Dividends Fair Market Value Equity 98