Sun Acquisitions

OCTOBER 11, 2023

In this blog post, we’ll explore some key steps you can take to preserve your legacy and set your business and team up for continued success. This documentation will be a valuable resource for your successor and team members, helping them understand how things work and ensuring consistent operations.

Start-ups 59

Start-ups 59

Valutico

FEBRUARY 5, 2024

Valutico has officially revealed its refreshed identity, inviting you to explore the revamped website and stay tuned to its social media for a new range of valuation resources. Keep up to date with our blog and news here. If you want to learn more about the platform, you can book your demo with a member of our team.

Start-ups 59

Start-ups Finance Corporate Finance Business Valuation 59

ThomsonReuters

JULY 13, 2023

By incorporating the latest technology, accounting firms can manage their tax compliance obligations more efficiently, while also providing staff with the tools and resources they need to stay informed and maintain a work-life balance.

Accounting Firms 97

Accounting Firms Start-ups Compliance Technology 97

ThomsonReuters

JUNE 6, 2022

Accounting and tax professionals often take advantage of resources from professional associations to keep abreast of relevant news. With the right learning resources and technology, you can quickly adapt to the ever-changing needs of clients and benefit from new revenue streams. How you can stay current.

Start-ups 142

Start-ups Technology 142

ThomsonReuters

APRIL 6, 2023

This court previously held that the members of USPSTF—but not HRSA or ACIP—were unconstitutionally appointed and thus lack the authority to determine the preventive services that must be covered by private health plans (see our Checkpoint article ). See also EBIA’s Self-Insured Health Plans manual at Section XIII.C.1

52

52

ThomsonReuters

DECEMBER 12, 2023

Background and functions of USERRA USERRA was enacted in 1994 and provides service members with specific rights regarding reemployment, retention of benefits, and protection against discrimination based on their military service. Jeff Kopp, a partner at Foley and Lardner, LLP, explained that USERRA generally does three things. Army Reserves.

Compliance 52

Compliance 52

ThomsonReuters

MARCH 8, 2024

Taking full accountability means firms need to push themselves to use all of the resources they can to make a successful change happen. There are a lot of vendors with software, platforms, tools, and other resources to help you shift your business model. A growing tax business requires a different, more advisory-based , approach.

Technology 96

Technology Accounting Firms Compliance 96

ThomsonReuters

NOVEMBER 8, 2022

Please note that access to the resources below requires a Checkpoint subscription except as otherwise stated. Checkpoint Edge resources: New 1099 Filing Portal Slated to Launch January 9. Who needs to know : Benefit and payroll professionals, human resources departments, tax departments, CPAs. Not yet a subscriber?

69

69

ThomsonReuters

JANUARY 4, 2024

With outsourced staff managing routine tasks, specialized work can be handed off to in-house staff members. The benefits of this strategy are two-fold. This shift towards more personalized client service — coupled with the powerful combination of data-driven technology — empowers staff members and strengthens client relationships.

Accounting Firms 78

Accounting Firms Technology Compliance Marketability 78

ThomsonReuters

MARCH 21, 2023

Are members of your accounting team among them? Absent: Do you have a team member who is frequently calling out sick or is routinely late to meetings? For starters, if a team member seems disengaged, it is important to open the lines of communication to try and determine what is causing their disengagement.

Start-ups 52

Start-ups Finance 52

ThomsonReuters

APRIL 20, 2023

In Braidwood , a federal trial court held that the members of USPSTF—but not HRSA or ACIP—lacked the authority to determine the preventive services that must be covered by private health plans (see our Checkpoint article ). See also EBIA’s Self-Insured Health Plans manual at Section XIII.C.1 Contributing Editors: EBIA Staff.

98

98

ThomsonReuters

JANUARY 18, 2024

GAAP and AICPA Accounting professionals are no strangers to the GAAP (generally accepted accounting principles) accounting framework or the industry’s American Institute of CPAs (AICPA), which serves 698,000 members, students, and professionals in 188 countries and territories. However,

Technology 59

Technology Compliance Finance Marketability 59

ThomsonReuters

JULY 11, 2023

When an opportunity is identified, the preparer, or another member of the team, can then schedule a post-tax season client meeting to further discuss the advisory opportunity with the client. Risk management : Companies today face a number of risks whether it is breaches in data security or calls for greater transparency, to name a few.

Compliance 75

Compliance Marketability 75

ThomsonReuters

JUNE 15, 2022

Encouraging learning with a mix of resources. You can help team members keep their tax knowledge current by providing different learning opportunities: Events. While these are all invaluable resources to aid professional development, what happens when your tax team needs stronger support in their day-to-day client work?

Technology 98

Technology Compliance Finance Marketability 98

ThomsonReuters

JULY 2, 2021

As a staff member, you likely gauged your performance on the completion of specific tasks. With today’s technology, there are many ways small firms with limited resources can use software to drive efficiencies. Add Thomson Reuters to your staff with solutions and resources tailored specifically to the small firm.

Start-ups 52

Start-ups Technology Marketability 52

ThomsonReuters

APRIL 18, 2024

Challenges presented by the hybrid worker for human resources and payroll With over 30 years of experience in state and local tax laws, Lynn A.

Compliance 52

Compliance 52

M&A Leadership Council

OCTOBER 16, 2023

Lack of this key executive involvement means strategic ownership and direction are missing and will result in an underinvestment of resources, and an absence of overall corporate commitment. Not a strong endorsement for high-potential resources to get involved in the effort. This doesn’t mean it needs to be complicated.

Start-ups 59

Start-ups Technology Marketability 59

ThomsonReuters

APRIL 15, 2021

Businesses that require occasional additional services and/or staffing : Some organizations have resources on staff to “cover the basics.” This means bringing in data scientists or recruiting team members who understand the entire “data supply chain” where information moves from raw data to a valuable resource.

Accounting Firms 96

Accounting Firms Compliance Technology Finance 96

Internal Audit 360

APRIL 25, 2024

GUEST BLOG POST I believe just about every internal audit executive would agree with me that our independence from management is critical. They also cannot command that we perform other activities (even other, lower risk audits), diverting our limited resources from our essential responsibilities. So, what are the right words to use?

Banking 52

Banking 52

ThomsonReuters

JUNE 28, 2023

This enables team members to understand where their role fits and offers built-in capabilities for data governance, information controls, and audit trails. When it comes to ESG and the selection of technology solutions, the current challenge is the competition for resources across internal corporate functions.

Accounting Firms 98

Accounting Firms Compliance Start-ups Technology 98

ThomsonReuters

AUGUST 22, 2023

For example, there are several European Union member states with a required minimum wage rate. The post Director Discusses Several Considerations Involved When Taking A Business Global appeared first on Tax & Accounting Blog Posts by Thomson Reuters. Unfortunately, there are downsides as well. Euros and 12.00 Euros per hour.

Compliance 98

Compliance Start-ups Marketability Technology 98

ThomsonReuters

SEPTEMBER 15, 2022

After a technical and lengthy analysis of the makeup and authority of the USPSTF, HRSA, and ACIP, the court held that the members of USPSTF—but not HRSA or ACIP—were unconstitutionally appointed and thus do not have the authority to determine the preventive services that must be covered by private health plans.

52

52

ThomsonReuters

JUNE 8, 2023

This blog post will provide an overview of these three strategies that are essential for successfully recruiting and keeping top talent in the audit industry. The post 3 must-have strategies for recruiting and retaining top audit staff appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

Technology 52

Technology Data Analysis 52

ThomsonReuters

MAY 5, 2022

In fact, a recent survey by human resource consulting firm Robert Half found that 91 percent of finance and accounting professionals said they are concerned about valued employees on their team leaving for new opportunities. A team member who can, perhaps, better relate to the desires or requirements of the job candidate.

Accounting Firms 96

Accounting Firms Technology Finance Marketability 96

Internal Audit 360

FEBRUARY 1, 2024

GUEST BLOG POST A t well-governed public companies, the decision to remove a chief audit executive (CAE) is ideally made by the audit committee of the board of directors, especially if the removal is “for cause” or performance. The audit committee members often become involved only after the fact.

Accounting Firms 52

Accounting Firms Compliance Banking Technology 52

ThomsonReuters

JULY 19, 2022

Members include Australia, Brunei Darussalam, Canada, Chile, Japan, Malaysia, Mexico, Peru, New Zealand, Singapore, and Vietnam. They may not have the resources to understand, interpret, and comply with complex rules of origin or even decide which federal trade agreements to use. After the U.S. Laborious compliance.

Compliance 96

Compliance Marketability Technology 96

ThomsonReuters

DECEMBER 13, 2021

Perform a cost-benefit-risk analysis: Find out how much time individual indirect tax team members are spending on checking spreadsheets, data handling , and correcting errors. And some feel it’s pointless to consider a new tax engine before ironing out other data issues with their enterprise resource planning (ERP) system.

Technology 52

Technology Compliance Finance 52

Sun Acquisitions

MAY 26, 2022

Investopedia.com defines a chamber of commerce (CC) as an: “… association or network of businesspeople designed to promote and protect the interests of its members.”. It’s well worth getting in touch with your local CC and finding out about the resources available to members and any help offered to those selling their businesses.

Banking 52

Banking Start-ups Marketability 52

ThomsonReuters

APRIL 6, 2021

Some organizations have resources on staff to “cover the basics.” This way, you’ll be able to manage resource compression better while providing the trusted advisory services clients need. The post The Big Shift: Changing needs means changing tactics appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

Start-ups 64

Start-ups Compliance Technology Finance 64

ThomsonReuters

JULY 8, 2021

Multinational enterprises (MNEs) began using centralized shared services centers three decades ago to standardize and improve efficiency in back-office functions such as finance & accounting, human resources, and IT. Dissecting the Fast Pace of Digital Transformation and Its Tax Implications podcast . The future is here.

Technology 98

Technology Finance Compliance Corporate Finance 98

ThomsonReuters

JANUARY 3, 2023

Disparate systems, remote work environments , and staffing constraints are among the issues they must navigate, and without the right tools and resources in place, it can be difficult. Now throw into the mix the rise of remote audits and the need for even greater collaboration among team members and clients — auditors are exhausted. .

Technology 59

Technology Accounting Firms 59

ThomsonReuters

JULY 7, 2022

Tips are provided for maintaining the privacy and security of personal and health information on cell phones and tablets, with links to numerous resources. that PHI not be disclosed to particular family members). Although not mentioned in the guidance, individuals also have the right to request alternate means of communication (e.g.,

52

52

ThomsonReuters

SEPTEMBER 8, 2023

Sole proprietors must also adhere to these rules, even if they are the S corp’s only board member and employee. Whichever option you choose, running a small business is not easy, so make sure you have the right legal resources available to set up and operate an LLC. describes what tax apportionment is and how you calculate it.

Start-ups 75

Start-ups Compliance Dividends Business Enterprise 75

ThomsonReuters

OCTOBER 1, 2022

In a world where tax regulations are constantly changing, clients are demanding more, and competition is fierce, it’s hard to decide where to invest your limited time and resources. The first step to deciding where to invest your accounting firm’s time and resources is to understand your challenges.

Accounting Firms 59

Accounting Firms Compliance Technology Finance 59

ThomsonReuters

DECEMBER 1, 2021

Learn how other global tax professionals are dealing with the pressures of being over-burdened and under-resourced in our new report Indirect taxes: Much more than just a process. Indirect tax teams face resource constraints and talent gaps in new survey. Recruitment/development of skilled talent, particularly in tech.

Compliance 52

Compliance Start-ups Technology Data Analysis 52

ThomsonReuters

JUNE 16, 2023

The result is a streamlined workflow, higher profitability, and more engaged team members. To read more about other problems in the accounting industry, check out our blog on “ Top accounting issues in 2023 ”. Inaccuracies lead to client frustration, loss of time, and loss of profitability.

Technology 98

Technology Start-ups Accounting Firms Compliance 98

ISA

MARCH 30, 2022

For this month’s education blog, I was asked to write about starting or moving your appraisal business. Finally, the article will conclude with some marketing tips and where to find other business resources ISA provides to its members. Other states will have a similar resource. 3/16/2022 12:00:00 AM.

Appraisal 75

Appraisal Start-ups Marketability 75