By Edward Mendlowitz, CPA/PFS, ABV December 2017 Many CPAs and most tax specialists perform personal financial planning (PFP) services; the AICPA estimates that more than 100,000 of its members perform some form of PFP for clients. The AICPA tried to unify and formalize PFP services with a credential—the Personal Finance Specialist (PFS)—but it doesn’t seem to […]
By Edward Mendlowitz Published November 13 2017, 11:45am EST Last week I conducted a breakfast meeting of the Withum Partners’ Network and I was asked a question that was not answered, so I’ll answer it in this column. Before I start, this meeting used a format I had never employed before. It was a “show […]
On November 2, 2017, NCCPAP participated in theAccountants Club Of America 90th Anniversary Gala at the Union League Club in New York City. The theme of this historic event was Celebrating Women of Achievement in Public Accounting. To commemorate this event, NCCPAP paid tribute to the late Susan Gallo, CPA. She had been in public accounting for […]
By Michael Cohn Published November 03 2017, 3:58pm EDT The tax reform bill introduced by House Republicans doesn’t give the low 25 percent income tax rate for pass-through businesses to accounting firms and other professional service firms, and the rules for getting around it are complicated. “The anti-abuse provisions for the reduction in the pass-through […]
By Michael Cohn Published November 03 2017, 4:43pm EDT The Accountants Club of America marked its 90th anniversary with a gala dinner in New York on Thursday night. ACA president Robert Fligel kicked off the proceedings, pointing to the club’s long history in the accounting profession and in New York City. “This is going to […]
New York Law Journal Reader Ranking Survey, Signature Bank once again ranked among the Top 3 of several key categories.
Good Times Are Here Again? By Joanne S. Barry, CAE October 2017 Issue, Publisher’s Column | October 2017 It’s a great time to be a CPA firm. So says Marc Rosenberg in his foreword to the 2017 Rosenberg Survey. The annual practice management survey, now in its 19th year, provides a wealth of quantitative and qualitative […]
IMA CEO Jeff Thomson favors accountants over robots President and CEO Jeff Thomson unveiled a new campaign to emphasize the value of management accountants as more jobs fall prey to robots and automation. During a speech Monday at a meeting of the Accountants Club of America in New York, Jeff discussed how accountants can deal […]
By Edward Mendlowitz, Accounting Today October 9, 2017 The reality of being a partner in a firm, regardless of the size, is that you are running a “one-partner business.” That is so since it is your responsibility to manage the relationship with your clients, staff it, see that the deliverable reaches the client on time and […]
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