Firm Advice

Expecting the Unexpected: Cyber Lessons from COVID and What Could Be Ahead What is the biggest lesson that cyber insurers should carry into 2021 after a year in which the COVID-19 pandemic took center stage? In the first Insuring Cyber podcast  episode of the new year and the fifth overall, Tim Zeilman, vice president and global … Read more

Individual CPAs Eligible to Apply for .CPA Domains Tomorrow New Restricted Domain for the Accounting Profession Promotes Greater Trust and Brand Recognition NEW YORK (Jan. 14, 2021)  – Starting tomorrow at 10 a.m. ET, licensed CPAs can apply on an individual basis for their preferred branding under the new restricted Internet domain for the accounting … Read more

Avoid These Pitfalls When Adding Financial Planning Services to Your Firm’s Offerings There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial planning firm to provide services. Our last article highlighted  multiple reasons why it is logical and advantageous to … Read more

Top 10 Regulatory Issues to Watch in 2021 The start of a new year is always a time to look forward, both for individuals and for business leaders. With the year also bringing changes in the administration, Paychex, Inc., a provider of technology solutions for human resources, payroll, benefits, a The start of a new … Read more

In-House Tax: Leverage Technology for the Upcoming Compliance Season Tax departments today are facing unprecedented pressures, including management of changing tax obligations, new regulatory requirements, and providing real time scenario analysis – all while adjusting to a new workplace environment. Tax departments today are facing unprecedented pressures, including management of changing tax obligations, new regulatory … Read more