IRS Reg 7216: Sample Consents from Genworth Financial
FREE DOWNLOAD: Genworth Financial’s Reg 7216 client consent sample forms, here:Â Word doc.
Top 5 Red Flags for CPA Job-Hunters
Thinking about a new job offer? Think again, and apply these Toip 5 signs.
Look for Top 5 signs a business is failing (a company you do not want to work for):
1. Weak credibility in the industry
2. A credit record that raises eyebrows
3. Being a brand-new business
4. A revolving door of employees
5. A tiny little voice that says don’t do it
Then think about the Top 5 signs a business is surviving and thriving:
1. Proof the company’s management team is committed to long-term success
2. “Top 5″ ranking in your area
3. Good market demand for what they do
4. Good money mojo
5. A business that makes your toes tingle
h/t Tom Hood
SpeedTax Rolls Out Reseller Program
New deals for technology consultants who resell Sage MAS 90/200 ERP, Sage Accpac ERP, Microsoft Dynamics GP, and QuickBooks Enterprise, Pro, and Premier Editions. More: SpeedTax
Whither CPA Firm Mergers?
The big get bigger and the not-so-big, well…
Expect the pace of M&A activity to accelerate in 2009 – at least among the regional and super-regional firms.
Among single-owner and sole practitioner firms, meanwhile, expect the pace of transactions (and prices) to hold steady.
Per Allan Koltin, quoted by Richard Stolz at WebCPA.
How Much Risk Can Your Clients Handle?
In a bear market, CPAs need to know.
And then they need to help clients fine-tune the risk, according to Bert Schweizer III, CPA/PFS.
Schweizer
Schweizer is a principal and founder of Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis. He is also a principal and founder of BAM Advisor Services, LLC, a comprehensive service provider for Registered Investment Advisor firms across the country.
Prior to forming Buckingham, Bert worked for KPMG Peat Marwick and served as principal and shareholder with the CPA firm of Pasternak, Schweizer & Co., P.C.
CPAs Need to Think about Another Kind of “Audit” for Their Tax Clients
Especially in this economic climate, when clients need more help than ever, CPAs have an obligation to break out of their compliance-only mindset to help clients plan for their futures.
Richard L. Engebretson, vice president at WealthStar Alliance, a service of Aviva USA, suggests CPAs are overlooking huge opportunities if they’re not helping clients with retirement planning.
Engebretson, a pivotal figure in the creation of the Trusted Advisor network of PFP CPAs, is now applying his ideas to a new project, WealthStar Alliance, for Aviva USA, the big insurance company. We had a few questions for Engebretson, and, predictably, Engebretson had some pithy answers:
Taylor Macdonald Joins Promethean as Vice President of Channels
Former Deltek, Sage exec appointed to meet growing demand in North America
Education technology specialist, Promethean, today announced the appointment of Taylor Macdonald as Vice President of Channels – Americas. The former Vice President for Worldwide Channels at Deltek, Inc. begins his new role immediately.
CCH Spawns News Center for Financial Crisis
CCH has launched what it calls a one-stop, online resource for tracking legal and financial developments related to the ongoing financial crisis, at financialcrisisupdate.com.
Developed by a staff of attorney-analysts, CCH aims to to provide the lawyers and accountants breaking news stories, analysis and links to the full text of source documents for regulatory actions.
NetSuite Rings the Closing Bell
Launches promotional campaign on cloud computing.
NetSuite officials and guests ring the closing bell at the NYSE.
NetSuite chief financial officer Jim McGeever rang the closing bell at the New York Stock Exchange yesterday, joined by Zach Nelson, NetSuite President and CEO, Evan Goldberg, Founder and CTO, other executives and invited guests.
They had a good day. The DJIA was up 279 points, to 8228.
See the videos, hear the stories… READ MORE →
5 questions to ask BEFORE buying a new printer
One in three CPAs is thinking about printers. Are you?
By Rick Telberg
But do you need just a printer?
Do you also need a scanner? Fax machine? Photocopier?
The answer is probably, yes. So you’re looking for an MFP (multi-function peripheral) or AIO (all-in-one). An MFP makes a lot of sense for many, especially in a home office environment.
More at the Minnesota CPA Society: 5 questions to ask BEFORE buying a new printer.
