Shows
Mize BreakroomWhy We Built a Payroll App with Andrew Spikes, CPAOn this episode of The Breakroom, host Marc Swearengin sits down with Mize Shareholder Andrew Spikes, CPA, to share the story behind the Mize Connect App. The app is a payroll-focused tool built to give employees access to paystubs, W-2s, and other important documents all in one place. They also discuss how clients can expand their employee benefits offerings through Benalign, a platform designed to support retention with nontraditional perks. Ready to learn more about how Benalign can help you redefine your benefits? Tune in to the Breakroom Episode about Benalign with Andrew Spikes, CPA, and...2025-05-2711 minMize BreakroomAccounts Payable with Angela HuffstutterOn this week's episode of the Mize Breakroom Podcast, host Marc Swearengin, Business Development Director at Mize, sits down with Angela Huffstutter, Accounts Payable Manager, to explore our comprehensive Accounts Payable Services and how they could benefit you and your business.đ Subscribe for insights on topics affecting your business!đ Learn more at mizecpas.com.Questions or looking to connect? Email us at Breakroom@mizecpas.comThe Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs. Mize CPAs is not...2025-05-0610 minMize BreakroomAudit Services with Carol Baber, CPA, Stacy (Smith) Randel, CPA, and Andy Otting, CPAIn this episode of The Breakroom, Marc Swearengin sits down with Mize Audit Shareholders Carol Baber, CPA, and Stacy (Smith) Randel, CPA, along with Senior Auditor Andy Otting, CPA, to dive into the world of auditing and attest services. đ Subscribe for insights from the team at Mize CPAs!đ Learn more at mizecpas.com/breakroomQuestions or looking to connect? Email us at Breakroom@mizecpas.comThe Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs. M...2025-04-2227 minMize BreakroomBeyond Benefits: Introducing Benalign with Andrew Spikes, CPAOn this week's episode of the Mize Breakroom, Andrew Spikes, CPA, Shareholder McDonald's Practice, joins our host Marc Swearengin to talk about non-traditional employee benefits and why your employees and business could benefit from utilizing them with Benalign. In this episode they cover: What Benalign Offers and How Non-Traditional Benefits Could Help Retain Employees. How Benalign Integrates with the Mize Connect App. And Unique Benalign Benefits Such as Telehealth and even Pet Telehealth. Interested in more information about Benalign? Visit www.mizecpas.com/benalign or Email us at brea...2025-04-1510 min
NJCPA IssuesWatch Podcast297: A&A Update with Brad Muniz - 4/1/25Are you clear on NOCLAR? This episode focuses CPAsâ responsibilities for reporting for noncompliance with laws and regulations (NOCLAR).  *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:NOCLAR: What CPAs in business should knowNOCLAR: What CPAs in public practice should knowHow not to lose sleep over NOCLARAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group2025-04-0113 minMize BreakroomAccounting Services with Josh WolffIn this episode of the Mize Breakroom Podcast, host Marc Swearengin sits down with Josh Wolff, QSR Shareholder. They dive into how Mize goes beyond traditional accounting, offering specialized support tailored to the needs of McDonaldâs Owner/Operators. đ Subscribe for insights from the team at Mize CPAs!đ Learn more at mizecpas.com/breakroomQuestions or looking to connect? Email us at Breakroom@mizecpas.comThe Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs. 2025-04-0115 minNJCPA IssuesWatch Podcast296: 2025 Crypto Landscape: Key Trends and Updates for CPAsCryptocurrency is making headlines almost every day. Dr. Sean Stein Smith, CPA, and his guest Mark Eckerle, CPA, discuss the top crypto issues CPAs can help their clients with now and going forward. Topics include strategic bitcoin reserves, governmental pro-crypto pivot in 2025, pain points and an outlook for the remainder of 2025. Resources:Cryptocurrency Knowledge HubUnderstanding and Talking to Clients About Crypto â June 5 session by Sean Stein Smith at NJCPA Convention & Expo2025-03-3125 minMize BreakroomCo-Op Accounting with Diana StahlyOn today's episode of the Breakroom host Marc Swearengin sits down with Diana Stahly to talk about our unique relationship with Advertising Co-Operatives (Co-Ops). Questions or looking to connect? Email us at Breakroom@mizecpas.com For more information about Mize CPAs visit www.mizecpas.comThe Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs. Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast...2025-03-1116 min
NYSSCPA Trusted Professional PodcastNYSSCPA Trusted Professional Podcast Episode 18: Kimberly Ellison-Taylor and Okorie RamseyIn this episode of the Trusted Professional Podcast, host Calvin Harris Jr. engages in a profound conversation with Kimberly Ellison-Taylor and Okorie Ramsey, two trailblazers in the accounting profession. Ellison-Taylor and Ramsey are the only two Black CPAs to have both served as chair of the American Institute of CPAs (AICPA).They share their personal journeys into accounting, discuss the challenges facing the profession today, and emphasize the critical importance of diversity, equity, and inclusion.2025-02-271h 05Mize BreakroomWork Opportunity Tax Credit with Brandon Mills, CPA and Rey Spencer - Mize Breakroom
Have you ever wondered about the Work Opportunity Tax Credit and how it could benefit your business? Join Marc as he sits down with Brandon Mills, CPA, Manager of State and Local Tax, and Rey Spencer, Business Relationship Manager, to discuss what WOTC is and how it could benefit your business.
Questions? Email Breakroom@mizecpas.com or drop them below.
For more information about Mize CPAs, visit www.mizecpas.com
The Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs, and produced by Mize CPAs.
2025-01-2715 minMize BreakroomThe Prism Financial Group with Tim Shmidl CFP ÂŽ, CRPCThis week on the Mize Breakroom, Marc sits down with Prism Founder, Tim Shmidl CFP ÂŽ, CRPC. Tim talks about the history of the Prism Financial Group and working with Mize CPAs. We also get a peek into how Tim's father influenced him and helped Tim discover his passion for financial planning.
For more information about Prism Financial Group visit www.prismfg.com or email Breakroom@mizecpas.com
For more information about Mize visit www.mizecpas.com
The Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs and produced by Mize C...2024-12-1720 minMize BreakroomMize McDonald's History with Carol Casale, CPA/ABV, CVA and Bryan Phillips, CPA/ABV, CVA
Today on the Mize Breakroom, Marc sits down with Mize McDonald's Practice shareholders, Carol Casale, CPA/ABV, CVA and Bryan Phillips, CPA/ABV, CVA. We talk about the history of the McDonald's Practice and the special relationship we have with our McFamily. Carol and Bryan share their stories on when they started at the firm and some of their favorites stories.
Questions? Email Breakroom@mizecpas.com
For more information about Mize CPAs visit www.mizecpas.com
The Breakroom is hosted by Marc...2024-11-2627 min
Insight in Indian Country"We're still here, we're thriving." đ Native American Heritage Month with Taryn Reynolds, MSL, THRP IIWesley Benally welcomes Taryn Reynolds, MSL, THRP II, to the Insight in Indian Country Podcast. Taryn is a proud member of the Osage Nation and Human Resources Consultant at REDW Advisors & CPAs. With a rich background spanning 13 years in tribal government, she shares her unique perspective on blending traditional values with progressive governance in tribal organizations.In their conversation, Taryn emphasizes how protecting sovereignty extends beyond language preservation into organizational policies. Taryn illustrates how tribal communities can be both progressive and traditional, challenging the "that's how it's always been done" mentality while honoring cultural values. Her message...2024-11-2134 minInsight in Indian Country"If not me, then who?" đ Native American Heritage Month with Marcus Benally, MBAIt's Native American Heritage Month! The latest episode of Insight in Indian Country features Marcus Benally, a Navajo audit manager at REDW Advisors and CPAs, who skillfully blends his grandfather's teachings with corporate leadership in the finance industry. In this candid conversation, podcast host REDW Principal and National Tribal Practice Leader Wesley Benally sits down with Marcus to discuss how cultural identity becomes a superpower in professional settings, even when imposter syndrome strikes.Their discussion challenges the notion that tribal communities are merely historical footnotes, highlighting their current economic impact and innovation. Marcus's journey illustrates how traditional...2024-11-0827 minMize BreakroomEstate Planning with Carol Casale, CPA/ABV, CVA and Tim Shmidl, CFPÂŽ, CRPCÂŽToday on the Mize Breakroom, Marc sits down with Mize shareholder, Carol Casale, CPA/ABV, CVA and Tim Shmidl, CFPÂŽ, CRPCÂŽ to discuss the importance of estate planning and how it could cost you to do nothing.
Questions? Email Breakroom@mizecpas.com
For more information about Mize CPAs visit www.mizecpas.com
For more information about Prism Financial Group please visit prismFG.com
The Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs and produced by Mi...2024-11-0629 minMize BreakroomSALT & Marketplace Facilitators with Brandon Mills, CPA and Jacob Dickey, CPA
Today on the Mize Breakroom, Marc sits down with State and Local Tax Manager Brandon Mills, CPA and Jacob Dickey, CPA, Relationship Manager at Mize. They discuss the importance and complexities of managing your businesses' state and local taxes. And they get into the challenges faced by businesses utilizing marketplace facilitators.
Questions? Email Breakroom@mizecpas.com
For more information about Mize CPAs visit www.mizecpas.com
The Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs and produced by Mize CPAs.
Mize CPAs is not a law firm and does not provide legal advice. The information...2024-10-2217 minMize BreakroomWelcome to the Mize Breakroom!Welcome to The Mize Breakroom! In this inaugural episode, host Marc Swearengin introduces the show, a go-to resource for business owners looking to stay informed on the latest in taxes, accounting, payroll, and other critical topics. Whether youâre facing challenges that keep you up at night or seeking to optimize your business operations, The Mize Breakroom is here to help.
So, grab your favorite drink, get comfortable, and join us every few weeks for insightful conversations and advice. See you in the Breakroom!
Stay updated by subscribing on your favorite podcast platform. Follow us on social media for th...2024-10-0100 minNYSSCPA Trusted Professional PodcastNYSSCPA Trusted Professional Podcast Episode 5: A Conversation with John SpatolaIn this episode of the Trusted Professional Podcast, Calvin Harris Jr., CPA, CEO of the New York State Society of CPAs, chats with John M. Spatola, the Partner of the Emerging Business (Tax), Business Valuation, Forensic Accounting and Dispute Resolution Services (BVFDR) practice at Nawrocki Smith LLP. John has diversified experience in income tax planning and preparation, business valuations, insurance loss consulting, economic damages, agreed upon procedure engagements and various other complex matters. He has performed numerous training presentations to clients, attorneys, accountants, and other groups on various topics. Mr. Spatola provides assistance to counsel in all aspects of...2024-08-2240 minNJCPA IssuesWatch Podcast260: Re-Decoding the Decline in the CPA PipelineA new report by the Illinois CPA Society reveals accounting studentsâ and early career accounting professionalsâ perceptions of CPAs and the CPA credential, along with the top challenges and deterrents driving their decisions. ICPASâ Geof Brown and Kari Natale join us to discuss the findings â and what those who are already in the profession can do to make it more appealing to the next generation of CPAs. Resources:Re-Decoding the Decline: An Updated CPA Pipeline ReportCPA Pipeline Knowledge Hub 2024-07-3021 minNJCPA IssuesWatch Podcast259: New Jerseyâs New Retirement Plan Mandate for EmployersRetireReady NJ is a new program in New Jersey that aims to fill the void for workers who do not have access to private employer retirement plans. But, like most well-intentioned state programs, the devil is in the details. Chris Fundora of Traphagen CPAs & Wealth Advisors joins us to discuss what CPAs who represent or work for New Jersey employers need to know. The registration deadlines are fast approaching, and there will be penalties for noncompliance.  Resources:RetireReady NJRetirement planning articles, resources and events 2024-07-2920 minNYSSCPA Trusted Professional PodcastNYSSCPA Trusted Professional Podcast Episode 3: A Conversation with Michael DurantIn this episode of the Trusted Professional Podcast, Calvin Harris Jr., CPA, CEO of the New York State Society of CPAs, chats with Michael Durant, CPA, a member of the NYSSCPA board of directors, and a senior tax accountant with Prager Metis CPAs, LLC, New York.2024-07-2339 minNYSSCPA Trusted Professional PodcastTrusted Professional Podcast #2: Kevin O'Leary, president of NYSSCPAOn this episode of the Trusted Professional Podcast from the New York State Society of CPAs, NYSSCPA CEO Calvin Harris Jr.. chats with Kevin O'Leary, president of the NYSSCPA and managing partner at MMB + CO..About the GuestKevin OâLeary became Managing Partner of MMB + COâs Albany office in 2019. On June 1, 2024, Kevin was elected President of the NYSSCPA. Previously, he had been President, President-elect, Secretary and Treasurer of the Northeast Chapter.  Because of his role with the NYSSCPA, he is also now a council member of the AICPA. ...2024-07-1147 minNJCPA IssuesWatch Podcast255: Beyond Tax Returns: How CPAs Can Supercharge Clients' Financial PlansCPAs are in a unique position to help their clients plan out and meet their financial goals. Stephanie Hughes of Wiss Private Client Advisors talks with us about how CPAs can incorporate retirement planning, education planning and wealth management into their practice and the benefits this will provide to the firm and its clients. Resources:Financial Planning Knowledge Hub - https://njcpa.org/hub/financialplanning2024-07-0200 minNYSSCPA Trusted Professional PodcastTrusted Professional Podcast #1: Rumbi PetrozzelloOn this inaugural episode of the Trusted Professional Podcast from the New York State Society of CPAs, NYSSCPA CEO Calvin Harris Jr.. chats with Rumbi Petrozzello, a past president of the Society and Head of Strategy, Consulting at Seramount. About the GuestPreviously Rumbi was the principal of Rock Consulting and with Aonâs Cyber Solutions. At Aon, she directed the career-development arm of the companyâs Women in Cyber program, also serving as a leader in the organizationâs Asian and Pacific Islander employee resource group. Leveraging training on buil...2024-06-2534 minNJCPA IssuesWatch Podcast252: Celebrating Americaâs Top 200 CPAsForbes recently made a splash when it published its inaugural list of the top 200 CPAs in the country. New Jersey was well represented on the list! But we wanted to dig a little deeper into how the honorees were selected and whether this list will be published annually. Hear what Steel Rose, CPA, senior editor at Forbes, revealed to us.  Resources:Americaâs Top 200 CPAs - https://forbes.com/top-cpas 2024-06-1816 min
Blood, Sweat & BusinessTop 3 Tax Strategies Your CPA Could Be MissingWhat are the 3 Most Commonly Missed Tax Strategies that CPAs make? Keep an eye out for managing officer compensation in S corporations, electing pass-through entity tax depending on their state, and properly classifying their real estate income to maximize the qualified business income deduction. By planning your taxes and strategically managing your business structure, you can keep more of your hard-earned money.What is Pass Through Entity Taxation and How it Works: https://www.youtube.com/watch?v=Qg_6NDupunESubscribe for more valuable insights to help your small business thrive. đźđ°Kaizen CPAs + Advisors: https://www.ka...2024-05-2918 minInsight in Indian CountryHow Outdated Policies & Procedures Impact Tribal Organizations with Cait Gutierrez, CPA, CIDAIt's time to dust off those P&Ps! REDW's Internal Audit team is here to help you find the finish line with your organization's policies and procedures.For all types of organizations, turnover and evolving roles are common issues that both contribute to outdated policies and procedures and require their updates. For Internal Audit Awareness Month, REDW National Tribal Practice Leader Wes Benally and Internal Audit Audit Senior Manager Cait Gutierrez discuss the importance of an internal audit and the role it plays in tribal organizations. They highlight the need for effective financial policies and procedures and...2024-05-0933 minInsight in Indian CountryPaving the Way for Growth: NMSCPA 2nd Annual Tribal ConferenceOn May 16, the New Mexico Society of CPAs (NMSCPA) is hosting their Second Annual Tribal Conference focused on tribal enterprises, cohosted by REDW Advisors and CPAs. Wes Benally is joined by fellow REDW Principals Victor Flores and Chris Henderson to touch on conference topics including tribal economics, entrepreneurship, and impact investing with native-owned businesses. Victor and Cait Gutierrez, REDW Internal Audit Senior Manager, will join a lineup of respected speakers at the event. Their sessions will provide valuable perspectives and actionable knowledge on economic development and entrepreneurship within Native communities. The conference aims to foster l...2024-04-2529 minBlood, Sweat & BusinessFirst Tech, Now CropsTechnology is a game changer, and it is changing faster than ever. On this episode with chat with Matt (Founder) and Danny Carlson (CEO) of Platinum Systems and delve into the journey of two entrepreneurs who started their venture as teenagers. They discuss their experience in the dynamic world of IT, revealing how they have adapted to changing technologies over the years. The conversation explores the importance of vision, business planning, and staying ahead of tech trends, with a specific focus on AI and cybersecurity. We also dive into the challenges and rewards of branching out into a unique...2024-03-0555 min
Q&A Over Coffee#20: Legislative Changes for CPAs with Geno FragnitoIn our twentieth episode of Q&A Over Coffee, we have the Government Relations Director from MNCPA Geno Fragnito to talk about the new legislative changes for CPAs. Geno's role allows him to have direct contact with State Government officials on behalf of the CPA profession. Geno shares with us how tax laws can impact CPAs as well as taxpayers as a response. We also discuss any major tax law changes as well as how CPA firms can better prepare for future legislative changes. For more information, we recommend visiting the MNCPA website and looking into CPA Day at the...2024-02-2135 minBlood, Sweat & BusinessRiches in the Niches with Andrew Parrish Jr | Blood, Sweat, & Business PodcastIn this episode of the Blood, Sweat, and Business podcast, business owners get to hear from Andrew Parrish of Alternative Tax Solutions. The conversation kicks off with an in-depth look at cost segregation and its benefits for property owners. Andrew then unfolds the considerations and potential benefits of Research & Development Tax Credits, debunking the common perception that they are solely for large scale scientific ventures. The conversation concludes with strategic business valuations, the process of uncovering hidden value within businesses preparing for sale, and the importance of pre-sale preparations. Throughout the discussion, Andrew emphasizes the critical role of professional...2024-02-0653 minBlood, Sweat & BusinessKnowledge is NOT Power, Action IS | Blood, Sweat, & Business PodcastThis week on Blood, Sweat & Business we talk with Al Oramas. We discuss how he made the transition from working on cars to growing his automotive repair business. Al talks about how his business exploded when he made the transition from working on cars and into working on his business.Al Oramas at Pro Auto Care: https://proauto1.com/Kaizen CPAs + Advisors: https://www.kaizencpas.com/Kaizen CPAs + Advisors Automotive: https://www.kaizencpas.com/automotive-repair-shopsAre you interested in being a guest on our podcast? Send us an email: bsb@kaizencpas.com...2024-01-0955 minInsight in Indian CountryBecoming a CPA with Ryan Claw (DinĂŠ), Tohono O'odham NationThe path to becoming a CPA is no easy feat. As we celebrate Native American Heritage Month, join Wes Benally and Ryan Claw (Dineâ) as they discuss what it takes to join the elite ranks of Certified Public Accountants. As REDW Principal and National Tribal Practice Leader, Wes understands the dedication required to establish a career in accounting and this episode is sitting down with Ryan Claw, Interim Executive Director of Treasury for Tohono O'odham Nation, to discuss obstacles they overcame to become CPAs and succeed in a demanding field. Tune in to hear candid insights from leading accounting pro...2023-11-1625 minNJCPA IssuesWatch Podcast209: An Essential Business Skill for Todayâs CPAsSean Stein Smith, CPA, talks about the latest developments in automation impacting the accounting profession. Topics include ChatGPT, how firms are using automation, what types of automation are available and how CPAs can speak to clients or colleagues about automation. Resources:Automation articles and events2023-10-0921 minNJCPA IssuesWatch Podcast198: CPAs Weigh in on the EconomyNew Jersey CPAs were decidedly less pessimistic about the New Jersey and national economies in this yearâs NJCPA economic survey. Roosevelt Bowman, senior investment strategist with Bernstein Private Wealth Management, helps us make sense of the survey results and shares his insights on inflation, recession and prospects for the future.Resources:Full survey results â [link to come]More about the economyMore about Bernstein Private Wealth Management2023-08-0118 min
Tax Insights with Hawkins Ash CPAsLeveraging Financial Statements And QuickBooks ReportsDiscover how to make smart business decisions by harnessing the critical information found in financial statements. In this episode, Jeff Dvorachek, a tax partner at Hawkins Ash CPAs, dives into the world of QuickBooks reports and reveals actionable insights for maximizing your business's success. From balance sheets to customer reports, learn how to leverage the data at your fingertips to drive growth, identify opportunities, and enhance client relationships. Tune in now and unlock the key to informed decision-making!
Subscribe to the Tax Insights Podcast for more expert advice on navigating complex tax topics in bite-sized, actionable episodes. Join the professionals...2023-07-0604 min
Tax Insights with Hawkins Ash CPAsBe Cautious On The Employee Retention Credit (ERC)Welcome to the latest episode of Tax Insights, where we explore the Employee Retention Credit (ERC). Discover the qualifying criteria, potential pitfalls with third-party companies, and the importance of seeking expert guidance. Join Jeff Dvorachek from Hawkins Ash CPAs in this informative podcast episode.
This Episode Covers
⢠Understanding Employee Retention Credit (ERC) Qualification Criteria
⢠Cautionary Insights: The Risks of Dealing with Third-Party Companies
⢠The Value of Professional Guidance: Navigating the ERC Complexities
⢠Discerning Ineligible Offers: Why Ignoring Non-Qualifying Letters Matters
The Tax Insights podcast episode delves into the crucial topic of the Employee Retention Credit (ERC). By understanding the qualification criteria...2023-06-2204 min
Accounting For YouWhy Do I Need A CPA? What's the difference between a CPA and a bookkeeper?In this episode, Jay and Chris discuss the key differences between CPAs and bookkeepers. What can CPAs offer you as a business owner that bookkeepers can't? Tune in to learn how hiring a CPA firm can benefit you and your business! Don't forget to subscribe to our channels! We appreciate support from our listeners.http:///www.arcpas.comhttp://www.arcpas.com/podcast-mainhttp://www.theaccountingpodcast.comhttp://www.youtube.com/@accountingforyoupodcast/https://www.facebook.com/adkinsreynoldshttps://www.instagram.com/adkinsreynoldscpas/2023-04-2410 min
Your Business UnleashedUnderused Housing Tax with Carol Sadler from Achen Henderson CPAsThis episode discusses an important and relatively new tax component called the Underused Housing Tax.Carol Sadler, a partner at Achen Henderson CPAs and a tax professional who specializes in cross-border tax, discusses the importance of this topic and who is exempt from having to pay UHT.For more information, check out our blog to learn Everything you need to know about Underused Housing Taxhttps://www.achenhenderson.ca/2023-02-2235 minNJCPA IssuesWatch Podcast151: The Future of Learning for CPAsThe pandemic has spurred lasting changes to how we work, learn, process information and interact with others. What are the implications for continuing education and learning for CPAs? We explore this with two training and education experts â John Higgins, CPA, of CPA Crossings and Dr. Kecia William Smith, CPA, of North Carolina A&T State University.  Resources:Learning opportunities through the NJCPA â https://njcpa.org/events #IssuesWatch #Podcast #CPE #learning #continuingeducation #cpa2022-10-2522 min
The 401(k) Audit CPA Success ShowSummit CPA has joined AndersSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ "We're very excited about the possibilities...the joint marketing, the results of that, how that plays into the rules going forward, and the way that impacts our interactions with clients and prospects going forward are some of the really exciting parts of the combination." - Mark HensonIn this episode, Kim Moore and Mark Henson discuss the merger of Summit CPA Group with Anders CPAs + Advisors, a Top 100 St. Louis-based C...2022-05-2625 minNJCPA IssuesWatch Podcast120: Private Equity and M&A Trends in CPA FirmsPrivate equity is starting to make inroads among CPAs firms. With a history of unsuccessful attempts at outside ownership of CPAs firms, is private equity destined to the same fate? And will the strong M&A activity among firms continue? Host Dr. Sean Stein Smith, CPA, discusses this and more with Garrett Wagner, CPA, of C3 Evolution Group.  Additional resources:More about C3 Evolution GroupRaising Capital Knowledge Hub2022-04-2017 minNJCPA IssuesWatch Podcast116: A&A Update with Brad Muniz â 4/5/22Get an update on FASBâs first ASU for 2022, which covers derivatives and hedging. Other topics include the AICPAâs recent exposure draft on audits of group financial statements and new ethics guidance for CPAs.  *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Additional resources:FASB ASU 2022-01, Derivatives and HedgingFASB EITF 21-A, Accounting for Investments in Tax Credit Structure Using Proportional Amortization MethodArticle: Lease accounting urgency ramps up for not-for-profitsAICPA Exposure Draft on Audits of Group Financial StatementsPEEC issues wide range of ethics g...2022-04-0511 min
KyCPA: Behind The NumbersEpisode 042: Empowering Kentucky CPAsIn this episode we discuss how the Kentucky Society of CPAs (KyCPA) empowers Kentucky CPAs. We also introduce our new Membership Coordinator, Brittany McGill.2022-03-1012 minNJCPA IssuesWatch Podcast95: Technology and CPAs: A Boon or a Burden?Thereâs no disputing that technology plays a bigger role at CPA firms than ever before. But are CPAs keeping up? There were some surprising â and not-so-surprising â results in our recent member survey on the topic. We discuss those results, as well as technology developments that are on the horizon, with Brandon Marks and Nick Rigali of OWG, an NJCPA member benefit provider of IT consulting services. Learn more about OWG and the benefits they provide to NJCPA membersJoin the NJCPA Emerging Technologies Interest GroupVisit our Technology Planning Knowledge Hub2021-12-0726 minNJCPA IssuesWatch Podcast86: New Jerseyâs Short-Term Legislative OutlookThe New Jersey Legislature returns in November. What can we expect? Will we see movement on the Business Alternative Income Tax (BAIT) clean-up bill and other issues important to Garden State CPAs and the business community? Top New Jersey lobbyist Dale Florio gives us his insight on what might be accomplished during the lame duck session and the new legislative session that begins in January 2022. He also discusses the prospects for the Nov. 2 election in which the Governor and all 120 seats in the Legislature are up for vote. Legislative issues impacting New Jersey CPAs - https://nj...2021-10-1230 minNJCPA IssuesWatch Podcast82: Black CPAs: Honoring the Past and Building the FutureWith 2021 marking the 100th anniversary of the first Black accountant to be licensed as a CPA in the United States, various organizations have come together to produce a year-long national awareness campaign to recognize Black CPAs and push for greater progress to be made in achieving diversity, equity and inclusion in the CPA profession. Hear from Crystal Cooke, the director of diversity and inclusion at the American Institute of CPAs, about the Black CPA Centennial celebration; what firms and individuals can do to enhance the recruitment and advancement of Black CPAs; and her advice for Black prospective CPAs. 2021-09-1431 minNJCPA IssuesWatch Podcast78: Cannabis in New Jersey: What CPAs and Advisors Need to KnowWhatâs the latest on New Jerseyâs cannabis regulations â and what do CPAs need to know to serve clients in the industry? A panel of experts weighs in.
More cannabis-related news and events â https://njcpa.org/topics/cannabis
NJ Cannabis Insider â https://njcannabisinsider.nj.com
NJ CannaBusiness Association â https://newjerseycannabusiness.com
2021-08-1727 min
KyCPA: Behind The NumbersEpisode 034: Black CPA Centennial, Kentucky's first Black CPAs and more Black CPA Centennial information 40 under 40 Black CPA Awards (Application deadline: August 15, 2021) Kentuckyâs first Black CPAs Insights on barriers Black professionals face, the roles their organizations play in helping overcome those barriers and what the CPA profession can do collectively to progress in achieving diversity, equity and inclusion KyCPAs Diversity and Inclusion Committee efforts The following KyCPA members share their CPA journey: Anne Brooks, Partner, PWC Kim Burse, retired and currently volunteers for many community organizations Olivia Davis, Lecturer, University of Kentucky Kevin Graham, Assurance Supervisor, Dean Dorton Allen Ford, PLLC LaTayna Henry, President, LMH Accounting and Consulting, LLC Nate Litt...2021-07-1437 minNJCPA IssuesWatch Podcast71: AICPAâs Barry Melancon on Top Issues Impacting CPAsWhat are the top issues impacting CPAs nationwide? Thereâs no one more qualified to provide insight than Barry Melancon, CPA, CGMA, president and CEO of the American Institute of CPAs. We talk to him about tax deadlines, possible tax increases, prospects for the U.S. economy and the rising trend across the country to minimize professional and occupational licensing rules as well as to tax professional services.
Hear more from Barry at the NJCPA Virtual Convention, June 15-18.2021-05-2540 min
KyCPA: Behind The NumbersEpisode 032: Knowledge Hub, celebration of new CPAs, KyCPA Board nominations, upcoming events, COVID survey results regarding Kentucky CPAs and their businesses and moreThis episode of Behind the Numbers includes information about: New KyCPA member resources (Knowledge Hub) Opportunities to celebrate, network and volunteer KyCPA Committee service Upcoming events (Awards Banquet, Womenâs Networking, Golf Scramble, June Annual Members Meeting and CFO Roundtables) KyCPA Board nominees for 2021-2022 Profile updates Results from COVID surveys that include how Kentucky CPAs and their businesses are progressing through the pandemic. Find out more at kycpa.org. 2021-05-1213 minThe 401(k) Audit CPA Success ShowWhat Does The Secure Act 2.0 Mean For You?Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âIt is expected to pass in 2021, and the current expectation is that it will become effective 1/1/2022 and that's not far away....What happens when you put forward a bill like this it has an impact on the budget.â - Kim Moore The finer details in this episode:Secure Act vs. Secure Act 2.0Deep dive on the changes in the Secure ActImpact of Secure Act 2.0 to 401k PlansWhat do you ne...2021-05-0628 min
Tax Insights with Hawkins Ash CPAsChild Tax CreditIn the old days, rental of your personal residence was mainly done for properties on a nice lake, a warm climate, or a resort area. Now with Airbnb, people everywhere are renting out their homes. These rentals can last hours, days or weeks.
In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's.
Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota.
Learn more at https://HawkinsAshCPAs.com/.
Listen to more...2021-04-2905 min
Tax Insights with Hawkins Ash CPAsVacation Home RentalIn the old days, rental of your personal residence was mainly done for properties on a nice lake, a warm climate, or a resort area. Now with Air BNB people everywhere are renting out their homes. These rentals can last hours, days or weeks.
In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's.
Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota.
Learn more at https://HawkinsAshCPAs.com/.
Listen to...2021-04-2204 min
Tax Insights with Hawkins Ash CPAsIt's April 15th! (Tax Day Episode)It's another year and another Tax Day. Just when you thought it couldn't get crazier, it did. Last year it was COVID, PPP, EIDL loans, and COVID sick pay. This year it's a tax law changing right in the middle of tax season, affecting returns that had already filed.
In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's.
Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota.
Learn more at...2021-04-1505 min
RCN CPAs & Business Advisors LLCBookkeeping, Accounting and Business Taxes Services in KennesawCall for A free consultation to discuss your accounting needs. Our CPAs provide expert Aid for Personal and business accounting needs. We have the expertise technology and staff to get your franchise accounting done right. It is one of the Leading RCN CPAs & virtual accounting firm in Kennesaw Business Taxes, Kennesaw for Tax, CFO, Bookkeeping and accounting, Virtual Accounting Services to growth-focused, and forward-thinking small business owners. For further details visit us now. https://rcncpas.com/services/2021-04-1200 minThe 401(k) Audit CPA Success ShowUnderstanding 401(k) Plan Record KeepersSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âYou wanna find out from them what happens if I do sign with you and I stay for a while and for whatever reason I decide I wanna go somewhere else....what does that process look like? What are you gonna agree to help me with?â - Kim Moore The finer details in this episode:Does your company need one?What to look for if you plan to hir...2021-04-0928 min
Tax Insights with Hawkins Ash CPAsTax Information For InvestorsIf you are trading on the increasingly popular trading platforms like TD Ameritrade, Scwab, Vanguard, and Robinhood, itâs important to know the tax implications on your portfolioâespecially when you take gains and more importantly when you take losses.
In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's.
Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota.
Learn more at https://HawkinsAshCPAs.com/.
Listen to more of the Tax Insi...2021-04-0806 min
Tax Insights with Hawkins Ash CPAsMedical ExpensesWith the low rate of taxpayers who itemize and the even lower amount of people who have enough medical expenses to get over the 7.5% hurdle to make any of them deductible, there are very few people who can benefit from the itemized deduction. Many people will see a tax benefit when it comes to their companies cafeteria plan (125 plan) or health savings account.
In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's.
Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve...2021-04-0506 minRCN CPAs & Business Advisors LLCLeading RCN CPAs & Virtual Accounting Firm in KennesawRCN CPAs & Business Advisors LLC firm provides virtual accounting firm, Tax and CFO services to growth-focused,forward-thinking small business owners. Our services include Bookkeeping, Accounting Services, Taxation Services, Virtual CFO Services and more. We provide reliable and quality service to clients while building mutually beneficial long-term relationships. For further details visit our website now or call us at 770-499-0866 https://rcncpas.com/2021-03-2800 min
Tax Insights with Hawkins Ash CPAsChild And Dependent Care CreditWith the expansion of the Child and Dependent Care Credit for 2021, Jeff explains what expenses count for this credit, who is eligible, and how this credit is calculated.
In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's.
Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Learn more at HawkinsAshCPAs.com.2021-03-2505 min
Tax Insights with Hawkins Ash CPAsUnemploymentWith over 40 million people who received unemployment benefits this year, many people are surprised to find out when they do their taxes that this is taxable income. This episode talks about the changes that have happened over the last week regarding unemployment.
In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's.
Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Learn more at HawkinsAshCPAs.com.2021-03-1805 min
Tax Insights with Hawkins Ash CPAsAll You Wanted to Know About the Third Round of Recovery RebatesThe Senate has passed the American Rescue Plan Act 2021, which includes a new round of direct stimulus payments to individuals. This episode provides an in-depth look at what you can expect from the third round of recovery rebates.
In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's.
Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Learn more at HawkinsAshCPAs.com.2021-03-1105 minThe 401(k) Audit CPA Success ShowWhat Plan Sponsors Can do to Avoid 401(k) Plan LawsuitsSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âIt's not a pleasant situation. The things we are recommending are best practices anyways, you should be doing all those things we talked about not to avoid a lawsuit, but just cause it's the right thing to do and you should care about your employees.â - Kim Moore The finer details in this episode:What to do when you receive a 401k Plan lawsuitUnderstanding 401k plan lawsuit statistics and us...2021-03-0526 min
Tax Insights with Hawkins Ash CPAsLegislative Updates from Federal and WisconsinTax laws have changed a lot in the last two years and they continue to change by the minute. Itâs time for an update on some tax bills that may become law soon. This episode tackles how Wisconsin state tax on PPP expenses might be changing, the projected $1.9 trillion dollar tax bill, and the future of the child tax credit.
In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's.
Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and ma...2021-02-2305 min
Tax Insights with Hawkins Ash CPAsEmployee Retention CreditMany employers continue to feel the impact of the pandemic. As the effects have continued into 2021, the government has issued new legislation to help businesses. As part of the tax bill signed in December, significant changes have been made to the Employee Retention Credit (ERC). This episode provides an overview of everything you need to know about the Employee Retention Credit.
In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's.
Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses, and organizations the services they need to save taxes, preserve wealth and...2021-02-1606 minThe 401(k) Audit CPA Success ShowPlanning for RetirementSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âPlanning as early as possible makes the whole process easier.â - Kim Moore The finer details in this episode:Why planning your retirement earlier is importantWhere to start your retirement planningUnderstanding your needs and what you want to achieve for your retirement planTips on managing your retirement plan Episode resourcesWatch episodes of The 401(k) Audit CPA Success Show on YouTube.Learn more about the Ande...2021-02-0826 min
Taxes Made SimpleSPEED ROUND: Stock CompensationNeed the quick and dirty on stock compensation? Dark Horse CPAsâ Natalie Cohen will lay the foundation of what you need to know in less than 5 minutes.2020-12-1106 min
Taxes Made SimpleSPEED ROUND: Stock CompensationNeed the quick and dirty on stock compensation? Dark Horse CPAsâ Natalie Cohen will lay the foundation of what you need to know in less than 5 minutes.2020-12-1106 minThe 401(k) Audit CPA Success Show401K Trends with David RamirezSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âNearly 1 out of 2 American households have suffered a significant decline in their income in a time when most didnât have sufficient emergency savings.â - David Ramirez  The finer details in this episode:Thoughts on COVID-19 and how it impacts the 401k spaceCommunications with current and past employees due to the decline in the economyThings you can do to help your employees get through the current economic hardshipCore advice for emplo...2020-11-0628 minThe 401(k) Audit CPA Success Show401K Related PenaltiesSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âAs the employer, you have a lot of say in what happens to your employees. You hold a lot of control over an individual, and now their retirement is entrusted in you.â - Kim Moore  The finer details in this episode:The difference between the sponsor, trustee, and administratorWhat your responsibilities are if you are a plan sponsor, trustee, or administratorThe different penalties or fines you could possibl...2020-10-0630 minNJCPA IssuesWatch Podcast53: Detection, Investigation and Prosecution of Tax CrimesHow are tax crimes investigated and prosecuted? And what should a CPA do when he or she believe tax fraud is taking place? Find out in this episode when we talk with IRS Special Agent Robert Glantz about IRS Criminal Investigation and NJCPA member Joseph Scutellaro, CPA, about professional conduct issues for CPAs.
IRS Criminal Investigation
AICPA Code of Professional Conduct
New Jersey State Board of Accountancy Rules of Professional Conduct
2020-09-2253 minThe 401(k) Audit CPA Success ShowImplementing Auto-Enrollment Into Your Companyâs 401k PlanSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âOften employees donât get into a plan because they donât know or they are scared. With auto-enrollment, they donât have to do anything to get into a mixed investment portfolio appropriate to their age.â - Kim Moore  The finer details in this episode:What is auto-enrollment?How investments are chosen for auto-enroll plansPros and cons of implementing an auto-enroll planProcesses for notifying employees when they are bein...2020-09-1027 minNJCPA IssuesWatch Podcast51: Public Policy in New Jersey Amid the PandemicAs New Jersey continues to battle through the coronavirus pandemic, there are numerous legislative and public policy issues impacting the stateâs business community. This episode provides a rundown on the following issues: allowing more businesses to reopen; liability protection for businesses; a move to use the workersâ compensation fund for coronavirus claims; a âspywareâ bill that could be harmful to New Jersey businesses; and new funding for New Jersey Economic Development Authority programs. Also, hear an update on a possible CPE deadline extension for New Jersey CPAs.
Links mentioned in the episode:
New Jersey Business Coalitio...2020-08-2516 minNJCPA IssuesWatch Podcast50: CPA Evolution
The process of becoming a certified public accountant is a rigorous one â and for good reason. CPAs are trusted professionals for the businesses they work for and the clients they serve. But with rapid changes in the business world, new skills and competencies are being sought by those hiring CPAs.
Thatâs where the CPA Evolution initiative comes in.
In this episode, broadcast on Facebook LIVE on August 4, 2020, Colleen Conrad from the National Association fo State Boards of Accountancy (NASBA) and Julia Woislaw from the AICPA discuss the proposed CPA Evolution model, its benefits, and the...2020-08-1156 minNJCPA IssuesWatch Podcast49: COVID-19âs Impact on the Financial MarketsItâs no secret that the impact of the coronavirus pandemic on the economy has been significant and largely negative. But what about the financial markets? In this episode, Jeff Hanson, CPA â a financial planner with Traphagen CPAs & Wealth Advisors â discusses the short- and long-term impact of the pandemic on the financial markets. Have the markets followed the economy? Which markets have been impacted more than others? Whatâs the outlook for the coming year? Tune in for answers to these questions and more.2020-08-0442 minThe 401(k) Audit CPA Success ShowFiling Form 5500Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âThe audit is driven by the number of eligible participants in the beginning of the year. If that number is over 100, then you will need an audit.â - Kim Moore  The finer details in this episode:Due dates for the 5500 and the extension periodWho can file the 5500 on your companyâs behalfThe process of filing your 5500The point at which you will need an auditImportant details to review on...2020-07-3129 min
KyCPA: Behind The NumbersEpisode 015: CPA Exam tips for success from Kentucky CPAsThe CPA Exam is now available year-round and testing centers are now opening for those wanting to take the exam. In this episode of KyCPAs Behind the Numbers podcast Kentucky CPAs share their tips for success that helped them pass the CPA Exam. Thank you Will Geer, Jake Brock, Kristine Gaines, Garrett Booth, Phillip Bond, Erin Beavin, Bina Khatri and Matthew Hazel for helping to mentor others through the CPA Exam process.  2020-07-0809 minThe 401(k) Audit CPA Success ShowHow 401(k) Audits Are Being Impacted By The COVID-19 PandemicSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âWe are hearing from CPA firms that their timeframes are being compressed, and that takes away the time they would use to do the 401(k) audits.â - Kim Moore  The finer details in this episode:Updated tax information for 401ksWill there be extensions and new deadlines available?How the audit process is affected by an increase in remote teamsWhy you shouldnât relax your standardsAspects of your 401k plan th...2020-06-1724 minThe 401(k) Audit CPA Success ShowCommon Errors in 401K Audits [Part 2]Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âIf the plan document says something other than what you do or meant to do, you need to get that amended to make sure your procedures follow the plan document.â - Kim Moore  The finer details in this episode:Common eligibility errors that companies make for employees entering the planWhat to do with interns and seasonal employeesHow to set service requirements in your plan documentWhy you should documen...2020-05-1524 minNJCPA IssuesWatch Podcast41: SBA Coronavirus Relief Loan Programs Q&AThe rollout of the U.S. Small Business Administrationâs coronavirus relief programs, including the Paycheck Protection Program (PPP), has raised plenty of questions among CPAs and business owners.
In this edition of IssuesWatch LIVE, Jeff talks with Al Titone, the New Jersey district director of the SBA, about the next round of PPP funding and answers to your questions.
Watch the full webinar:Â https://youtu.be/UaVJSCGwHNQ
U.S. Treasury guidance on CARES Act: home.treasury.gov/policy-issues/cares/assistance-for-small-businesses
SBA resources for New Jersey: sba.gov/nj
NJCPA coronavirus news and information: njcpa.org/cor...2020-04-2400 minThe 401(k) Audit CPA Success ShowCommon errors in 401K Audits [Part 1]Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âThe Department of Labor and the IRS understand that errors happen, which is why they set up the voluntary correction fund.â - Kim Moore  The finer details in this episode:Employee compensation factors that you need to track for the 401k planWhy documentation of payroll changes are so importantWhat to do when you didnât withhold when you were supposed to withholdHow to handle late contributionsAligning your payroll s...2020-04-1327 minNJCPA IssuesWatch Podcast38: Coronavirus Tax and Business Update and Q&A | IssuesWatch LIVE | March 27, 2020News about the coronavirus crisis is coming at us at dizzying speeds. Sometimes itâs hard to know whatâs important and what isnât. In this Facebook Live recording, NJCPAâs Ralph Albert Thomas and Jeff Kaszerman provide updates on issues important to CPAs and businesses. They focus on whatâs happening both in New Jersey and at the national level.
For more information, visit: http://www.njcpa.org/coronavirus/links.
To submit a question, email feedback@njcpa.org.
2020-03-2700 min
Tax Insights with Hawkins Ash CPAsSpecial Report on Coronavirus - March 18, 2020At Hawkins Ash CPAs, we will continue to monitor the news and official government directives and make changes to policies based upon facts as they arise. This podcast addresses some of the legislative updates as of March 18, 2020.2020-03-1805 minThe 401(k) Audit CPA Success ShowSAS 136 - Audit Report UpdateSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âMake sure you are paying attention to any communication in regard to the 401k plan.â - Kim Moore  The finer details in this episode:What is the SAS 136 and what you need to know as a sponsorWhen this new standard goes into effectWhat you need to do in order to comply with this changeThe requirements for documentation that are now in effect Episode resourcesWatch...2020-03-1725 minNJCPA IssuesWatch Podcast36: All About the Streamlined Business Reinstatement and Dissolution Program
New Jersey business owners now have an easier way to dissolve or reinstate their business. The New Jersey Department of the Treasury is offering a temporary program to help businesses return to good standing with the state without the cumbersome filing process typically associated with reinstatement or dissolution. Itâs a great opportunity for businesses to either clean up their records or to expeditiously regain their legal status in the quickest, most-efficient way possible. The director of the New Jersey Division of Revenue and Enterprise Services, Jim Fruscione, tells us all about the program and how CPAs can he...2020-03-0300 minThe 401(k) Audit CPA Success ShowThe SECURE Act/Opinion Letter ChangesSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âThis is a huge opportunity as a company to help your employees to prepare for retirement.â- Kim Moore  The finer details in this episode:What is the SECURE Act?The timeline moving forward with the new lawStatistics and reasons this act passed into lawHow this act will help you encourage your employees to prepare for retirementHow to take advantage of this as a small companyBenefits your busines...2020-02-1724 minThe 401(k) Audit CPA Success ShowPricing For A 401k AuditSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âThere are a lot of complexities in what drives the price for audits.â- Kim Moore  The finer details in this episode:The average pricing for a 401K audit and what drives the pricingThe difference between a fixed fee audit and a âtime and materialsâ auditThe payment process you can expect once the fee is setOther factors that might make your audit more expensive than averageHow Summit CPA is able...2020-01-1426 minNJCPA IssuesWatch Podcast33: What You Need to Know About the New Pass-Through Business Alternative Income Tax ActOn Monday, Jan. 13, 2020, New Jersey Governor Phil Murphy signed into law the Pass-Through Business Alternative Income Tax Act. This new law allows flow-through businesses in New Jersey to elect to pay income taxes at the entity level instead of at the personal income tax level. Since there is no limit on deductions on the federal level for  state and local taxes paid by businesses, this new law stands to save New Jersey business owners an estimated $400 million annually. Learn more about how this idea became law and what CPAs and business owners need to know to take advantage of i...2020-01-1300 minThe 401(k) Audit CPA Success ShowWhat to Expect from a 401k AuditSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ âThe most important thing for you as a sponsor is to make sure you understand your plan.â - Kyle Tanaka The finer details in this episode:The process you can expect to follow with the auditing firmThe information you will have to provide to your auditorHow you can prepare for a 401k auditThe importance of asking questions and keeping a dialogue with your auditorHow to get organized before...2019-12-2129 minThe 401(k) Audit CPA Success ShowThe key factors to look for when hiring an audit firmSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ Tweetable: âMake sure you understand the rules. Donât just fly by the seat of your pants because you can get in a lot of trouble.â - Kim MooreThe finer details of this episodeWhen do you need to hire an auditor?Whoâs liable for a lousy audit?Questions to ask during your search for an auditor.What is the AICPA and why it matters?What is the role...2019-11-1230 minNJCPA IssuesWatch Podcast28: The Rules Have Changed for New Jersey CPAsÂ
The rules and regulations that govern CPAs in New Jersey â the Accountancy Act and the New Jersey State Board of Accountancy regulations â have recently gone through long-awaited updates. If youâre a New Jersey CPA, or aspiring to become one, listen in as NJCPA Chief Learning Officer Jim Hardenberg, CPA, and State Board member Jack Dailey, CPA, highlight the most significant changes.
Additional resources:
6 Things to Know About the State Board's New Regulations
6 Things to Know About Changes to the Accountancy Act
Accountancy Act statutes
New Jersey State Board of Accountancy regulations
AICPA/NASBA standar...2019-10-2900 min
Accounting Marketing Doesn't SuckEducating CPAs and Clients About Cannabis Accounting with Katye Maxson-LandisKatye Maxson-Landis is the cannabis accountantâs CPA. She is transparent about her entry into the industry, what sheâs learned since she first started taking on cannabis clients and passionate about helping other CPAs get up to speed. Based in Portland, Oregon, Maxson-Landis is the founder and owner of Moxy Accounting and if youâre thinking about entering this niche, you wonât want to miss this episode. Tune in to hear Katye talk about vetting her clients, boosting continuing education in this niche and getting started in this booming industry. Join us! Katye Maxson-Landis, owner of Moxy...2019-10-2200 minNJCPA IssuesWatch Podcast26: Addressing the Student Loan Debt CrisisAmericans owe a staggering $1.6 trillion in student loans â more than both credit cards and auto loans. So itâs no wonder that NJCPA members and others are calling this a crisis. Hear about how we got here and what the NJCPA is trying to do about it.
NJCPA student loan debt initiatives:
CPAs Agree U.S. Student Loan Debt is a Financial Crisis
NJCPA statement in support of the Employer Participation in Repayment Act of 2019
10 Tips for Being a Smart Student Loan Borrower
Student loan debt news
NJCPA CPA Exam Fee Lottery
Congressman Tom Malinowski:Â website |Â Twitter |Â Facebook |Â Instagra...2019-10-0100 minThe 401(k) Audit CPA Success ShowWhat companies must know before the 401(k) audit deadlineSummit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/Â Tweetable: âDonât just hire the first audit firm you find. Donât just hire the cheapest audit firm you find. Ask questions about the quality of the work theyâre doing.â - Kim MooreThe finer details of this episodeJodyâs background and how Kim took over the 401(k) audit processKimâs background working in auditingWhat level of audit experience does the team have?The key things Kim focused on...2019-09-2331 min
Tax Insights with Hawkins Ash CPAsKids Wages/Business and Retirement PlansKids Wages/Business and Retirement Plans by Tax Insights with Hawkins Ash CPAs2019-03-2505 minAccounting Marketing Doesn't SuckAllan Ratafia: Helping CPAs Get Paid FasterIn this episode of Accounting Marketing Doesnât Suck, Hugh Duffy talks with Allan Ratafia, Build Your Firmâs co-founder and owner. A CPA, who is driven to manage his New York-based practice more efficiently and with less effort, tune in to hear Allan talk about how he operates his rapidly growing firm as a business not a tireless job. Youâll also hear about how he developed BizPayO, an engagement tool that enables accountants to electronically send proposals and determine terms for online payments, saving all parties admin time as well as headaches. Join us! Allan Ratafi...2019-02-0700 min