Oct 29, 2018
The full impact of the Tax Cuts and Jobs Act will not be clear for a while, but some aspects are beginning to get some clarity, such as company valuation. In this episode of CPA Conversations, we talk to PJ Patel, co-CEO and senior managing director of Valuation Research Corporation (also known as VRC) and Anthony...
Oct 22, 2018
October is Cybersecurity Month, and Jason Rogers, senior vice president of Gallagher Affinity, details the types of insurance accounting firms should have to protect themselves from cybercriminals and hackers. He also discusses trends and shares some real-life consequences of firms that were not properly covered.
Read...
Oct 15, 2018
With so many issues in play when it comes to operating a business, boards of directors have a lot of information flying at them. One issue they must make sure they are not overlooking, however, is cybersecurity. In this CPA Conversations, Dan Desko and Troy Fine of Schneider Downs in Pittsburgh discuss what boards need...
Oct 11, 2018
Forget about not talking “too much,” says Charlie Elliott, the co-presenter of “The Facts about Fraud & Federal Criminal Tax Investigations” at the Nov. 13 PICPA Valuation & Forensic Accounting Conference. Elliott advises that if you or your client find investigators banging at your door, the first thing you...
Oct 8, 2018
Ken Marblestone, JD, a partner with The MandMarblestone Group LLC in Philadelphia, is a proponent of creative retirement plan design for closely held businesses. In this preview of his session at PICPA’s 2018 Personal Financial Planning Conference on Nov. 8, he discusses how financial planners can use defined benefit...