Jul 29, 2019
Most workers with access to a retirement benefit today must contribute to their plan as opposed to relying on a pension. We’re in the “save for yourself” era. Jacquelyn M. Basso, CPA, CFP, of J.M. Basso & Associates in Downingtown, Pa., believes that employees just aren’t saving enough to live comfortably...
Jul 22, 2019
“You’re fired!” These are words that no one wants to hear, and they can be just as difficult to say. When they have to be said to a client, the conversation can be even harder. But there are circumstances when letting go of a client can benefit a CPA firm’s financial bottom line, employee morale, and more. To...
Jul 15, 2019
Qualified Opportunity Zones have been a much-discussed topic since they were created by the Tax Cuts and Jobs Act of 2017. Two PICPA members from Drucker & Scaccetti in Philadelphia – Chris Catarino, CPA, MT, and Steven Rossman, CPA, MST – discuss the regulations and how CPAs can advise clients on these new...
Jul 8, 2019
The Tax Cuts and Jobs Act of 2017 brought several changes and expansions to the tax benefits available for parents and those with dependents. Sean Brennan, CPA, MBA, president of Brennan and Company CPA PC in Philadelphia and chair of PICPA’s Federal Taxation Committee, discusses the child care and dependent care...
Jul 1, 2019
A recent study revealed that 7 out of 10 American workers say financial problems are their most common stressor. Nearly 40 percent dwell on these issues at work, undoubtedly affecting productivity. PICPA member Anna Jungclaus, CPA, CFO of Equal Measure in Philadelphia, explains how corporate CPAs are in a unique...