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News
AICPA Unveils Blueprints for Redesigned CPA Exam
New model for CPA licensure and CPA Exam set to launch in 2024
People, Leadership & AdvancementCPA Exam
Jan 03, 2023・3 min read
Resources
UBIT: Exceptions to debt-financed property
This article discusses some of the most common exceptions that exempt the related earnings of debt-financed property from treatment as UBTI.
Not-for-ProfitNot-for-Profit Tax & Regulatory
Nov 16, 2022・7 min read
News
How high-quality audits protect the public interest and propel businesses forward
Audits provide the public with trust in company financial statements, government spending, and other areas that are vital to the economy.
Audit & AssuranceClimate & Sustainability/ESGPeople, Leadership & AdvancementCreating Trust in Capital MarketsSocialTrust, Opportunity, ProsperityUtilitiesEmployability Independent finance professionalPeople
Apr 20, 2022・3 min read
Professional Insights
Bob Veres Media Reviews: 3 Steps for moving clients to other advisors
This issue of Bob Veres’ Media Reviews covers Continuing education, training, Social Security, and more.
Personal Financial PlanningInvestment PlanningPractice ManagementRetirement Planning
Oct 06, 2022・10 min read
Professional Insights
Bob Veres Media Reviews: Technology Cost-Benefit Analysis
This issue of Bob Veres’ Media Reviews covers corporate debt mutual funds, contingent deferred annuities, firm talent and more.
Personal Financial PlanningInvestment PlanningPractice Management
Aug 30, 2022・18 min read
Professional Insights
Bob Veres Media Reviews: 101 things that advisors do to add value
This issue of Bob Veres’ Media Reviews covers Economy, inflation, annuities, and more.
Personal Financial PlanningInvestment PlanningPractice ManagementRetirement Planning
Nov 29, 2022・11 min read
News
ESG reporting: What’s the value of ESG?
As businesses establish environmental, social and governance (ESG) metrics, the finance and valuation function has a profound role to play.
Climate & Sustainability/ESGValuation ServicesSustainability-related Reporting
Aug 29, 2022・5 min read・AICPA & CIMA Insights Blog
News
Social Security wage base, COLA set for 2023
The Social Security Administration announced the maximum amount of wages subject to Social Security tax in 2023 and a cost-of-living adjustment (COLA) for Social Security benefits. The COLA is 8.7%.
Tax
Oct 13, 2022・1 min read
Resources
Protect your firm’s reputation with these social media tips
Tips for using social media in a way that will help—not hinder—your career.
Firm Practice ManagementBusiness DevelopmentSmall Firm Management
May 10, 2021・2 min read
Professional Insights
Bob Veres Media Reviews: Double taxation with remote work
This issue of Bob Veres’ Media Reviews covers IPOs, Social media, listening, and more.
Personal Financial PlanningPractice ManagementTax Planning
Oct 22, 2022・13 min read

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