News & Articles

Recent updates and the latest guidance for the CPA Profession

Stand Out as a Trusted Social Security Expert with the RSSA® Designation

Designed for CPAs, the RSSA® designation provides advanced training to help clients optimize Social Security benefits as part of comprehensive tax and retirement planning.

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Sponsored by: Kaplan

Find a Tax Accountant: Tips, Advice, and Resources

Find a Tax Accountant: Tips, Advice, and Resources

CPAdirectory | March 14, 2023

Find a Tax Accountant: Tips, Advice, and ResourcesTax season can be a stressful time for individuals and businesses alike. However, by working with a qualified......

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7 Critical Steps in Financial Forecasting

Reach Reporting | February 07, 2023

7 Critical Steps in Financial Forecasting Every business will experience ups and downs over time, due to both internal and external reasons. It is impossible......

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What is a 1031 exchange?

What is a 1031 exchange?

CPAdirectory | February 01, 2023

A 1031 exchange, also known as a like-kind exchange, is a tax strategy that allows real estate investors to defer paying capital gains tax on the......

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The Syndication Shift: How Self-Direction is Changing Real Estate Syndications

The Syndication Shift: How Self-Direction is Changing Real Estate Syndications

Quest Trust Company | January 31, 2023

It’s no secret that real estate is a hot market, but there’s been a shift in the way people invest into that market. There is......

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The reasons why businesses should work with a CPA during tax season

The reasons why businesses should work with a CPA during tax season

CPAdirectory | January 31, 2023

Tax season can be a stressful and overwhelming time for businesses, but working with a certified public accountant (CPA) can help alleviate some of that......

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The Importance of Tax Planning for Cryptocurrencies

The Importance of Tax Planning for Cryptocurrencies

CPAdirectory | January 31, 2023

Cryptocurrency has emerged as a new asset class and a popular investment option for many individuals and organizations. With the rise of digital currencies, tax......

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Tri-State CPA Firm Opens Pipeline for Growth Through Staff Augmentation Services

Tri-State CPA Firm Opens Pipeline for Growth Through Staff Augmentation Services

Paro | January 05, 2023

About the Company Located in the tri-state area, the mid-sized CPA firm delivers bookkeeping, accounting, tax and consulting services to clients across a range of industries. The......

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The 5 Biggest Business Trends In 2023

Reach Reporting | January 05, 2023

This year has been a challenging one for businesses in many industries, and 2023 is shaping up to be another tough hill to climb. A......

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SDIRA End of Year Checklist

SDIRA End of Year Checklist

Quest Trust Company | December 21, 2022

As the weather gets cooler and we inch closer to the holidays, many people are preparing for the end of the year to get a......

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Investing in Opportunity Zones

Investing in Opportunity Zones

Cantor Fitzgerald | December 06, 2022

This white paper covers advanced tax planning real estate strategies: Current real estate and political environment with implications for buyers and sellers. Real estate tax planning strategies......

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