• Mark L. Sullivan, CPA

    Family Business Succession Planning

    When you are part of a family business, succession planning is one of the toughest discussions to have. The key, though, is to begin these discussions well before you think it is necessary.
    Full story
  • William Hayes

    Federal Tax Update Webinar a Must-Watch This Tax Season

    Michael Radich, Joseph Figurelli, and Damian Gaspari, all members of the PICPA Federal Taxation Committee, put together a presentation on year-end federal tax issues that is a must-watch for CPAs who want to get caught up on new tax developments before the 2020 tax season gets underway.
    Full story

CPA Conversations

  • Top CPA Firm Risks for 2020 and Beyond

    CPA firms are facing numerous risks in 2020 and beyond. According to our guest, Ken Mackunis, executive vice president, professional firms, for Aon Affinity, technology adoption, talent issues, and information security are at the top of the list. To learn why he places these concerns so high – and to hear about others – listen to our in-depth podcast.
  • Talking to Clients, Customers about Wayfair

    State and local tax experts continue to wrestle with the complexities of the 2018 South Dakota v. Wayfair U.S. Supreme Court decision. Part of that effort is finding a way to explain how the decision affects the companies they work or the clients they serve. Ilya Lipin, managing director of state and local tax with BDO USA LLP, and Jennifer Weidler Karpchuk, senior counsel with Chamberlain Hrdlicka, review the key points of the case and how to communicate them. Both experts coauthored “Pennsylvania Online Sales Tax Law Changes after Wayfair” and this topic will be covered in greater length at PICPA’s CFOs and Controllers Conference on March 19, 2020, in King of Prussia.
Member Spotlight

James J. Caruso, CPA, CGMA

Jim CarusoJim Caruso, CPA, CGMA, is CFO of Simplura Health Group in Yardley, Pa. When he's not dealing with the numbers, Caruso is chasing tornados. The Pennsylvania CPA Journal sat down with Caruso to learn more about how he turned his fascination with severe weather into a thrilling hobby.

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