Journal Article
  • PICPA’s Pivotal Role in Addressing Federal Tax Issues

    Because the PICPA is a state-based organization, the government relations team keeps Pennsylvania and local tax policy issues at the core of our efforts. However, when the COVID-19 pandemic ravaged the world economy, attention to federal issues took on a new urgency
  • The Convertible Debt Interest Disallowance Dilemma

    Many companies – and almost all start-up companies – heavily rely on some form of financing to keep their businesses on track to meet goals and objectives. In fact, we have seen a surge recently in the use of convertible debt instruments as a way to accomplish this, likely due to continued low interest rates (despite some recent inflation) and volatility within the market.
  • How to Prepare a Business for Strategic Sale

    Business successions are generally accomplished in one of three ways: transition to next-generation family members, sale to key management or employees, or sale to an outside party. There are many considerations, both financial and nonfinancial, when deciding on a transfer of ownership. But when maximizing the net proceeds from the sale is a priority and ensuring that the majority of the proceeds are up-front cash, a sale to an outside party is the most viable option.
  • Solicitor Agreements Are Key to CPA, Wealth Adviser Team Ups

    Certainly, CPA firms can offer wealth advisory services, but many choose not to based on compliance complexities, operational and employment costs, and parameters around maintaining independence. So, for those CPAs who opt to work with a wealth adviser on client matters, a solicitor agreement may be needed.
  • Has the Great Resignation Altered Your Retention Plans Yet?

    As the world health crisis started to unfold in 2020, financial service firms observed the growing desolation among our clients watchfully. As part of the aftermath, the way people work has been transformed. In 2022, there is now a better view of what happened and what lies ahead. The economic storm, it seems, washed away a fair number of workers with the Great Resignation that followed the health crisis. Now employers are scrambling to evaluate their methods of recruitment and retention.
  • Your Greatest Malpractice Risks and How to Mitigate Them

    Many CPAs don’t realize how everyday tasks can easily expose them to malpractice litigation. Think about it. CPAs work hard at collecting client financial information, analyzing it to answer questions, and preparing government filings and crafting statements. This is complicated, time-intensive work that must accurately hit the mark. When it doesn’t, malpractice lawsuits can ensue.
  • The Finance Department: Make It a Place Where Everybody Knows Your Name

    What if colleagues shouted your name every time you entered the office? You’d probably feel a lot like Norm Peterson in the classic TV comedy series Cheers. Having rewatched the show recently, I began to see parallels with the functionality of a modern finance or accounting department.
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