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Accounting and Auditing
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Senate Bill 2: Taxation of Pass-Through Entities — Status in Indiana
Jan 31, 2023
The most up-to-date information as it relates to Indiana Senate Bill 2: Taxation of Pass-Through Entities (SB2).
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INCPAS Member Case Study: Prepare Your Firm & Clients for the Future
Jan 12, 2023
Businesses are experiencing constant change and increasingly recognizing what happened last year may not have as much relevance to decisions they’re making now. Client advisory services offer both a solution and future-proof profession opportunity.
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What is — and isn’t — included in the Inflation Reduction Act of 2022
Jan 9, 2023
The Inflation Reduction Act of 2022 (IRA) was signed into law by President Biden on Aug. 16, 2022. It has been championed by the administration and Congress as the most sweeping climate and energy reform in history, and provides for two major tax changes.
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INCPAS Member Case Study: 4 Ways Remote Work Has Driven Client Advisory Revenue & Staff Success
Dec 14, 2022
How a virtual CFO firm successfully changed the type of work they do, how they do it and where they do it—all of which have built a scalable infrastructure that has more than doubled in size every 3 years.
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INCPAS Member Case Study: 5 Ways Leaders Can Meet Modern Employee Expectations
Oct 26, 2022
INCPAS member and Wheeler & Associates owner Katie Stephens, CPA, shares her tips for leaders to offer employees the benefits they want or need most right now.
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Minding the GAAP: 10 Tips to Stay GAAP Compliant
Oct 11, 2022
GAAP is an umbrella of accounting standards and regulations under which public companies in the U.S. must comply when reporting their financial statements—here are 10 ways you can meet these principles.
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INCPAS Member Case Study: Tips for Successful Onboarding & Retention at Your Firm
Sep 22, 2022
INCPAS member and Insight Accounting Group partner Danielle Thompson, CPA, shares their firm's successful strategies for team onboarding and retention.
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3 Types of Client Advisory Services Clients Want from Their CPA
Sep 8, 2022
These key areas of service are where CPAs, including many INCPAS members, are seeing the biggest demands and finding the most success.
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5 Tips for Developing Your Customer Experience Strategy
Sep 6, 2022
We all know that the better experience your customers have, the more customer loyalty your brand has. Learn strategies you can implement that include the processes and actionable steps to measure or improve customer experience.
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Employee Retention Credit Update
Jun 22, 2022
For those businesses and not-for-profit entities that haven’t considered eligibility for the Employee Retention Credit (ERC), there is still time.
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DOR Update: Notices of Inconsistencies
Apr 19, 2022
DOR Commissioner Bob Grennes shares an update on recomp letters and what to do about payment vouchers.
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Life Transitions Can Trigger Deeper Client Service Opportunities with the PFS Credential
Nov 30, 2021
Unexpected events and major life transitions offer a critical opportunity to assist clients.
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Tips for Working with First-Time Single Audit Clients
Sep 21, 2021
Tips for working with first-time single audit clients.
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Privacy Management Framework
Sep 8, 2021
The PMF is a guide to help organizations address the business activities that involve collecting, creating, using, storing and transmitting personal information of individuals.
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The 10 Biggest Myths (and Missed Opportunities) with the Employee Retention Credit
Aug 24, 2021
Many of us CPAs are not fully understanding the Employee Retention Credit. As a result, we are not properly educating and helping our clients with this large, refundable credit. Learn more about the nuances and complexities of this expanded law.
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12 Technology Terms Every CPA Should Know
Aug 17, 2021
Keeping up with emerging technologies and tech lingo can be overwhelming. We pulled together this glossary to help you understand the most common tech terms you’ll hear in the business and CPA world.
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One Size No Longer Fits All
Jul 13, 2021
New auditing standards exposure drafts move quality management standards to principles-based approach.
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I Can't Meet the May 17, 2021 Filing Deadline — Can I Request an Extension?
Apr 28, 2021
The Indiana Department of Local Government & Finance posts instructions on how to request an extension in the PPOP-IN portal.
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A Good Time to Re-evaluate Tax Clients
Feb 10, 2021
Use this checklist to screen tax clients for potential problems to help decide whether they are worth keeping.
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Core Meetings that Drive Client and Firm Success
Jan 26, 2021
The most productive and effective meetings have a clear purpose in mind. Learn about a few core meetings that are crucial to successfully delivering services to your client.
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