EP Wealth scholarship promotes diversity in financial services

Independent registered investment adviser EP Wealth Advisors LLC has opened applications for the first Ballou/EP Wealth Diversity in Financial Services Scholarship. The program will provide...

Finimpact’s grant program to help women-owned small businesses

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Financial services provider Finimpact.com is launching its new “Embracing Equity” Women’s Empowerment Business Grant. The still-open-for-applicant grant program aims to provide much-needed financial support...

AICPA tabs Mark Crowley to chair FinREC

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Mark Crowley, CPA, has been named chairman of the Financial Reporting Executive Committee (FinREC) by the American Institute of CPAs (AICPA). Crowley, the national office...

Survey shows what small business owners want

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If today's small business owners had their way, the federal government would be doing more to help them in areas like programs, services and...

AICPA offering $1 million+ in student and CPA scholarships in 2023

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$1 million in scholarships available. Did that get your attention? The American Institute of CPAs (AICPA) currently is accepting applications for a wide range of...

3 ways to mentally reboot before the busy season

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Stress, anxiety and overwhelm are all great reasons to schedule a mental break and reboot your system. Not so coincidentally, they are all big...

5 ways to give back to your clients this season

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The holiday season is in full swing. That gives many of us ways to be generous and give back to our communities and those...

5 self-development tips every entrepreneur needs

As business owners, the most important project we will ever work on is ourselves. For our firms to grow, to better serve our clients,...

5 traits of top performers

After years of working for myself, coaching other business leaders, having a coach and studying what it takes to perform at top levels, I...

4 challenges (and solutions) accountants will face in 2022

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Accountants face many challenges, and these difficulties are evolving every year. In 2022, there are new obstacles that all financial professionals will encounter and...

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Top 10 Federal Tax Implications of Rescheduling Cannabis as a Schedule III Drug

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In a letter dated August 29, the Department of Health & Human Services made an official recommendation to the Drug Enforcement Administration (DEA) to...

1099-K Delay Announced by IRS

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Early last week the IRS announced another in the changes to 1099-K reporting requirements. The requirements have been plaguing tax preparers for the last...

Protect Your Clients, Protect Yourself

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The IRS and Security Summit partners have developed the following "Tip Sheet"  for tax professionals, businesses, taxpayers Earlier this year the Security Summit’s Protect Your Clients;...