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The new 529 rollover to Roth IRA

August 03, 2023

A new rule will allow rollovers from a 529 educational savings plan to a beneficiary's Roth IRA up to a certain dollar limit.

  • advisory services

Ed Zollars - The ERC hearing before Congress left for the August recess

July 31, 2023

This week's topics: Oversight Subcommittee of House Ways & Means Committee holds a hearing on ERC issues, discusses potential amnesty program;IRS ending most announced revenue officer visits;Taxpayer finds out that there may very well be a tax consequence when you borrow against your life insurance policy and then let the policy lapse

  • tax

When is it time to sell your private practice?

July 28, 2023

Get to know the clear signs that it's time to sell your CPA practice, from exhaustion to increasing market competition.

  • accounting connect newsletter
  • accounting connect magazine
  • advisory services
  • careers

CPA evolution explained: The CPA exam in 2023 and 2024

July 26, 2023

CPA Evolution is bringing changes to the CPA exam in 2023 and 2024.

  • accounting + auditing
  • careers

Talent retention: Creating supportive cultures and telling accounting's story

July 26, 2023

How to build a positive work environment for talent retention.

  • careers
  • practice management

Ed Zollars - IRS makes clear its position on extended supply chain ERC claims

July 24, 2023

This week's topics: IRS memo makes it clear the agency is very skeptical about extended supply chain ERC claims;Third Circuit rules that equitable relief is available for failure to file Tax Court petition in 90 day period for a deficiency;IRS asked by Tax Court to justify suspense account method for losses deducted in excess of basis in closed years;Taxpayers had to pay tax on funds taken from IRA/pension funds that were paid to fraudster

  • tax

Learn the warning signs of Employee Retention Credit scams

July 24, 2023

Businesses and tax-exempt organizations should watch out for telltale signs of misleading claims involving the Employee Retention Credit. Scammers and unscrupulous promoters continue to run aggressive broadcast advertising, direct mail solicitations and online promotions for the credit. Many of these ads wildly misrepresent and exaggerate who can qualify for the ERC, which is sometimes also called ERTC or the Employee Retention Tax Credit.

  • irs

5 years before and 5 years after retirement: 5 steps to take

July 19, 2023

CPAs' best practices for mapping out a client's retirement.

  • advisory services

Financial planning aspects of 401(k) rollovers

July 19, 2023

Not sure what to do with old employer retirement savings? Here are some options for your 401(k) rollovers.

  • advisory services

Introducing Nicole Palmateer Hazelbaker

July 18, 2023

Meet OSCPA's new Legislative Counsel, dedicated CPA advocate and strategic communications expert Nicole Palmateer Hazelbaker of Bravio Communications.

  • accounting connect magazine
  • advocacy
  • oscpa news

Recognizing Rob Douglas, OSCPA Legislative Counsel

July 18, 2023

Read about retiring OSCPA Legislative Counsel Rob Douglas and his lasting impact on the CPA profession.

  • accounting connect magazine
  • advocacy
  • oscpa news

Ed Zollars - IRS Extends RMD Relief by One Year

July 17, 2023

This week's topics: IRS extends SECURE Act inherited IRA RMD relief for one additional year, adds special rollover rule for those born in 1951 due to SECURE 2.0 Act changes;IRS grants relief to victims of Vermont flooding.;Failure to attach simple election leads to requesting (and paying for) 11 separate private letter rulings

  • tax

Member Spotlight: Brandie McNamee

July 17, 2023

How Brandie's CPA career flourished while working remotely on her family's cattle ranch.

  • member news

Member Spotlight: Jakki Mathisen

July 14, 2023

How accounting professors, macaroni and cheese, and a positive mindset fuel Jakki's CPA career.

  • member news
  • the educational foundation scholarship

Ed Zollars - Research credit blues

July 10, 2023

This week's topics: S corporation loses on research credit claim and gets hit with penalties - risks of a credit study;Exempt organization status denied for organization formed to raise funds for one person’s medical bills;Discussion of tax research hierarchy in this short week

  • tax

The new world of work: Tips for success as an accounting manager

July 06, 2023

As workplace expectations change, this advice can help firms and their people create an environment that attracts and retains employees.

  • accounting + auditing
  • careers
  • practice management

Member Spotlight: Pedro Nunez Dieguez

June 26, 2023

Read what Pedro Nunez Dieguez values above all else and why.

  • accounting connect newsletter
  • member news

Member Spotlight: William True

June 21, 2023

We asked Corban University student and OSCPA Educational Foundation Scholarship recipient to share a little about his experience as an intern at Doty Pruett Wilson PC. He graciously agreed to share his thoughts below.

  • member news
  • careers

Test

May 31, 2023

Testing news articles

Learn about AICPA Credentials and Designations

May 30, 2023

The AICPA offers exclusive credentials for qualified financial professionals that can differentiate you as having knowledge and expertise in a specialty practice area, giving you, your firm or your organization a competitive advantage. Learn more at aicpa.org/credentials

  • aicpa