The California Board of Accountancy wants to know how you feel about the 150-hour rule for CPA licensure
The California Board of Accountancy is surveying applicants and licensees about educational requirements for CPA licensure! It's a short survey, so please take a couple of minutes and make sure your voice is heard.
CPA Mobility: Separating Fact From Fiction
The article clarifies facts around mobility, examining how states can thoughtfully modify licensing requirements without restricting the cross-border practice abilities of CPAs. It busts common myths and sheds light on the nuances that enable licensing updates while sustaining license portability.
Sun, Surf, and Financial Insights
Thank you, Maughtlyn Thomas and Allinial Global, for the opportunity to present the keynote at the Financial Institutions Workshop in San Diego.
Why Did It Take a 267% Overrun to Pause the ERC?
The most shocking thing about the Employee Retention Credit (ERC) is how long it took to stop after it started going wildly over budget.
The wild classes CPAs take for their 150 hours
Check out my latest piece in Accounting Today about the wild classes CPAs take to fulfill their 150 credit hours. Courses like pickleball, rock and roll history, and even “Alabama Dinosaurs” have enabled enterprising accountants to power through this arbitrary requirement.
IRS freezes ERC: What you need to know in less than 3 minutes
The IRS has announced an immediate moratorium on new Employee Retention Tax Credit claims through the end of the year amidst a surge of questionable submissions. Tune in for details on the ERC crackdown, including new criminal probes, longer processing times, and options for withdrawing improper claims. If you liked this update, subscribe to The Accounting Podcast on Apple Podcasts, Spotify, or wherever you listen to podcasts.
Subscribe to "On The Money" for an accountant's perspective on small business
I'm excited to share that I'm contributing the accountant perspective to Relay's new "On the Money" newsletter for small businesses.
Navigating AI's Role in Accounting with Joe Woodard
This episode provides insights for those in the accounting realm and curious about AI's impact.
CPA pipeline problems: Insights from a state society CEO
In my latest Firm of the Future article, I share insights from a recent podcast interview with Jen Cryder, CEO of the Pennsylvania Institute of CPAs. She describes a profession facing urgent questions about its future workforce.
Learn strategies for transitioning from solo work to a team-based firm
Nicole's insights will give you actionable advice on systematizing your processes to achieve maximum efficiency and scale your firm faster.