Latest updates for Accounting Strategies

Fresh curated links around accounting strategies are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • Before the Deal Closes: A Financial Integration Checklist
  • Strategies for services: What top firms are offering clients
  • Tax Strategy: IRS identifies transactions of potential concern

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Recent curated links from global sources. Generate one free draft from any story, then use SocialBu to schedule and refine your content calendar.

accountingdepartment.com /1 week ago

Before the Deal Closes: A Financial Integration Checklist

TL;DR: Acquisitive companies should build a 90-day financial integration plan covering chart of accounts mapping, intercompany transaction handling, and consolidated reporting befo...

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accountingtoday.com /1 month ago

Strategies for services: What top firms are offering clients

The Fastest-Growing Firms are taking two main approaches: moving to advisory, and laser-focusing on niches.

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accountingtoday.com /1 week ago

Tax Strategy: IRS identifies transactions of potential concern

The Internal Revenue Service is closely examining the tax strategies used by some exchange-traded funds, according to a recent notice and revenue ruling.

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accountingdepartment.com /3 weeks ago

The Exit Strategy Mistake That Can Cost Owners Millions

Quick answer: The costliest exit strategy mistake business owners make is waiting too long to prepare their financials for sale. Buyers and investors pay premiums for clean, accura...

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supplychaindive.com /4 weeks ago

Want a smart tariff strategy? Lawyer tells CFOs to go back to basics

Executives should be mindful that earnings calls are effectively a “voluntary deposition,” Terence Lau, dean of Syracuse University’s College of Law, said.

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accountingtoday.com /1 month ago

These are the two AI paths for accounting firms

Firms' AI strategy typically follows one of two paths: "optimizers" that use the technology to improve workflows or "transformers" who use it to redesign how the firm delivers valu...

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accountingtoday.com /1 month ago

The tax-structure playbook for ultra-wealthy clients

The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.

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rooferscoffeeshop.com /2 weeks ago

Year-end tax strategies every roofing business owner should be thinking about

year-end-tax-strategies-every-roofing-business-owner-should-be-thinking-about

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accountingtoday.com /3 weeks ago

Tax-slashing strategy popularized by largest hedge fund faces IRS crackdown

A strategy popularized by AQR to help wealthy people slash their taxes on ordinary income is facing a sign that authorities are preparing to clamp down.

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accountingtoday.com /3 weeks ago

Accountants help construction companies field PE offers

Accounting firms that have been wooed by private equity investors are starting to see PE firms now wooing their construction industry clients.

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accountingdepartment.com /3 weeks ago

How a CFO Service Turns Financial Data into Business Strategy

TL;DR: A CFO service transforms raw financial data into actionable strategy by collecting accurate numbers, analyzing trends, and translating findings into decisions around pricing...

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accountingtoday.com /1 month ago

Secrets of the Fastest-Growing Firms

Leaders at some of accounting's most successful firms share their best advice for accountants.

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accountingtoday.com /1 month ago

Tax Fraud Blotter: Keep on truckin'

Special Tax Shelter Strategy; ghost prepared; material falsehoods; and other highlights of recent tax cases.

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accountingtoday.com /1 day ago

Blueprint for Growth: Five things seperating high performers from the pack

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accountingtoday.com /6 days ago

Schwab prepares its own version of tax strategy used by the rich

Tax-loss harvesting strategies have grown so rapidly that regulators are getting worried. The IRS issued an array of warnings to Wall Street last month.

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taxprofblog.aals.org /1 month ago

More on Tax-Aware Long-Short Investing Strategies

Loukia Gyftopoulou, Paige Smith & Charlie Wells (Bloomberg): The Ultrawealthy Tax Maneuver That’s Spooking Schwab and Fidelity For months, the brokerage had piled into one of t...

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financial-planning.com /1 month ago

Schwab imposes stricter limits on long-short accounts

The changes will allow only new accounts with $10 million or more to participate in a popular, but risky, strategy aimed at lowering clients' tax burdens.

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jimersonfirm.com /1 month ago

Business Debt Settlement Strategies That Protect Cash Flow

A business debt settlement protects cash flow when the payment schedule, the default remedy, and the attorney fee exposure are negotiated as one package rather than three afterthou...

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financial-planning.com /3 days ago

Schwab's long-short plans raise questions about competition

Schwab plans to introduce its own version of a popular long-short strategy used to hold down investors' tax bills. Some wonder if the move is yet another bid to hold more assets fo...

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accountingdepartment.com /1 month ago

Getting the Most Out of Sage Intacct: Features Businesses Underuse

TL;DR: Many businesses use Sage Intacct for basic accounting but overlook features like multi-entity consolidations, dimensional reporting, and workflow automation. Underusing thes...

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salesforce.com /3 weeks ago

Cash Flow Management Tips: What’s Your Strategy, Business Owners?

Get in the (cash) flow with these quick tips.

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accountingtoday.com /1 month ago

Proposed IRS, Treasury rules for Trump accounts take a 'prescriptive' approach

The proposed investment rules for Section 530A accounts, also known as Trump accounts, limit choices, and advisors say that could make decisions easier.

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blog.insightfulaccountant.com /1 month ago

Decision Dependency

When something doesn’t make sense financially, business owners naturally turn to the accounting records for answers.Sometimes the accounting records provide the answer.   Sometimes...

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financial-planning.com /1 month ago

5 ways wealth managers can reduce the tax burden of investments

Taxes can erode portfolio value in ways that add up over time. Explore five active investment strategies that can reduce capital gains tax impacts for clients.

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Sources covering Accounting Strategies

blog.insightfulaccountant.com

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taxprofblog.aals.org

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accountingdepartment.com

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accountingtoday.com

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financial-planning.com

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jimersonfirm.com

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