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Web Exclusive

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Featured

Puerto Rico Act 60 Investigations

How the DOJ and IRS Get Evidence from Investors’ Own Lawyers

By  Jay Nanavati, JD and Micah Cerynik

July 2026 0

The US Department of Justice (DOJ) and IRS are currently conducting a criminal investigation into potential abuses of Puerto Rico’s Act 60 tax incentive program,…

Featured

Demystifying ‘DeFi’

Tax Compliance for Individuals Engaging in Decentralized Finance Transactions

By  Christopher M. Ferguson, JD and Michael Waalkes, JD, LLM (Tax)

July 2025 0

Decentralized finance (DeFi) is an emerging peer-to-peer system for conducting financial activity on the blockchain without the need for third-party intermediaries or financial institutions. Although…

Featured

Demystifying ‘DeFi’

Tax Compliance for Individuals Engaging in Decentralized Finance Transactions

By  Christopher M. Ferguson, JD and Michael Waalkes, JD, LLM (Tax)

June 2025 0

Decentralized finance (DeFi) is an emerging peer-to-peer system for conducting financial activity on the blockchain without the need for third-party intermediaries or financial institutions. Although…

Featured

ICYMI | 20 Questions about Establishing a Health & Wellness Program in the Workplace

Opportunities for Tax and Cost Savings

By  Peter Karl and Dominick G. Mondi

November 2024 0

For employers struggling with the rising cost of health insurance and ancillary benefits, a self-funded healthcare platform may be the answer to increasing employee benefits,…

Featured

The New State of Administrative Law

Overview of the Potential Impact of Loper Bright and Corner Post on Tax Cases

By  Abigail Burke, JD and Malena Solin

November 2024 0

In a landmark term for administrative law, the Supreme Court issued two opinions earlier this summer that will have significant implications for future litigation regarding…

Featured

ICYMI | Supreme Court Defers Fundamental Constitutional Question in Upholding Tax on Foreign Business Income

A First Look at the Decision in Moore

By  Andrew Weiner, JD, LLM

November 2024 0

In Charles G. Moore v. United States (No. 22-800), petitioners challenged Congress’s authority to tax unrealized gains under the Sixteenth Amendment. The tax at issue…

Featured

The Public Role of CPAs in Elective Office

A Call to Action for Meaningful Financial Stewardship in Government Accountability

By  Joseph DioGuardi, CPA

November 2024 0

The passage of the landmark Bipartisan Infrastructure Law (Infrastructure Investment and Jobs Act, IIJA) by Congress underscores the urgent need for CPAs to engage actively…

Featured

Supreme Court Defers Fundamental Constitutional Question in Upholding Tax on Foreign Business Income

A First Look at the Decision in Moore

By  Andrew Weiner, JD, LLM

July 2024 0

In Charles G. Moore v. United States (No. 22-800), petitioners challenged Congress’s authority to tax unrealized gains under the Sixteenth Amendment. The tax at issue…

Featured

Automating Excel with Power Query

By  Harold E. Davis, DBA

November 2023 0

The automation of repetitive tasks has become part of today's workplace, whether CPAs are engaged in industry, governmental, not-forprofit, or public accounting. This automation can…

Featured

A Better Way to Keep PivotTables Updated

By  James A. Weisel, DBA, CPA, CMA

November 2023 0

Consider the following hypothetical scenario: You have some PivotTables in a Microsoft Excel workbook that rely upon an underlying set of data. That dataset gets…

Featured

First Look at the Secure Act 2.0

Practical and Legal Considerations

By  Sheldon M. Geller, JD, CPA

January 2023 0

On December 23, 2022, Congress passed the Securing a Strong Retirement Act of 2022 (Secure 2.0) as part of the Consolidated Appropriations Act of 2023,…

Featured

Transforming AP for a Successful New Year

By  Fredrick “Fritz” Smith

December 2022 0

Many chief financial officers (CFO) managed to navigate their organizations through the financial difficulties of the past two years. Yet, businesses are still struggling; according…

Featured

Eight Accounting Items Companies Need to Consider This Year

By  Jeff Murphy

December 2022 0

This past year has been more chaotic than most for companies, especially those with overseas operations in Ukraine or Russia. The following are some of…

Featured

Tax Changes in the Inflation Reduction Act of 2022

By  Sidney Kess, JD, LLM, CPA

November 2022 0

The Inflation Reduction Act of 2022 (IRA; PL 117-169) was signed into law on August 16, 2022. This massive measure, which is intended to tamp…

Featured

The Inflation Reduction Act of 2022

A First Look at New Tax Provisions

By  Mark H. Levin, CPA, MST

August 2022 0

On August 16, 2022, President Biden signed the Inflation Reduction Act of 2022 (IRA) into law as PL 1217-169. The IRA will make a historic…

Featured

The Four ‘Ps’ of a Successful Business Presentation

By  Art Samansky

May 2022 0

Among the phrases that likely send shivers down the spines of many young CPAs is, “next week, you’ll have to make the presentation.” Rather than…

Featured

The Accounting Profession and the Pandemic

Temporary and Long-term Changes

By  Savannah (Yuanyuan) Guo, PhD, and Sonja E. Pippin, PhD, CPA

February 2022 0

When the entire world shut down because of the coronavirus (COVID-19) pandemic, the accounting profession had to adapt quickly. Not only did many CPA firms…

Featured

Proposed European Value Chain Legislation Will Affect Companies Around the World

Getting Ready for EUMDD

By  Allen Campbell, JD

January 2022 0

U.S. business owners and their accounting professionals may be surprised to learn about a proposed European legal regime that will have a major impact on…

Featured

ICYMI | Robotic Process Automation in Accounting Education

By  Martin Coe, DBA, CPA, Amy Igou, PhD, CMA and Nadia Schwartz, CPA

December 2021 0

Not very long ago, the word robot conjured a vision of a human-like mechanical being moving around and completing tasks. Then robots moved into the…

Featured

Book Review | Corporate Law and the Theory of the Firm: Reconstructing Corporations, Shareholders, Directors, Owners, and Investors (The Economics of Legal Relationships)

By Wm. Dennis Huber; Routledge, 2020, ISBN 978-0367895532 

By  James A. DiGabriele, PhD/DPS, CPA/ABV/CFF

November 2021 0

In Corporate Law and the Theory of the Firm, author Wm. Dennis Huber, an attorney and CPA with graduate degrees in economics and finance, challenges…

Featured

ICYMI | Can Robotic Process Automation Improve Quality Control in Audits?

By  Yigal Rechtman, CPA, CFE, CITP, CISM

October 2021 0

The PCAOB requires that registered audit firms adhere to an audit quality control (QC) requirement: A firm of independent auditors has a responsibility to adopt…

Featured

ICYMI | Tax Implications of COVID-19 Telecommuting and Beyond

By  Mark Klein, JD, Joseph Endres, JD and Katherine Piazza, JD

October 2021 0

The fallout from the coronavirus (COVID-19) pandemic continues to have a significant impact on the way employers conduct business, with many employees working on a…

Featured

Robotic Process Automation in Accounting Education

By  Martin Coe, DBA, CPA, Amy Igou, PhD, CMA and Nadia Schwartz, CPA

October 2021 0

Not very long ago, the word robot conjured a vision of a human-like mechanical being moving around and completing tasks. Then robots moved into the…

Featured

ICYMI | Social Media Policies Matter

Is Internal Audit Up to the Challenge?

By  Leslie Blix, PhD, Mark Edmonds, PhD, CPA and Kate Sorensen, PhD, CPA

September 2021 0

Today, most people use social media to stay connected to each other, especially since the move to remote work caused by the coronavirus (COVID-19) pandemic.…

Featured

Social Media Policies Matter

Is Internal Audit Up to the Challenge?

By  Leslie Blix, PhD, Mark Edmonds, PhD, CPA and Kate Sorensen, PhD, CPA

August 2021 0

Today, most people use social media to stay connected to each other, especially since the move to remote work caused by the coronavirus (COVID-19) pandemic.…

Featured

Can Robotic Process Automation Improve Quality Control in Audits?

By  Yigal Rechtman, CPA, CFE, CITP, CISM

August 2021 0

The PCAOB requires that registered audit firms adhere to an audit quality control (QC) requirement: A firm of independent auditors has a responsibility to adopt…

Featured

Tax Implications of COVID-19 Telecommuting and Beyond

By  Mark Klein, JD, Joseph Endres, JD and Katherine Piazza, JD

July 2021 0

The fallout from the coronavirus (COVID-19) pandemic continues to have a significant impact on the way employers conduct business, with many employees working on a…

Featured

ICYMI | First Look at the Tax Provisions of the New York State 2021/2022 Budget Act

By  Mark H. Levin, CPA, MST, Corey L. Rosenthal, JD and Peter Rabinowitz, JD

July 2021 0

On April 7, 2021, the New York State Assembly passed the comprehensive New York State 2021/2022 Budget Act, which Governor Andrew Cuomo subsequently signed it…

Featured

Not-for-Profits and the Pandemic

By  Howard B. Levy, CPA

May 2021 0

The coronavirus (COVID-19) pandemic has seriously disrupted and threatened the lives of all Americans, causing nationwide shutdowns, curtail businesses, affecting daily routines, and suspending entertainment…

Featured

First Look at the Tax Provisions of the New York State 2021/2022 Budget Act

By  Mark H. Levin, CPA, MST, Corey L. Rosenthal, JD and Peter Rabinowitz, JD

May 2021 0

On April 7, 2021, the New York State Assembly passed the comprehensive New York State 2021/2022 Budget Act, which Governor Andrew Cuomo subsequently signed it…

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  • Evaluating the Use of AI in Financial Statement Audits September 2026
  • New York State’s 2026-2027 Budget Bill Overview September 2026
  • Aligning California and EU Climate Disclosure Mandates August 2026
  • Sustainability Accounting—Driving Better Returns Through Better Business August 2026
  • The Varied Perceptions and Experiences of Internal Versus External Auditors in Adopting Artificial Intelligence August 2026












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