ABV Member Testimonial

Early on in her career, Sheri Schultz, CPA/ABV/CFF, Director of Litigation Support & Valuation Services at Fiske & Company in Plantation, FL, decided that working 70+ hours a week at a Big 8 firm and raising a family weren’t compatible. She became interested in the valuation field, left the firm and went to work for […]

Read More

Even Millennials can Retire Early. Here’s How

By Pavithra Mohan Early retirement in 2019 may not be your grandparents’ version of retirement–but it could be more attainable. Conventional wisdom–and the threshold for social security benefits–tells us that retiring before your sixties isn’t within reach for most people. Even setting aside a fraction of your paycheck can be a luxury: About 20% of […]

Read More

Talking to Clients About Tax Extensions

As CPAs, we know how to navigate challenging filing seasons. One of those maneuvers is to file tax extensions on behalf of some of our clients. This lengthens the time we have to complete their returns and helps us adhere to our quality control procedures and standards. However, it can be difficult for clients to […]

Read More

Changes to Work-Related Deductions

There are often costs associated with doing your job, but which ones can you deduct on your tax returns? The Tax Cuts and Jobs Act made some changes to work-related deductions that you should know about as you prepare to finalize your 2018 tax return this year. Below, the AICPA provides a timely update and […]

Read More

Is Now the Time for a Roth Conversion?

Have you considered converting a traditional individual retirement account to a Roth IRA but weren’t sure if it was the right step? This may be a good time to revisit the possibility of a switch, according to the AICPA. Here are some of the issues you should consider as you decide on the best course […]

Read More

And the Winners of the ACC Tournament Team Lunch Are…

Bookkeepers from H Donald Scott CPA, P.A.-Nominated by Nancy Smith from H Donald Scott CPA, P.A.. PLC Rouse Norton Tax Preparers from PLC Rouse Norton PLLC-Nominated by John Lund from PLC Rouse Norton PLLC. Team Tax from Piver & Anderson, CPAs, PC-Nominated by Jenny Anderson from Piver & Anderson, CPAs, PC. SMC Greensboro from Sharrard, […]

Read More