The purpose of performing broker dealer audits and requiring regular reporting is to verify that broker dealers are compliant with regulations intended to protect investors. The broker should implement consistent internal investigations to assure this goal, but audits are the primary tool used by … Read More
walnut creek cpa
Finding a trusted Certified Public Accountant (CPA) in Walnut Creek is a strategic move for individuals and businesses alike. Walnut Creek, known for its vibrant community and thriving businesses, demands financial expertise that understands the local landscape.
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Local CPAs in Walnut Creek understand the intricacies of California tax laws and regulations, ensuring that clients receive accurate and up-to-date advice. From tax planning and preparation to strategic financial guidance, a Walnut Creek CPA becomes a valuable asset in managing your financial well-being.
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In the bustling economic landscape of Walnut Creek, having a CPA who not only understands the numbers but also the local context can make a significant difference. It's about more than just financial expertise; it's about having a partner invested in your financial success within the unique dynamics of Walnut Creek's community and economy.
How to prepare for your annual broker dealer audit
Preparing for your annual broker-dealer audit should be a proactive agenda throughout your company’s fiscal year. Early preparation allows your business to stay compliant with the numerous rules and regulations. Failure to implement preemptive measures may result in an interruption of your … Read More
Is Your Fundraiser Profitable? Best Practices for Measuring Fundraiser ROI
As your nonprofit begins to prepare its taxes, it is also a good time to conduct a fundraising audit. A fundraising audit, will aide in developing a data-driven strategy to help your organization and fundraising efforts expand and grow. Below is a list of what to include in your fundraising audit … Read More
Upcoming Changes to Nonprofit Financial Reporting
In August of 2017, a new set of rules were adopted by the Financial Accounting Standards Board (FASB). The is the first major update to the regulations since 1993, and will become effective on December 31, 2017. The goal is to improve communication between the nonprofits and its investors and … Read More
Tax Changes Small Businesses Should Know
Changes in tax laws occur every year, affecting businesses of all types. These changes affect the planning and preparation of taxes for businesses ranging from sole proprietorships to large corporations. Here is a quick look at the changes which take effect during the 2017 filing season. Stay … Read More
Tips for Preparing Your 2017 Taxes
Now is the time to start preparing your 2017 taxes. For individuals taxes must be filed by Tuesday, April 17, 2018. Your income taxes are affected by a number of factors, including such things as the sale of your primary home. The more complicated your taxes become, the more important it is to … Read More
2017 Tax Reform: Last Minute Tax Year-end Moves
Congress is enacting the biggest tax reform law in thirty years. The 2017 Tax Reform is one that will make fundamental changes in the way you, your family and your business calculate your federal income tax bill, and the amount of federal tax you will pay. Since most of the changes will go into … Read More
Essential Internal Controls Every Nonprofit Needs
Internal controls are the operating procedures a nonprofit relies on to keep things running smoothly and reduce the potential for inappropriate behavior within the organization. Essential Internal Controls Every Nonprofit Needs 1. Authority to Spend Deciding who has the authority to make and … Read More
Changes to Nonprofit Accounting for Contributions
New FASB Standards Recognizing Revenue This past August (2017), the Financial Accounting Standards Board (FASB) issued a proposed Accounting Standards Update (ASU) to address concerns raised by stakeholders regarding the recognition of revenue from contracts and grants received by nonprofit … Read More
Are You Deducting Your Home Office Space Correctly?
According to an article in Forbes magazine, less than 10 percent of home-based business owners use the home of office deduction. The Internal Revenue Service has made it easier to claim the deduction by establishing a simplified option that reduces the number of calculations you must make. To make … Read More