Newsletters

• Accounting On Us e-Newsletter
  An in-depth look at the audit, accounting, tax, financial and industry news that affects you and your business.
  • 8/2/2022 Your choice of entity type matters
    

    Also, helping kids with down payments, student loan 101 and more

  • 7/11/2022 Nanny Tax
    

    Also, SALT and work from home, segregation of duties and more

  • 6/7/2022 Estate planning must dos
    

    Also, cryptocurrency in financial planning, mid-year tax planning and more

  • 5/4/2022 Outsourcing accounting department
    

    Also, cost segregation, R&D amortization and more

  • 4/5/2022 Tax credits for dependents
    

    Also, accounting software, inherited savings bonds and more

  • 3/1/2022 Costly tax mistakes
    

    Also, tax complexity of online sales, self-employment deductions and more

  • 2/1/2022 IRS Modernization
    

    Also, qualified domestic relations orders, fourth quarter market outlook and more

  • 1/4/2022 Possible changes to the Net Investment Income Tax
    

    Also, changes to the R+D tax credit, tax concerns for international snowbirds and more

  • 12/7/2021 Tips for positioning yourself for early retirement
    

    Also, getting ready for tax season, gifting strategies and more

  • 11/3/2021 Arizona tax credits
    

    Also, Arizona R&D credit, market outlook report and more

  • 10/5/2021 Ghoulie tax filing mistakes that may haunt you
    

    Also, scary stories from the IRS, insurance exposure and more

  • 9/7/2021 Financial strategies for each stage of life
    

    Also, a case study in corporate fraud, state and local taxes and more

  • 8/3/2021 Buying a home from a non US citizen
    

    Also, business performance driven by data analytics, third quarter market outlook and more

  • 7/9/2021 State capital gains taxes
    

    Also, state sales tax reporting, federal infrastruture plans and more

  • 6/3/2021 Should you take a loan from your 401k?
    

    Also, 401k audits, SSTB and more

  • 5/10/2021 Energy efficient home improvement tax credits
    

    Also, buying foreign real estate, what do do if you can’t afford your tax bill and more

  • 4/06/2021 QuickBooks Tips and Tricks
    

    Also, best investments for your tax return, IRS payment options and more

  • 3/02/2021 Sports betting and taxes
    

    Also, starting a business, the tax ramifications of getting married and more

  • 2/02/2021 Super tax savings
    

    Also, PPP loan forgiveness, tax documents needed to file and more

  • 1/05/2021 Refinancing in 2021
    

    Also, analytics for the new year, inflation potential and more

  • 12/02/2020 Prop 207 & 208 – Where’s the money going?
    

    Also, post election market outlook, PPP loan forgiveness and more

  • 11/03/2020 Arizona 2020 charitable tax credits
    

    Also, year end tax planning, state and local taxes and more

  • 10/06/2020 Nearing retirement and then COVID decimated your retirement plans
    

    Also, scary scams, PPP loan audits and more

  • 09/01/2020 Planning for retirement
    

    Also, best accounting practices and record retention best practices

  • 08/04/2020 Pros and cons of claiming adult kids as dependents
    

    Also, saving for college and the new Charity Navigator

  • 07/07/2020 COVID-19 lifeline programs: Breaking it all down
    

    Also, COVID-19 and the real estate market and Making your data work for you

  • 06/03/2020 Paycheck Protection Program – What just happened?
    

    Also, tax consequences of the CARES Act and cash flow forecasting

• BV/Lit Essentials e-Newsletter
  Information on the newest forensic + litigation, real estate appraisal + consulting and valuation topics that matter to you.
  • 07/12/22 Elder fraud – a sad state of affairs
    

    Also, covid-19 and life expectancy, federal funds rates and your business sales and more.

  • 04/12/22 Why personal consumption in damages matter
    

    Also, community vs equitable property  and 3 things to do before you sell.

  • 01/13/22 What is a working capital true up calculation?
    

    Also, failing at expert testimony and estimating future earnings of a child.

  • 07/13/21 Prenups and the forensic accountant
    

    Also, sell side due diligence and preparing your business for sale.

  • 01/14/21 Working Capital – What is it, and how does it affect a transaction
    

    Also, valuation methods and due diligence reporting

  • 07/22/20 Buy – Business valuation during a pandemic
    

    Also, business recovery from COVID-19 and Grieve v Commissioner gift tax case update

  • 01/14/20 Buy – Sell agreement horror stories
    

    Also, choosing trustees and succession planning.

• Government Guide
  It takes a lot to run a government entity. Stay up to date on new rules and regulations that affect your operations.
  • 7/15/22 Half baked: Arizona’s marijuana excise tax allocation
    

    Also, wage in kind fraud, disaster recovery plans, first single audit and more.

  • 4/14/22 2022 GASB Lease Standard: Are you ready?
    

    Also, Infrastructure investment and Jobs Act, the future of accounting, audit evidence and more.

  • 1/15/22 2022 Excellence Conference at the Phoenix Zoo

  • Also, school district procurement, CAFR and independent review. 

  • 10/15/21 Pension obligation bonds
    

    Also, the USFR written determination to due diligence

  • 7/13/21 Gila River Sand and Gravel looking ahead
    

    Also, the American Rescue Plan Act for local governments, Classroom Site Funds, Annual Expenditure Limitation Report, reconciling fixed assets and more

  • 4/08/21 Pleasant Harbor Marina is open for business
    

    Also, the 2020 Compliance Supplement Addendum, Prepaids and accounts payable, compensated absences and more.

  • 1/08/21 Lighten the COVID Load
    

    Also, bank reconciliations, organizational fraud and operational reviews of Arizona courts.

  • 10/07/20 Back to School in the Time of COVID-19
    

    Also, 2020 OMB compliance, yellow book changes, conflict of interest and segregation of duties.

  • 07/07/20 Government Recovery from COVID-19
    

    Also, Paycheck Protection Program, Accounting during a pandemic and OMB exemptions.

  • 04/01/20 2020: A Year of Clear Vision
    

    Also, creating a purposeful meeting agenda, fraud trends and audits.

  • 01/01/20 Roosevelt Water Conservative District
    

    Also, compilation, review or audit and data security best practices.

• The 501 (C)ontributor
  Nonprofit accounting issues are unique. Keep up with the issues you need to know about for your organization to run successfully.
  • 7/15/22 A Closer Look at A New Leaf
    

    Also, 990 schedule D, bequest or promise to give, LIBOR, conditional contributions and more.

  • 4/15/22 A Closer Look at Arizona Community Foundation
    

    Also, the difference between audit and finance committees, preparing SEFAs and more.

  • 1/15/22 A Closer Look at Prevent Child Abuse Arizona
    

    Also, board governance, internal controls for small organizations and cash basis vs. accrual basis.

  • 10/15/21 A Closer Look at the Phoenix Zoo
    

    Also, gifts-in-kind, provider relief funds, special event revenue and SVOG funding.

  • 7/13/21 A Closer Look at Valley Youth Theatre
    

    Also, new rules for taxable income, Shuttered Venue Operators Grant audits, 2020 Compliance Supplement Addendum, IRS regulations on UBTI and more.

  • 4/08/21 A Closer Look at Child Crisis Arizona
    

    Also, contribution clarification, functional expenses, single audits and lobbying.

  • 1/08/21 A Closer Look at Open Hearts Wellness
    

    Also, measuring investment values, completing Schedule B, choosing which Form 990 and recording contributions.

  • 10/07/20 Desert Voices Rings True
    

    Also, recognizing donated services, updates on accounting for PPP loans, electronically filing forms 1023 and audits vs. reviews vs. compilations.

  • 07/07/20 Closer Look at Scottsdale Arts
    

    Also, recording PP loans, segregation of duties, disclosing gifts in kind and board responsibilities during COVID-19.

  • 04/01/20 Closer Look at Ronald McDonald House Charity CEO
    

    Also, recording bequests, qualifying for credit donations, positive pay and auctions.

  • 01/01/20 Closer Look at Ballet Arizona
    

    Also, steps to tax-exempt status and ten things to know about endowments.

• The Main Dish
  The latest accounting, financial and tax news that impacts your restaurant.
  • 7/15/22 Recipe for Success Spinato’s Pizzeria
    

    Also, WOTC, chart of accounts, delivery options, cleaning up for audits and more. 

  • 4/22/22 Recipe for Success ChoLon Restaurant Concepts
    

    Also, tip credit rules, employee retention credit, restaurant valuations and more. 

  • 1/15/22 The Toasted Owl takes flight
    

    Also, franchisor issues, financial due diligence when selling, outsourcing accounting and tips to prepare for an audit. 

  • 10/15/21 Profile of Justin Cohen, COO of Riot Hospitality Group
    

    Also, operating agreements, 401k audit reminders, wage & hour, and the Secure Act.

  • 7/13/21 Profile of Nicole Dreier, VP of KRAF Inc.
    

    Also, 401k compliance, sales tax issues with food deliver, ending partnerships and franchise financial statement audits.

  • 1/08/21 Profile of Skyler Reeves, proprietor of Vivili Hospitality Group
    

    Also, PPP forgiveness, choosing 401k plans, benefit plans to attract employees and tips before you file bankruptcy.

  • 10/07/20 Profile of Kyle Shivers, owner of the Breakfast Club
    

    Also, cost segregation, tax bills when you’ve lost money and the importance of solid accounting during COVID.

  • 04/01/20 Profile of Steve Chucri, Arizona Restaurant Association
    

    Also, CARES Act and qualified improvement property, classifying PPP expenses, top 10 restaurant tax planning tips and delays in lease and revenue recognition standards.

  • 04/01/20 When restaurants get sick
    

    Also, handling tips, deterring turnover, third party delivery accounting and ghost kitchens.

  • 01/01/20 Recipe for Success
    

    Also, taxes on gift cards, selling your restaurant and preparing for audits.