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Why CPAs Should Engage Clients on Caregiving Needs

Posted by HomeWork Solutions on 6/13/24 7:07 PM

As the Baby Boomer generation ages, a growing number of them face decisions around long-term care needs for themselves or their parents. This presents an opportunity for CPAs to have important family wealth-planning conversations. By proactively discussing potential home caregiver requirements, you can position your firm as a trusted advisor while identifying clients who may need support transferring assets or updating estate plans.

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Topics: senior caregivers, accountants, CPA

Labor Rules Roundup: June, 2024

Posted by HomeWork Solutions on 6/5/24 8:45 AM

May was an extremely busy month for labor rules across the U.S. Read on for our latest roundup of the Department of Labor's final rule, its ramifications across industries, and expert opinions on how all these topics impact your practice and your clients.

DOL Finalizes Fiduciary Investment Advice Regulation | Practical Law The Journal | Reuters

The Department of Labor (DOL) has finalized a regulation on the definition of fiduciary investment advice under the Employee Retirement Income ... 

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Topics: FLSA, independent contractor, accountants, CPA

The Role of a CPA in Nanny and Senior Caregiver Hiring

Posted by HomeWork Solutions on 9/5/23 10:30 AM

After hiring a nanny or senior caregiver, families often turn to Certified Public Accountants or other tax preparers with questions about what to do next. “How do I handle payroll,” and “Do I have to pay taxes,” are common questions.

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Topics: caregiver payroll, accountants, nanny payroll

AICPA Engage Flashback: Modernizing Technology in the Family Office with Donny Shimamoto

Posted by HomeWork Solutions on 1/4/18 10:00 AM

As mentioned in Family Office Hot Topics, technology is becoming a huge part of the family office day-to-day routine. Reporting systems can give families and advisors access to real time data anywhere in the world and security concerns associated with cloud services are all but gone. Modernizing how your office does business is especially important as second and third generations start their own families; everyone knows how we millennials like our screens and instant gratification! Donny Shimamoto (Intraprise Technologies) gave us a good overview of how to integrate new technologies into the family office.

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Topics: accountants, CPA

AICPA Engage Flashback: Beyond the Internal Audit - Fraud in the Family Office with Mark Pearson

Posted by HomeWork Solutions on 12/21/17 10:00 AM


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Topics: accountants, CPA

AICPA Engage Flashback: Family Office Hot Topics with Randy Abeles and Eric Johnson

Posted by HomeWork Solutions on 12/14/17 10:00 AM

Randy Abeles (RSM) and Eric Johnson (Deloitte) teamed up to talk about current issues faced in family offices. Both of them work closely with family offices and deal with these topics on a regular basis. Like most of the other sessions I attended, this one focused heavily on advising family offices to treat themselves like a regular service providing business.

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Topics: accountants, CPA

AICPA Engage Flashback: Best Practices in Client Service Opportunities with Jason Deshayes

Posted by HomeWork Solutions on 12/7/17 10:15 AM

Jason Deshayes (AICPA) delivered a session that was applicable to any business really, not just CPAs. Client service is a prime differentiator especially in smaller local firms. If you’re doing this wrong, you won’t be “doing” very long. Luckily Jason laid out some solid advice to make this easy for you. The session had three main focus points; finding fee increasing opportunities, going from service provider to trusted advisor, and best practices to act on now.

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Topics: accountants, CPA

AICPA Engage Flashback: Lessons Learned in the Shark Tank with Kevin O’Leary

Posted by HomeWork Solutions on 11/30/17 10:15 AM

Tuesday morning at Engage 2017 kicked off with a business titan sharing advice to an arena full of people. Kevin O’Leary (Mr. Wonderful on Shark Tank) took the stage and shared with us lessons from his business and personal life. His advice revolved around creating and building successful businesses, something he clearly knows a lot about. This ended up being a theme for the week, focusing on your firm as a business and how to grow it into the future.

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Topics: accountants, agency, CPA

Planning is the Key to Good Meetings

Posted by HomeWork Solutions on 11/22/17 10:15 AM

“Let’s meet about that” is a popular refrain that echoes regularly through the offices and hallways of organizations everywhere. Often though, said meetings are hastily arranged and largely unproductive. Although emergency “huddles” are sometimes called for, good meetings are well planned. Here are some important points to keep in mind.

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Topics: accountants, CPA

Accountants' Value Transcends Billable Hours

Posted by Kathleen Webb on 8/1/13 9:29 AM

How pleased were we to read the latest article in the New York Times by economic reporter Adam Davidson, "What’s an Idea Worth?".

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Topics: elder care, nanny income tax, accountants, nanny tax, household payroll tax

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