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Houston, Texas, United States
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473 followers
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Spruce Power
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Certified Public Accountant
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Issued ExpiresCredential ID 098212
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Ilya Lipin
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The New Edition of the ABA's Sales & Use Tax Deskbook is Now Available! Discover the essential principles and positions for each state, complete with citations to relevant statutes, regulations, and case law. This comprehensive guide also offers invaluable interpretive insights from rulings, bulletins, and local knowledge—information often elusive to out-of-state practitioners. Expertly edited by Bob Mahon and Ilya Lipin, the Sales & Use Tax Deskbook benefits from the extensive contributions and expertise of nearly 100 members of the Tax Section's State and Local Taxes Committee. Don't miss out on this indispensable resource for navigating the complexities of sales and use tax and overall great non-fiction (and sometimes tax fiction) read! #TaxLaw #SalesTax #UseTax #ABAPublications #TaxProfessionals #StateAndLocalTaxes https://lnkd.in/e6SjySXB
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Kyle Moffatt
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Understanding Form 8-K starts with knowing what—and when—to report. In our latest video podcast episode, we go Inside SEC reporting to break down common triggers, pitfalls, and best practices. Special thank you to Raquel Fox for joining us! #AccountingPodcast #SECreporting https://pwc.to/3HfNueb
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Jeanette Franzel
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Given the current proposal to move audit regulation from the PCAOB to the SEC, I went back to a commentary that I wrote in 2014 for Accounting Horizons. Although 11 years have flown by since I wrote that article, the key principles and points remain relevant today, including the need for --effective audit regulation to ensure that audit independence and audit quality remain front and center to promote investor protection and the public interest; --vigilance and integrity across the interrelated system of corporate governance, financial reporting, auditing, and regulation; --ongoing assessments of audit quality and the impact of audit regulation, including through academic research; and --thoughtful learning from the past to inform future practices in auditing and regulation. The article also provides historical context of the accounting and auditing scandals that piled up in the 1990s. Effective audit oversight is critical to the functioning of our capital markets and investor protection. I hope this article provides some food for thought. https://lnkd.in/eby_pxHz
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Muhammad Furqan CPA - Candidate, CMA, APFA
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Most people don’t realize that tax preparation isn’t just data entry. For every 1040 or 1120-S, there’s detective work: reconciling mismatched W2s, catching a forgotten 1099, or spotting why Schedule L doesn’t tie with the prior year. This is the part I enjoy most—the problem-solving. This subtly shows CPAs you actually understand real pain points.
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Thomas A. Gorczynski, EA, USTCP
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Late last week, the IRS released Rev. Proc. 2025-28, a gold mine of tax planning opportunities for taxpayers with capitalized research expenses for 2022-2024. Immediate attention is needed for 2024 returns to optimize the tax benefits! Read more ⬇️
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Trent Russell
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One of the hardest questions we hear CAEs struggle with is, "So what?!" Typically that comes during or after an Audit Committee meeting when issues have been presented and stakeholders say, "Thanks, what are we supposed to do about it?" One of the first professional lessons I remember learning was a Senior telling me to never just bring a question to them, but instead, bring a possible answer to the question, even if it's wrong. I discussed challenges like this on The Audit Podcast. Have a listen: https://lnkd.in/gBqy9uig
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Dean Michael Mead
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The Governmental Accounting Standards Board (GASB) just published its first Implementation Guidance Update since 2023. I continue to be amazed by the number of people who don't know that the Q&As in #GASB IGs are authoritative #GAAP. If the facts and circumstances in the question are applicable to a government, it is required to apply the guidance in the answer. This IG provides guidance on leases, cash flow reporting, the financial reporting model (Statement 103), conduit debt, accounting changes and error corrections, compensated absences, and special revenue funds. http://bit.ly/3GiuNGm #governmentaccounting #governmentalaccounting #accountingstandards #implementationguides
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Vishant Mehta, CPA
Valim
IRS released a new schedule The new Schedule 1-A (Form 1040, 2025) - introduces several additional deductions under the OBBBA. 🔹 No Tax on Overtime Pay – Deduction of $12,500 (single) / $25,000 (MFJ) for qualified OT wages. 🔹 No Tax on Tips – Up to $25,000 of qualified tips deductible from income. 🔹 Car Loan Interest – Up to $10,000 deductible on qualified passenger vehicle loans (newly purchased after Dec 2024). 🔹 Senior Deduction Boost – An additional $6,000 per eligible taxpayer for those born before Jan 2, 1961. ⚠️ Important: These rules aren’t final yet. The IRS has until October to finalize details (including tip-eligible occupations). Follow Vishant Mehta, CPA for tax updates every Thursday #TaxUpdate #IRS #OBBBA #1040 #CPA
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Zane Stevens CA (SA)
Protea Financial
"The secret is your team." David Barbeito, CPA This was the answer to my question: you are running a firm, you are volunteering, you have a family. How do you make time for it all? What a great answer! What a true answer! The realities of success. Surround yourself with good people! In the latest episode of Protea Conversations, I sit down with David Barbeito, Managing Partner at DPB, to discuss leadership, growth, and the importance of building a firm with people, not just around them. From his humble beginnings in Puerto Rico to leading one of South Florida’s top CPA firms, David shares: ✅ How your team is the foundation of everything ✅ Why growth at the top is key to opportunity below ✅ What it takes to build something truly yours, and make it last ✅ The mindset shift from technician to leader ✅ And yes, how public accounting can still be a dream career If you're a firm owner, accountant, or just someone who cares about culture and leadership, this episode is a must. #proteaconversations #accountingandaccountants #outsourcedaccounting #smallbusiness #bookkeeping
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Ryan Godbey, CPA
Kyntric
How to prevent blind spots in your SOX program Make sure someone’s holding the flashlight. The Business Process Owner isn’t just running the process. They’re the one holding the flashlight 🔦 —illuminating what others might overlook. Here’s how they bring key COSO principles to life: 🔦 Principle 4 – Competence They make sure the right people are in the right roles—trained, supported, and aligned with process objectives. 🔦 Principle 7 – Risk Identification They identify where the process could break down and ensure those exposures are understood and addressed. 🔦 Principle 9 – Change Management They assess when changes to the business, systems, or team could impact internal control—and take action. 🔦 Principle 10 – Control Design They help ensure the right control activities are in place—and that they actually reduce the likelihood of failure. The control owner executes the control. The business process owner makes sure it works in context. If your SOX program feels reactive or unclear— you don’t need more controls. You need better visibility. What's your experience with the role of Business Process Owner? Lets start the conversation in the comments 👇
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Ron Abraham, CPA
KSDT CPA
IRS Announces 2026 Inflation Adjustments Including Updates from the One Big Beautiful Bill (OBBBA) The IRS just released Revenue Procedure 2025-32, outlining the annual tax inflation adjustments for 2026 across more than 60 provisions. Here are some of the key takeaways: ✅ Standard Deduction (OBBBA Updates): • Married filing jointly: $32,200 • Single or married filing separately: $16,100 • Head of household: $24,150 (For comparison, 2025 under OBBBA is $31,500 | $15,750 | $23,625.) ✅ Tax Brackets (2026): • Top rate remains 37% for income above $640,600 (single) or $768,700 (married). • Other brackets: 35%, 32%, 24%, 22%, 12%, and 10%, all adjusted for inflation. ✅ Alternative Minimum Tax (AMT): • Exemption: $90,100 (single) and $140,200 (joint). ✅ Estate Tax Exclusion: • Increased to $15,000,000, up from $13,990,000 in 2025. ✅ Adoption Credit: • Up to $17,670 per child, with $5,120 refundable. ✅ Employer-Provided Childcare Credit: • Boosted from $150,000 to $500,000, or $600,000 for small businesses. ✅ Other Inflation Adjustments: • EITC (3+ kids): $8,231 • Qualified transportation fringe: $340 per month • Health FSA limit: $3,400 with a $680 carryover • Foreign earned income exclusion: $132,900 • Annual gift exclusion: $19,000 ($194,000 for non-citizen spouses) ✅ Items Unchanged: • Personal exemptions remain at 0 (permanent under OBBBA). • Itemized deduction limits eliminated permanently, except for the 37% bracket limitation. • Lifetime Learning Credit phase-out remains at MAGI $80,000–$90,000 ($160,000–$180,000 joint). The IRS confirmed these changes apply to returns filed in 2027. For most taxpayers, this is the first full inflation adjustment cycle under the One Big Beautiful Bill and it will impact deductions, credits, and bracket thresholds across the board. For taxpayers, this means bigger deductions and higher thresholds. For advisors and CPAs, it means time to start modeling 2026 now. Seems like the IRS is on full swing despite putting half of their staff on hold. #IRS #TaxUpdate #OBBBA #TaxPlanning #Accounting #CPA #TaxPolicy #Finance #TaxNews #OneBigBeautifulBill
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Moruf Kazeem MBA FCA
International Institute of…
🔍 Withholding Tax Credit: An Overlooked Strategic Cash Planning Tool. In today’s economic climate where every kobo matters, leveraging tax tools strategically is no longer optional; it’s survival. One such tool that many businesses and even some finance professionals overlook is Withholding Tax (WHT) Credit. 💡 What is WHT Credit? Withholding Tax is not a different tax on its own; it is an advance payment of Companies Income Tax (CIT). The deduction made at source by customers is remitted to the tax authority on your behalf, and the credit is used to offset your future CIT liabilities. 💼 My Experience: N100 Million in Strategic Tax Savings While working in the oil and gas service industry, we vigorously pursue our WHT credit, register them with FIRS (as required then), and successfully utilize the credit of over ₦100 million to fully offset our CIT for that financial year. Then, WHT credits are downloadable from the FIRS website with several technical glitches, we picked hard copies from the IOCs, and some through our Tax Consultant. That wasn’t just compliance; that was smart and strategic cash planning. 🎯 Why This Matters: 🎉 Cash Flow Relief: WHT credit reduces tax outflows, improving short-term liquidity. 🎉 Accurate Tax Positioning: Applying WHT credit correctly ensures you are not overpaying tax. 🎉 Strategic Forecasting: A well-managed WHT ledger helps with better CIT projections and budgeting. 👨🏽💻 Role of Accountants: Go Beyond Compliance Too often, accountants treat WHT as a side task, uploading schedule or reconciling deductions. But managing WHT credits should be part of core strategic tax planning. This includes: ✅Tracking all WHT deductions receivable from customers ✅Following up on the proper remittance through the FIRS TaxPro Max portal ✅Ensuring WHT credit notes are obtained and accurately recorded "A WHT not received is a loss to your company." 🛠️ Don’t Go It Alone – Get Tax Expertise Let’s be clear: Accountants are not always tax experts, and with the increasing scope of responsibilities from reporting, automation, to ERP management etc. it’s wise to engage tax consultants when needed. Tax planning is a specialized field that requires constant engagement with ever changing Tax policies and legislation, updates on TaxPro Max, and a deep understanding of current practices. 🔁 Action Points for CFOs and Finance Leads: 👉 Audit your WHT Credit Position quarterly 👉 Train your accounting teams on how to retrieve WHT credit notes from clients and FIRS 👉 Reconcile WHT credits against CIT obligations ahead of deadlines 👉 Collaborate with tax consultants to optimize WHT utilization 💬 Let’s discuss: Have you ever used WHT credit to offset your tax liability? How effective is your company’s WHT credit management? #WithholdingTax #TaxPlanning #FinanceLeadership #FIRSNigeria #TaxProMax #CashFlow #NigerianTax #WHTCredit #LinkedInFinance
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