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July 2014 Article Archives

Important Circular 230 Guidance: Should I Drop My Disclaimer?

Published on July 23, 2014

Last month, the Internal Revenue Service announced new rules regarding Circular 230 disclaimers. While the Treasury and the IRS expect that these amendments will eliminate the use of a Circular 230 disclaimer in email and other documents, from a professional liability standpoint it may be prudent to continue use of a revised disclaimer.

What's a tax professional to do?  Read more and access additional resources from AAA member, NAPLIA.

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Inside Public Accounting's National Benchmarking Report

Published on July 15, 2014

For more than two decades, INSIDE Public Accounting's National Benchmarking Report has been one of the most respected, complete and insightful financial and operational analyses of CPA firms in the U.S. The IPA National Benchmarking Report covers such areas as income/revenue, net income per partner, partner compensation, administrative compensation, fees by niches and services, charge and work hours, partner workloads, partner issues, partner retirement, training, partner capital, succession, best of the best, personnel costs, billing rates, staff turnover, fees/charge hours, realization, growth and retirement.

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ACE 2014 Award Recipient Recognized

Published on July 14, 2014

Ronda Lawson, AAAPM, Director of Operations for The Henry Levy Group in Oakland, California, received the Association for Accounting Administration's ACE (Achievement, Commitment, Excellence) Award at the organization's June 2014 National Practice Management Conference in San Diego.

During the awards presentation, held in conjunction with the Conference's Fiesta, Norm Saale, AAAPM, outgoing Association President, noted Ronda's skills and qualities managing The Henry Levy Group's practice, to include facilities management, marketing, business development, client relations, billing, A/R, collections, finance and accounting, HR, recruiting and more.  She is the most senior employee next to the partner group and is a key member of the senior leadership team.

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AAA Presents Distinguished Service Awards at NPMC

Published on July 14, 2014

The Association for Accounting Administration presented three Distinguished Service Awards during its National Practice Management Conference in San Diego in late June 2014.  This is the highest honor the Association bestows for those leading the efforts to elevate firm management throughout the profession.  These individuals have made an outstanding contribution to AAA and the profession and have served as a resource and example to our current and future members. The award is awarded at the discretion of the board of directors and only seven individuals have received the award prior to 2014 in the Association's 30 years.

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2014 National MAP Survey Closes on August 31

Published on July 08, 2014

The Association for Accounting Administration participates along with state societies as a supporter of the AICPA PCPS/TSCPA 2014 National MAP Survey.  This year's survey will be fielded until August 31, 2014 with results available to participants in October 2014.  There is no cost to participate in the survey and all participants will receive a summary report. More comprehensive reports will be available for a fee.  The survey is estimated to take one to three hours to complete and the design allows participants to complete the survey in more than one sitting.  Click here to access the survey along with a worksheet, FAQs and a Quick Start Guide. 

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Shared Tools: Share. Learn. Grow. Mentor

Published on July 08, 2014

Are you considering a mentoring program for your firm's professional staff?  Mentoring programs are a great way to encourage the development of the firm's team and promote solidarity as well.  Firm Administrators can use this helpful guide to create a mentoring program for the firm, or to rejuvenate what is already in place.

Click here for a how-to guide from the AICPA.  From CPA Insider, an article worth reading is "Why CPA Firms Need to Engage Millennials Now" by Jeff Drew.

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AAA's Partner Offers Desirable Disaster Recovery and Business Continuity Solutions

Published on July 08, 2014

Partnered with the Association for Accounting Administration since April 2014, Agility Recovery makes it easy for firms of all sizes to cost-effectively plan, protect and recover.  Whether it's a major natural disaster, a fire, a water leak, a client or prospect requiring a disaster recovery and business continuity plan, or any of the thousand events that could affect your day-to-day operations - AAA members need to prepare and project their organizations.

AAA and Agility Recovery Solutions announce a new program to meet these needs.

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Online Jobs Fair For Experienced Accountants

Published on July 07, 2014

We want to let you know about a great opportunity to attract qualified accounting professionals for your open positions.  Accounting Today and CollegeFrog/AccountingFly are hosting an online, virtual jobs fair for firms and experienced accounting professionals called Advance: The Accounting Careers Summit.  Don't miss a chance to promote your current open jobs on-line and interact with qualified candidates. While the event is in August, we encourage firms to sign up as soon as possible.  This will maximize promotion to candidates and ensure a successful event.  What you receive:

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