US CPA firm operations
Running a US CPA firm's workflow: handoffs, deadlines, disaster relief, preparer documentation and firm structure. Related service: Outsourced support for US CPA firms.
Other topics: UK practice and MTD · Bookkeeping and payroll · Security and compliance · US tax preparation
Section 736 Payments to a Retiring Partner: What US CPA Firms Should Check When Firms Merge
Section 736 payments to a retiring partner: §736(b) property vs §736(a) ordinary income, goodwill and receivables rules, and why CPA firm deals must allocate.
Material Participation Hours and Passive Activity Losses Under §469: How CPAs Should Verify Client Logs Before Treating Rental Losses as Nonpassive
How CPAs verify material participation hours under §469. Seven tests, REPS, short-term rentals, Moss, Circular 230.
Private Equity in Accounting Firms: How Alternative Practice Structures Work — Ownership Rules, Independence and What US CPA Firms Should Know
Private equity in CPA firms via APS: attest stays CPA-owned; tax/advisory can take PE. Ownership, independence and Circular 230 tips for CPAs.
S Corporation Reasonable Compensation: Watson, $130,000 in Preparer Penalties and What US CPA Firms Should Document Before Year-End
S corporation reasonable compensation: why the IRS recasts distributions as wages, Watson’s $91,044 salary, §6694 preparer penalties and a year-end checklist.
October 15, 2026 Extension Deadline: A Final-Day Checklist for US CPA Firms
The October 15 extension deadline covers more than Form 1040: FBAR, Form 3520, SEP and Solo 401(k) funding, IRA fixes and e-file rejects. A CPA checklist.
IRS Disaster Relief Under §7508A: What US CPA Firms Should Do Before and After the Announcement
How IRS disaster deadline postponements under §7508A work, why a governor's declaration alone doesn't move a deadline, and a practical process for CPA firms.
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