The Securities and Exchange Commission is getting set to impose new rules on climate-related disclosures and how funds can be named to promote investment strategies like ESG and sustainable. The SEC closed the comment period for the proposed climate disclosure rule on June 17 after it was extended due to
As companies change their logos and tweet support for the LGBT+ community, the same argument is levelled against organisations who arguably pay lip service to Pride month while failing to act throughout the rest of the year. A prime example was M&S’ somewhat misguided attempt to market their ‘LGBT sandwich’ to customers
Growing into a leadership position can feel intimidating. You may not feel as though you have the necessary skills to lead a team, and that holds you back from being a leader in your organization. Preparing for leadership roles starts with one vital step: building your leadership confidence. Building your
By now, you all have to be completely exhausted from hearing about the “Great Resignation” of 2021. If you have a team, you have likely experienced this, although even the smallest firms were not exactly safe from this kerfuffle either. Statistics show that in November of 2021, 4.5 million people
Many of my clients operate businesses. They’ve learned the expensive way that claiming expenses were incurred for business reasons doesn’t guarantee that their outlays will pass muster with the Internal Revenue Service. What trips them up is Internal Revenue Code Section 162. It mandates that they’re entitled to claim those
Accountants are often being told to “innovate” these days. Many of the articles I’ve worked on recently with writers are all focused on helping professionals stay competitive, especially after two years that really made it clear an advanced tech stack is a necessity to business success these days. But, most
Registered investment advisors and their firms have long viewed 401(k) and 403(b) plans as great sources of potential business. A soon-to-be retired client, current or prospective, might have a six- or seven-figure account balance begging for an investment advisor to manage it. What growth-oriented financial advisor is going to miss
There’s something blissful about your business being “all you.” But that bliss can turn to burnout if you don’t implement the right measures. The following six tips will help you, the solo virtual bookkeeper, wear all the hats in your business successfully and with minimal stress. Tip #1: Outsource I
CliftonLarsonAllen’s CLA Foundation has committed $1 million in grants to the National Association of Black Accountants to seed NABA’s new Pathway to College program, support human capital needs, and create scholarships. The grant, announced last week during NABA’s national convention in Hollywood, Florida, expands the Top 10 Firm’s previous commitment
The S.E.C. said the cheating involved hundreds of the firm’s workers from 2017 to 2021, resulting in the largest penalty ever imposed by the agency against an auditing firm.
