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SharePoint, SharePoint Advanced Management and SharePoint Premium (Oh my!) Offerings Breakdown
Over the past year, Microsoft has made significant updates to the world of SharePoint offerings; Two major changes include the rebranding of Microsoft Syntex to Microsoft SharePoint Premium and the...
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Forbes Top 200 CPAs in America
I am honored to be included in the first Forbes Top 200 CPAs in America list, and further honored to be alongside three of my Withum partners: Pat Walsh, Bill...
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Tax Season Retrospective for Clients
Many clients tell me that a problem they have with tax season is getting everything together and they wish they were better organized. Here are some easy ways to become...
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New Teams Features and Enhancements: Spring Into Efficiency With Microsoft in May 2024
As we step into spring, Microsoft Teams is planning to release a suite of exciting new Teams features and updates that promise to enhance the way we connect and collaborate....
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Graduation Speech 2024
This is yet another year that I haven’t been invited to give a graduation address. Perhaps I should be grateful for this, but I still wish I had that opportunity....
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Microsoft AI Training Roadshow: A Day of Learning and Innovation: Part 1 – The Keynote
On March 19, 2024, Bengaluru, India, played host to the Microsoft AI Partner Training Roadshow. The event was a day-long event held at The Lalit Ashok and was attended by...
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Defending IRS Cash-Based Audits – Guilty Until Proven Innocent: Computing Income
As discussed in our previous article, The Case for Using a Forensic Accountant, confronting the prospects of a cash-based audit is fraught with potential traps and exposure to civil and...
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Fund Audit Requirements
In this release of Venture To Know we discuss the key scenarios that prompt an investment fund to undergo an audit. What Are the Most Common Circumstances That Prompt a...
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Jack Nicklaus Doesn’t Golf Anymore, but I Do
Jack Nicklaus said in an interview published in the April 2024 issue of AARP Bulletin that he doesn’t golf anymore. That had me recall a conversation with my brother when...
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My Teaching Style
Tomorrow night my Auditing Concepts summer school course at Fairleigh Dickinson University starts. I always look forward to welcoming a new class of strangers who become quite familiar as the...