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Resources from the AICPA’s Enhancing Audit Quality (EAQ) Initiative
July 2nd, 2024
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Peer Review
Quality Management The effective date of the new quality management standards continues to quickly approach. Recall that a firm’s system of quality management must be operational by December 15, 2025; […]
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Peer Review: Governmental Updates
July 2nd, 2024
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Peer Review
Yellow Book CPE Requirements: Are You Ready? A common question firms are asking AICPA Peer Review staff is what exactly is required related to the Yellow Book continuing professional education […]
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Digital Assets: Considerations for Existence, Rights, & Obligations, and Valuation
July 2nd, 2024
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Peer Review
The practice aid, Accounting for and Auditing of Digital Assets, will be updated soon to include two new auditing chapters covering key assertions for consideration when performing engagements involving digital […]
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Completing Peer Review Engagement Profiles
July 2nd, 2024
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Peer Review
Completing engagement profiles for the engagements selected in your firm’s peer review is a critically important step which gives the reviewer an outline of key engagement details, such as non-attest […]
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Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers
June 24th, 2024
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By Nate Whitson |
High Net Worth |
Wealth Management
When planning for higher education expenses, many families turn to 529 Plans for reliable savings. What is a 529 Plan? It offers families the benefit of tax-free growth on investments, […]