We Do It Book Keeping

SEC to end shared EDGAR accounts

The Securities and Exchange Commission approved a proposal from last year that, among other things, changes the EDGAR filing system from one-login-per-company to one-login-per-individual. 

A strategic approach to gen AI

Start small, educate employees and stay informed as generative AI develops so you can position your firm for future success. 

IRS issues draft Form 7217 for comment

The 7217 is designed to report the basis of all distribution of property that a partner receives from a partnership in a non-liquidating or liquidating distribution.