David English

💰 Is your business leaving tax savings on the table? At INFOCUS 2025, Brian Hanks, Functional Analyst at KS2 Technologies, will be presenting: 🎤 Unlocking Bonus Depreciation to Maximize Tax Savings 📅 September 10th, Wednesday at 8:00am Bonus Depreciation (IRC Section 168(k)) lets businesses immediately deduct up to 100% of qualifying fixed asset costs — but only if your ERP is configured to support it. In this session, Brian will show how to operationalize Bonus Depreciation directly in JD Edwards EnterpriseOne, using real-world client examples from capital-intensive industries like construction, manufacturing, and real estate. You’ll learn: ✅ Which assets qualify (and which don’t) ✅ Critical JDE Fixed Assets setup steps for compliance ✅ How to avoid common pitfalls ✅ Lessons from real implementations 👉 If you’re in Finance, Tax, or IT, this session is a must to ensure you’re capturing every possible tax advantage before Bonus Depreciation phases out. #INFOCUS2025 #JDEdwards #TaxSavings #KS2 #ERP #BonusDepreciation

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Many companies implementing ASC 606 find the standard's components complex and difficult to navigate. Use this checklist to see what needs to be taken into consideration to be ASC 606 compliant. https://bit.ly/467Dpsg #ASC606 #Checklist #Accounting

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Email is not an AP system. It has no audit trail. No role-based logic. No SLA enforcement. And yet—countless AP teams are still sending invoices as attachments, hoping for timely approvals and praying someone hits “reply all.” When growth accelerates, this breaks. When someone leaves the company, it implodes. Approval routing should happen inside your system. Not your inbox. Build in rules. Time stamps. Accountability. Visibility. DocLib doesn’t just automate AP—it replaces chaos with structure. #AccountsPayable #FinanceWorkflow #ERPIntegration #ProcessImprovement #DocLib

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The ASC 842 software version has just been updated! From now on, you can: ✔️ Send email reminders about agreement expiration dates ✔️ Use pro-rata depreciation for Right-of-Use assets ✔️ Automatically reverse migration postings if they already exist in the G/L ✔️ Instead of manually entering filters, select several companies at a time 💛 Enjoy many improvements to existing features For more details and visuals, follow the link in the comments. #WhatsNew #ReleaseNotes #NewFeatures #LeaseAccounting #ASC842

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New Program Launch: The Martus Accounting Program (MAP) Designed for Client Accounting Services teams; built to solve the industry’s toughest challenges. The accounting talent shortage isn’t slowing down, so we're giving fractional CFOs, CAS practices, and outsourced finance teams a smarter way to scale without adding headcount. MAP enables you to: ✅ Automate reporting ✅ Collaborate on budgets in real time ✅ Onboard clients fast with minimal lift ✅ Serve nonprofits and business clients with ease We're to announce Cameron Sigurdson as Director of CAS to lead this initiative. His experience and vision are a perfect match for the mission. 👀 See why top firms are adding Martus to their tech stack: https://lnkd.in/gAPieFVp #CAS #fractionalCFO #outsourcedaccounting #accountingsoftware #Martus #budgetingsoftware #forecastingtools #FPandA https://hubs.li/Q03tDbqV0

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💰 Nearly a decade after ASC 718 updates, the debate over tax withholding is still alive. Should companies use the highest marginal rate on net-settled awards or stick to actual payroll rates? Stock plan admins and payroll teams weigh efficiency, compliance, and accounting implications every day — and the 'right' approach isn’t always obvious. 📍 At #GEOAustin (21–23 April, Austin, Texas), this session brings together a panel of experts to go head-to-head, sharing candid opinions, real-world examples, and practical guidance for making the best choice for your organization. 🎤 Speakers Gemma Ludwig, Vialto Partners Simona Paduraru, Google Nicole Hickle, Amgen Lisa Mongey, Autodesk 🔑 Key takeaways • How the highest marginal rate differs from actual payroll rates and the accounting impact of each • Operational and administrative considerations for stock plan admins and payroll teams • Actionable guidance to select the right withholding method for your company, backed by real-world examples ⏰ Issuer members – price freeze until 13 March! Don’t miss this opportunity to get clarity on ASC 718 tax withholding and make informed decisions for your equity program. ➡️ https://lnkd.in/eaUaRXfw #GlobalEquity #SharePlans #EmployeeEquity #ExecutiveComp #CPE

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Are you still navigating ASC 842 or refining your compliance strategy?   After guiding companies of all sizes through ASC 842 adoption and maintenance, we’ve learned the winning formula: ➡️ Centralized, clean lease data ➡️ Cross-functional teams ➡️ Processes that outlast implementation ➡️ Strategic remeasurement to stay audit-ready Whether your mid-implementation or optimizing ongoing workflows, these insights will help you move from reactive compliance to proactive strategy. Link to full article in the comment below.   #ASC842 #LeaseAccounting #FinanceLeadership #ComplianceStrategy #LeaseAdministration #NationalLeaseAdvisors

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🦻 Inside scoop: The automation used by the IRS is creating faster, broader screening so audit readiness now depends on clean data, clear reconciliations and defensible documentation across all your business return types. 😶 Meaning? You have to be much more focused and precise in what you're preparing now ... ensuring everything is absolutely crisp - despite working with vastly more data. That's a big lift for most organizations, whether small, medium or large. 📈 Do you have a solid plan of action? 👉Listen in on the details with the latest episode in our podcast series: Christe Sciacca, Parker Miller, Laura Berkobin, Karen McPhillips, Karolina Michalik, Joanne Clark #taxcompliance #TaxTech #DirectTax #corporatetax #WoltersKluwer #manufacturing #construction #realestate #tax #cch

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Supporting nuanced tax systems requires more than software! It requires understanding the details - jurisdiction-specific requirements, complex tax types, evolving regulations, and agency workflows. Behind the scenes, our teams work closely with agencies to configure systems that reflect those realities. No two environments are identical - so why should one software be expected to fit all agencies? That's why flexibility and domain expertise matter - and why RSI's Government Premier is the superior solution. Learn more about our solutions at https://lnkd.in/guddUY8T

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📌 ProHRPay SOX Compliance Tip of the Day #4 📅 Reconciliations must be timely and consistent. Monthly payroll reconciliations between HR, Payroll, and Finance aren’t just best practice — they’re SOX-critical. Delays create gaps that auditors will flag immediately.

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🧠 Not all lease software is created equal. If your current system is clunky, confusing, or doesn’t support ASC 842 — it’s time for an upgrade. This post helps you identify the features that matter most: ✔️ Automation + Alerts ✔️ Integrated Compliance ✔️ Real-time Reporting ✔️ User-friendly Interface Avoid tech regret. Know what to look for and make the right choice from day one. 🔍 Explore our checklist → https://buff.ly/SDpMX8i #LeaseSoftware #FinanceTech #AccountingTools #LeaseCompliance #iLeasePro #AccountingInnovation

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𝗕𝗿𝗶𝗻𝗴𝗶𝗻𝗴 𝗟𝗲𝗮𝘀𝗲 + 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗨𝗻𝗱𝗲𝗿 𝗖𝗼𝗻𝘁𝗿𝗼𝗹 For revenue accountants, the real challenge in ASC 842 + ASC 606 isn’t interpretation, it’s managing contracts that blend hardware, software, services, usage, escalators, and nonstop modifications. 𝗥𝗶𝗴𝗵𝘁𝗥𝗲𝘃 𝗰𝗹𝗼𝘀𝗲𝘀 𝘁𝗵𝗮𝘁 𝗴𝗮𝗽 𝗯𝘆 𝘂𝗻𝗶𝗳𝘆𝗶𝗻𝗴 𝗮𝗹𝗹 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗶𝗻 𝗼𝗻𝗲 𝘀𝘆𝘀𝘁𝗲𝗺: • 𝗔 𝘀𝗶𝗻𝗴𝗹𝗲 𝗰𝗼𝗻𝘁𝗿𝗮𝗰𝘁 𝗿𝗲𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝘀𝗵𝗮𝗿𝗲𝗱 𝗮𝗰𝗿𝗼𝘀𝘀 𝗹𝗲𝗮𝘀𝗲 𝗮𝗻𝗱 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 RightRev pulls in the full commercial contract from CPQ or billing: hardware, software, services, terms, indices, and uses that same model to drive both 842 and 606. • 𝗔 𝘂𝗻𝗶𝗳𝗶𝗲𝗱 𝗦𝗦𝗣 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 𝗮𝗽𝗽𝗹𝗶𝗲𝗱 𝗰𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝘁𝗹𝘆 𝘁𝗼 𝟴𝟰𝟮 𝗮𝗻𝗱 𝟲𝟬𝟲 Instead of maintaining parallel logic, RightRev applies one SSP framework across all components to produce both the lease income and recurring revenue. • 𝗘𝘃𝗲𝗻𝘁-𝗱𝗿𝗶𝘃𝗲𝗻 𝗗𝗮𝘆-𝟮 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 Extensions, upgrades, device adds, CPI changes... every update becomes an event that automatically remeasures the lease, reallocates remaining consideration, and refreshes schedules on both sides. • 𝗟𝗲𝘀𝘀𝗼𝗿-𝗿𝗲𝗮𝗱𝘆 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲𝘀, 𝗷𝗼𝘂𝗿𝗻𝗮𝗹𝘀, 𝗮𝗻𝗱 𝗯𝗶𝗹𝗹𝗶𝗻𝗴 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀 Clear views of lease receivables, net investment, lease income, and recurring revenue, all tied back to the originating contract and event history. To learn more about our new, Lease Accounting capabilities built for Lessors, check out our blog here: https://lnkd.in/gAmVyqxe

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Most CFOs stepping into a PE-backed company quickly realize: it's a different job than the title suggests. The board isn't watching your audit readiness or your ERP migration. They're watching for momentum against the value creation plan. Today, FinQore is hosting a candid conversation with Steve Isom (COO & CFO, Bloomerang) on exactly this tension — and how the best PE-backed CFOs navigate it. 💻 "Inside the PE Boardroom: How CFOs Win (or Lose)" — LIVE TODAY at 12:00 pm ET | 9:00 am PT Steve will share hard-won perspective on: → What PE firms actually expect from your first 90–180 days → How to hold conviction with investors without losing operational credibility → Why translating investor priorities, not just repeating them, is what keeps you in the seat If you're in a PE-backed finance leadership role (or heading into one), we'd love to have you join us. Comment "Attend" below to save your spot 👇

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🤑 SC payroll update (Jan 2026) 🤑 ❓What changed: South Carolina updated its state income tax withholding tables starting with the new year. 💡Why it matters: Employers must use the new tables or risk paycheck errors during tax reporting. Do this now: • Update payroll with new withholding tables • Confirm timing with your payroll provider *Disclaimer: Not legal advice—talk to counsel for your situation.

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One ASC 350-40 mistake we see repeatedly: Teams know which software costs may be capitalized, but can’t clearly show when development phases began or how labor shifted over time. Without phase-level labor records, capitalization decisions get harder to defend during audits, diligence, or financial review. We broke down how ASC 350-40 actually works and where teams run into trouble ↓ https://lnkd.in/gW_rsKv9

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Starting with payments made after December 31, 2025, the IRS is increasing the contractor reporting threshold from $600 to $2,000.  Learn more about how this new threshold may affect you: https://lnkd.in/eaCfe8mB Contractor reporting thresholds change. Requirements shift. Deadlines matter. What doesn’t change is this: accurate tracking throughout the year makes compliance simple. When contractor payments are categorized correctly and monitored consistently, reporting season becomes routine instead of stressful. If contractor reporting feels confusing or reactive every year, that’s something we can fix: https://lnkd.in/eP_MrqeW #LillyfieldAcccountingSolutions #Tallahassee #Apex #Accounting #Accountant #SmallBusiness

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Starting a new business? We've outlined some quick metrics you should understand: gross revenue vs gross profit, gross margin vs net margin, cash flow metrics and more: https://lnkd.in/d5FD-aff #entrepreneurs #newbusiness #businessowners #startabusiness #startups #startup #taxadvisors #businessadvisors #taxexperts #cpas

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