Aprio

As we approach the new year, it’s the ideal time for business leaders and individuals to freshen up on tax policy and regulations. Enter: Aprio’s 2024 End of Year Tax Guide. As 2024 comes to an end, we’ve taken a close look at the biggest factors on finances—including the sunsetting of the 2017 Tax Cuts and Jobs Act, the upcoming U.S. presidential election, and the tax landscape—and broken down their impact. In our guide, you’ll find insights on each tax area: - Business Tax - Individual Tax - Estate Planning Tax - International Tax - Employee Retention Program (ERC) - Employment Tax - State & Local Tax Dive into our findings and insights: https://hubs.ly/Q02WdLL50 #2024tax #2025tax #TaxPolicy

Successfully navigating the holiday season requires tight cash control as well as appropriate oversight of inventory levels to make the best management decisions for your business. Learn more about the key metrics you should understand in Director Emily Cheshire, FCA's latest article featured in the San Francisco Business Times, “Essential holiday season metrics for e-commerce and retail businesses: Mastering inventory, sales and cashflow.” #Ecommerce #Retail #CashFlow

We are excited to share that Aprio has been recognized as a 2024 Top Workplaces Culture Excellence winner! This prestigious honor, awarded by Energage, recognizes organizations that excel in fostering a people-first culture. “At Aprio, we believe a strong, shared culture is essential for team member engagement, productivity, retention and firm success. It’s an incredible honor to be recognized by our team members. We are proud of the special firm we are building together,” said Larry Sheftel, PHR, SHRM-CP, PAFM, chief human resources officer.

Mark your calendars: Aprio’s Black Business Forum is co-hosting our next event at The Gathering Spot on Wednesday, November 6: “Finance Savvy: Preparing Your Business for Funding.” Hear from Atlanta business experts like Keven Gayle CEPA®, Gayle Cabrera, Justin Dawkins, and David Esmie, and network with other Atlanta-based Black professionals about getting your business ready for a successful financing process. RSVP for the event 🔗 https://hubs.ly/Q02W0kT10 #BlackOwnedBusiness #Entrepreneurs #AprioBBF #OneAprio

🌟 Last week, Aprio proudly participated in and sponsored the AICPA's Accounting Scholars Leadership Workshop (ASLW) and Diversity Symposium! Cardell McKinstry, M&A Tax Partner, Rachel Booth, Senior Campus Recruiting Manager, and Ashley Waters, Senior Campus Recruiter, connected with minority students and fellow professionals, focusing on leadership, networking, and fostering inclusive workplaces. During the Diversity Symposium, the team attended various workshops focused on fostering an inclusive workplace. Key highlights included: ✨ Crafting inclusive language 🏳️🌈 Implementing LGBTQ+ friendly benefits 🌍 Expanding DEI perspectives beyond ethnic backgrounds to include ableism, veterans, and the LGBTQ+ community Thank you to our participating #TeamAprio members for your dedication to advancing our mission to cultivate a diverse, equitable, inclusive, and belonging environment where all team members are valued and empowered to succeed. #DEIB #DiversityandInclusion

Election season is upon us, and with it comes uncertainty and opportunity for investors. Caroline Galbraith, CPWA®CFP®'s latest article, "Bracing for Election Impact: Investor Insights for 2024 and 2025," dives deep into how the upcoming U.S. elections could shape the global economy and offers key strategies to safeguard your portfolio. Discover what sectors might thrive or struggle depending on election results, how policy changes could impact your investments, and why long-term strategy still matters in times of uncertainty. #Investing #Election2024 #PortfolioStrategy #AprioWealth

We are proud to share that Aprio Partner, Jeff Duncan, has been inducted into the 100 Black Men of Atlanta, Inc. as a member of the Class of 2024! Aprio was honored to sponsor the 100 Honors Gala, joining Jeff for the induction ceremony and celebration.  This prestigious recognition reflects Jeff’s unwavering commitment to making a lasting impact in our community. Jeff is looking forward to #whatsnext and is eager to contribute to the mission of improving the quality of life through educational and economic opportunities, especially for African-American youth in the Atlanta community. Congratulations Jeff! #100BlackMenofAtlanta #CommunityImpact  

Join us at Aprio's Atlanta office or virtually tomorrow, October 22nd, as we collaborate with GACC South - German American Chamber of Commerce of the Southern U.S., Inc. for a lively discussion about the impacts on global businesses based on the upcoming election. During this event, we will be joined by: • Moderator – Kristin Maeckel, European Practice Leader, Partner, Aprio Wealth Management • Panelist – Simeon Wallis, CFA, Chief Investment Officer, Director of Family Office, Aprio Wealth Management • Panelist - Andreas Brauch, CFO North America, Hapag-Lloyd AG • and other special guests! The in-person panel discussion will be followed by a networking session with hors d’oeuvres and beverages. We hope to see you there! Registration link in the comments. 🗓️ October 22, 2024 | 4:00 - 6:30 PM ET 📍 Aprio Atlanta Office & Virtual

We're sharing another fan favorite Dana Delivers episode as we get ready for Season 4 to launch this November! Tune in to hear Tom Cook, CEO and Co-founder of Pacific Bells share his journey that took him from working the fryer at a Taco Bell to the founder and CEO of a company that owns over 200 Taco Bell franchises, as well as a few bits of invaluable advice for anyone wondering when and how to buy into a franchise opportunity. Listen to the episode 🎧➡️ https://hubs.ly/Q02TC_t50

As a CFO, you’re tasked with achieving strategic goals and enabling business objectives with speed and efficiency. Learning what solutions are available and how to use them to empower financial transformation through dynamic decision-making is critical. Join Aprio on October 24 at 11:30 AM EST for CFO Insights webinar, “Driving Financial Transformation at Your Organization.” During this 50-minute session, you will have the opportunity to learn from Aprio’s experienced consultants and engage in meaningful discussions around best-in-class solutions in the following areas: • Finance and Accounting Support • Accounting Systems Support, Training and Implementation • Valuation • Internal Controls and Compliance Register today: https://lnkd.in/etFr7mzy #AprioWebinars #CFOInsights