About Meara Welch Browne

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So far Meara Welch Browne has created 11 blog entries.

It’s Not Too Late to Bring Down Your Tax Bill

Meara Welch Browne’s Tax Partner, Julie Welch, was quoted in CNBC's Grow.Acorns.com "It's Not Too Late to Bring Down Your Tax Bill From 2018 - Here's How" written by Sam Becker.  The article outlines the last-minute technique of contributing to an Individual Retirement Account. You can read her quotes and the entire article on CNBC's [...]

By |2019-04-11T11:34:43+00:00April 11th, 2019|General, Tax|Comments Off on It’s Not Too Late to Bring Down Your Tax Bill

How to Use The New Tax Law to Cut Your Tax Bill

Meara Welch Browne’s Tax Partner, Julie Welch, was quoted in "How to Use The New Tax Law to Cut Your Tax Bill" written by Robert Powell and published in TheStreet.  The article outlines opportunities for those saving for retirement to cut their tax bill this year and in years to come. You can read her [...]

By |2019-03-07T15:43:13+00:00March 7th, 2019|General, Tax|Comments Off on How to Use The New Tax Law to Cut Your Tax Bill

Julie Welch Quoted Twice in the February, 2019 The New York Times

Meara Welch Browne’s Tax Partner, Julie Welch, was quoted Sunday in The New York Times – “Business” section in two articles.  The first was titled "The 8 Most Common 2019 Tax Return Questions, Answered by Experts” by Ron Lieber and Tara Siegel-Bernard.  The second was titled "Smaller Tax Refunds Surprise Those Expecting More Relief" by [...]

By |2019-02-14T14:08:59+00:00February 14th, 2019|General, Tax|Comments Off on Julie Welch Quoted Twice in the February, 2019 The New York Times

Julie Welch was interviewed on CNBC

Meara Welch Browne’s Tax Partner, Julie Welch, along with Ed Slott, president of Ed Slott & Company, were interviewed on CNBC's Squawk Alley about the tax benefits of selling stocks before the end of the year. You can view CNBC's interview at the following link: https://www.cnbc.com/video/2018/12/27/tax-experts-nows-the-time-to-sell-stocks-claim-losses.html

By |2018-12-31T09:58:47+00:00December 31st, 2018|General, Tax|Comments Off on Julie Welch was interviewed on CNBC

Julie Welch Provides Insights in the November 22, 2017 The Kansas City Star

Meara Welch Browne's Tax Partner, Julie Welch, recently contributed to an article in The Kansas City Star - "Personal Finance" section article titled "New H&R Block CEO Jeff Jones to hold first session with shareholders amid tax reform" by Mark Davis. The article discusses the upcoming quarterly conference call where H&R Block executives “will be previewing some components [...]

By |2017-11-27T15:57:19+00:00November 27th, 2017|Tax|Comments Off on Julie Welch Provides Insights in the November 22, 2017 The Kansas City Star

Julie Welch Quoted in the November 3, 2017 The New York Times

Meara Welch Browne's Tax Partner, Julie Welch, was quoted today in The New York Times - "Your Money" section article titled "Why It's Too Soon to Predict What the Tax Changes Will Mean for You" by Ron Lieber. The article discusses the new House tax bill that was just revealed and cautions readers not to [...]

By |2017-11-03T17:56:06+00:00November 3rd, 2017|Tax|Comments Off on Julie Welch Quoted in the November 3, 2017 The New York Times

Journal of Financial Planning Article

The April 2016 issue of Journal of Financial Planning includes “New Law Brings Permanent Tax Changes for Individuals and Businesses” by Julie Welch and Cara Smith.  The article goes through the key provisions of the “Protecting Americans From Tax Hikes of 2015” legislation that was enacted December 18, 2015. https://www.onefpa.org/journal/Pages/APR16-New-Law-Brings-Permanent-Tax-Changes-for-Individuals-and-Businesses.aspx?utm_source=Informz&utm_medium=Email&utm_campaign=JFP+Digital+Edition+4%2E1%2E16

By |2016-04-06T10:41:30+00:00April 6th, 2016|General, Tax|Comments Off on Journal of Financial Planning Article

Understanding Level of Assurance

CPAs can obtain different levels of assurance about whether the financial statements are in accordance with GAAP or other financial reporting framework. The different levels of assurance can range from no assurance at all to the highest level of assurance, which is an audit. The level of assurance required is determined by the financial statement [...]

By |2015-12-04T09:34:10+00:00December 4th, 2015|Audit, Tax|Comments Off on Understanding Level of Assurance

SSARS 21 – Changes to Reviews and Compilations as Well as New Preparation Engagements

In October 2011 the Auditing Standards Board (ASB) released Statements on Auditing Standards No.’s 122-124. Making the auditing standards easier to read, understand, and apply was the main focus of the ASB. The Accounting and Review Services Committee (ARSC) concluded that a similar clarity project for Statements on Standards for Accounting and Review Services (SSARS) [...]

By |2015-12-04T09:32:21+00:00December 4th, 2015|Audit, Tax|Comments Off on SSARS 21 – Changes to Reviews and Compilations as Well as New Preparation Engagements

SEC Adopts New Rules Allowing Smaller Companies’ Access to Capital

The Securities and Exchange Commission (SEC) adopted final rules to enable smaller companies access to capital. The new rules were mandated by Title IV of the Jumpstart Our Business Startups (JOBS) Act and expand Regulation A, an existing exemption from registration for smaller issuers of securities. The updated exemption will allow smaller companies to offer [...]

By |2015-12-02T16:04:08+00:00December 2nd, 2015|Audit, General|Comments Off on SEC Adopts New Rules Allowing Smaller Companies’ Access to Capital