Wednesday, October 26, 2016

DCarsonCPA on Growth Strategy and Risk Management

DCarsonCPA on Growth Strategy and Risk Management:

Sunday, April 26, 2015

Checking in on the Key Points

Some quick updates to cross reference:

Find your way to the update lines at DCarsonCPA on Risk Management and on Taxation .

And the Daily Core Lines at Entity and Sector Lines and the LOBs .

We will be back with more soon to the key points but in the meantime these are some relevant lines on recent updates to follow where we meet on Services, Research and Outreach to help the needs of  Entities in the Economy and Financials.

Sunday, January 18, 2015

Mapping in for the New Year 2015

Mapping in for the New Year 2015

The Key Points was originally the Launch point for Our Lines at DCarsonCPA as a centralized line to follow the points of updates where Financials and new regulations were meeting at that point.

We built strong skills with the lines for points to support Compliance and Legal Workflows in compliment to Financials and the needs on Strong Controls for Risk Management in the Financial and other sectors.

The journey we undertook to learn  about ALL of the points where Financials, Legal, Economics, IT and Communications meet for Industry, Non Profits, NGOs, Governments (Local, Multi-State, National and Global) was a rewrding one with many different directions and a substantial amount of resources and energy placed to Research working with Financials, Laws, Rules, Economics, Statistics and some to the best minds in Industry, Non Profit, NGO and Government lines to fill in the Gaps on Our Awareness on Calls, In Journals, On Research and mossaic sourced Analysis. We worked from a perspective of learning more about the many points where Financials are at work to help on needs on growth in the Economy.

Through the key points grew our interests and commitments to find ways to help Entities succeed more on growth with efficiency, and to find ways to help on the Economy where Our skills connect.

These days you can find many of the key points as follows:

DCarsonCPA by LOBs on Services

DCarsonCPA on Linkedin:

DCarsonCPA on Entity and Cross Sector Lines (on the Economy and Financials)

Covering Global and Domestic Economics, Financials, Legal Support Services, Project Management and Business Analysis (w/ IT Data and Cyber Security Lines along with Communications, Data, Research and Analysis), Core Financials, Tax Services lines and more. Our Business Model is based on Services, Research and Outreach to help on the Economy, Efficiency, Growth and Improvements as evolving on the pathway of Global Decision Making Research and the cross functional skills are also well suited for Risk Management and Deep Support lines to Economic and Policy Research as we grow to include Economic and Legal skills to a strong base of now 20+ years on Financials.

We trained up for the Leadership lines for Boards, Directors, Senior Management and the Staff Development points for the Industry lines and for the Executive, Legislative and Judicial points on Financials to optimally understand the moving parts of Industry, Government, Non Profits,NGOs and Individuals / Families and Communities working together in the Economy as we evolved a reduction template of Global Decision Making Research for most any needs where we meet on Services, Research and Outreach.

The Result of which is strong problem solving skills for on demand needs and a very large ability to help on challenges where cross sector lines meet Economics, Statistics, Financials, Laws,Rules and Governance and the IT lines help for Services, Research and Outreach.

We can help on Strategic needs at the overview level or map to specific lines of needs in more detail depending on Client needs on demand.

Tax Season 2015 is expected to be a challenging year based on IRS needs and budgets. Fortunately we began on the Tax lines several years back and mapped the strong lines of comprehensive research to be an Asset to Clients in times like these and we can help on Entity and Individual / Family lines of needs with strong skills on Tax Services. We've built strong skills through daily lines of research as overlays to a strong foundation of core skills in CFO/ Controlling and Lean Management Consulting and the net result is many a way to help on needs through Financials, Tax, Compliance and Managerial Accounting skills. The mapped in overlay is deep Economic, Legal, IT, Financial, Finance and Societal Research skills focused on the value of Financials to needs across sectors and those are skills that can help at many a varied point in the Economy for Leadership lines of Entity needs and related lines on Project Services and Research.]

Learn more at DCarsonCPA where we connect on Services, Research and Outreach.

2010 - 2012 was a robust period of 3 years on deep research to the lines where Laws and Financials meet in the Economy, By 2013 we had moved into the next level of following the lines on Economics and Statistics at work as the key tools to help on the Economy and working in ever increasing ways on background research on Laws, Rules, Financials, Industry, Non Profits, NGOs,  Gov and Individual / Families and where we all meet in the Aggregate. More can be found and understood at find ther readers on Financial Decision Making Research, Knowledge Support and more as key point and DCarsonCPA by LOBs is a fast track to many but not ALL the points we can help in as many lines are held for services where we bring the pieces together for applied value to Client needs. We focus Our lines on Growth, Efficiency, Improvements, Strong Controls, Financials and Change Management within the relevant framework of working with the knowledge that runs through Financials, To Entities, to the Economy and Back for Value.

Friday, September 20, 2013

TFOG 9/20/2013 - Credit Risk Retention - Prop. Rule

(TFOG) Today from Our Government - following the rules that bind and the updates on financials and compliance:

Treasury Update on Credit Risk Retention - Prop Rule.:

Following the update lines on Decision Making on Financials, available to assist the Entity needs on Financials, Accounting, Taxes, Compliance, Advisory, Financial Analysis, Business Analysis and more. DCarsonCPA is your link to the Practice of Dean T. Carson II, CPA where we work with knowledge, experience, teamwork and research to support the needs of Industry, Governance, Non Profits and Individuals/ Families in the Economy.

We care about the line of Opportunities in the Economy and are here to help Entities meet the needs on Financials and Compliance through project services. In the broader estate of the Economy we work with research in support of helping on the challenges in Local, State and Public Finance to help support the lines of Leadership Decision Making on Financials. We work on the center line where we ALL meet as stakeholders in support of Economic Growth and Full Recovery. Our purpose is to help clients on Direct Services and to support the lines of Research on the Economy to help build Economic awareness  in support of Economic growth and the broad lines of opportunities in the Economy. You can learn more at

Saturday, December 15, 2012

TFOG - Friday and Mondays updates from the IRS, CFTC, and PBGC.

TFOG (Today from Our Government) a look at the updates on Rules corresponding to Financials from Friday December 14th and Monday December 17, 2012:

From the:

IRS Technical Amendments: Guidance Regarding Deduction and Capitalization of Expenditures Related to Tangible Property.

CFTC Notice: Fees for Reviews of the Rule Enforcement Programs of Designated Contract Markets and Registered Futures Associations.

PBGC Final Rule: Benefits Payable in Terminated Single-Employer Plans, Interest Assumptions for Paying Benefits



DCarsonCPA is your web link to the Practice of Dean T Carson II, CPA following the lines of updates on Financials, Accounting Policy and relevant Accounting, Taxation, Compliance, Regulations, Economics, Statistics and Finance for the Strategic and Operational support of Business, Non Profit, Government and Individual needs on Financials. Learn more at available for Project, Advisory and defined needs on Accounting, Taxes, Compliance, and Analysis.

We work with broad streams of Financial Decision Making Research that focus in on Client Application where we meet on services.  We live in a time of changing dynamics in Financial Decision Making, a time where adaptive knowledge on Financial Decision Making needs from Accounting Policy, Taxation and Compliance can all add value on Services through insight. We are following the lines of Big Data for the focused application of Big Knowledge that can add value on Decision Making through resources and insight to the Strategic and Operational needs of Financial Decision Makers.

Monday, October 15, 2012

TFOG 10/15/2012 -SEC Edgar, FDIC Stress Test, USPS Direct Mail offering, and PBGC Final Rule

TFOG (Today from Our Government) following the updates in Rules for Business, Non Profits, Individuals and Regulations in the Nation's Market Place for October 15, 2012

SEC - Edgar Mannual

FDIC - Stress Test Final Rule

USPS - " Every Door Direct Mail"

PBGC - Terminated Single Employer Plans Final Rule

SEC Edgar 2012-24998

FDIC Stress Test Final Rule 2012-25194

USPS - "Every Door Direct Mail" EDDM Test Final Rule 2012-25059

PBGC - Terminated Single Employer Plans Final Rule 2012-25245 connecting the line on updates for Financial Decision Makers in Government, Industry, Non Profit and Individual roles on Financial Decision Making for corresponding support servoces. Learn more at .

Tuesday, October 2, 2012

Insider Trading, know the Rules and related notes.

In light of news events today with the WSJ Blog reported conviction of the Founder of Galleon on 14 Insider Trading charges (link to WSJ source ), it creates a good opportunity to return to some points we had mentioned before on Twitter and on our FB Page in previous posts. CPAs are bound to high standards as Licensed professionals, in our education process we learn about Accounting, Business Law, Tax Law, Finance, Business Formation and more, much of this to avoid issues like "Insider Trading" and other issues in Business (through Knoweldge of and Compliance with the Rules).

For CPAs (like myself) with specific area expertise in Financial Services we go on to learn more about SEC Laws, FINRA Rules, Capital Markets, Securities and other related factors. In any Financial Services business and for all Investors in Capital Markets a very key and central Law is regarding "Insider Trading," the goal of which is to create a level playing field for Investors so that Market Participants with "Insider Information" are prohibited from Trading on that knowledge (and taking monetary gains on material non-public information) until it becomes Public Information (the goal is preventing Insiders from taking advantage of less informed Investors in the General Public). The best source for background on this is in my opinion the SEC itself follow this link the SEC on "Insider Trading" to Learn more

Since the SEC is a key part of Financial Market Regulation. If you are an Investor or a participant in Financial Markets, you must know the rules so be sure to know all you can on "Insider Trading" and commit to not becoming a part of Insider Trading to best protect your Financial Assets, Individual Freedom and your Business Reputation all of which are valuable Assets.

On a related note of Interest, since part of what we are doing in career development is pursuing the CFA designation, we can also tell you that a portion of a CFAs preparation path at level 1 is dedicated to thoroughly understanding the rules of Insider Trading so as not to arrive in a position later down the road as an Investment Analyst or Portfolio Manager where you would violate these rules. Portfolio Managers, Reserchers and Analysts and others who are CFAs place significant care on the importance of not violating "Insider Trading" rules. 

We believe that the SEC is a best source of definitions on "Insider Trading" so their link is provided here, but suffice to say that possession of Material Non-Public Information (as was indicated in the WSJ article on the Galleon / Rajaratnam case also cited above), followed by an action to Trade on that Information or Encourage others to Trade on that information would bring you into the Realm of Insider Trading. Insider Trading is about Information and the desire of our government to maintain a level playing field in Financial Markets where Financial Experts are restrained in ways that they expect will support Investor Protection by providing equal information opportunity.

While the SEC provides a key role in segments of Financial Market Regulation, there are also other relevant govenment regulators to consider in other Market Areas. For the context of our discussion here we are Focused on the SEC and their role on Insider Trading on Capital Markets, we would also like to introduce that FINRA a Self Regulating Organization (SRO) is the Financial Industries oversight body which functions to also protect Investors and diminish Insider Trading Operations by assisting in the Control of Market Data information by limiting channels for Insider Communications and otherwise protecting Investors.