Firm Management
No PII in Email? Is This Realistic In Firms Today?
Cyber insurance is now one of the most expensive lines on a firms’ business insurance policy.
Chris Farrell
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Advisory
Fast Track Compliance with the IRS Pub 4557 and the FTC Safeguards Rule - a No-nonsense Guide for Firm Owners
By now, most tax preparers are aware they need to comply with the FTC Safeguards Rule and IRS Publication 4557. Failure to do so could result in stiff penalties.
Firm Management
Rolling out Your Firm’s WISP - A Practical Guide for Firm Owners
It only takes one breach to destroy a firm’s good reputation, and breaches are stressful and costly to remediate. Plus, most firms cannot afford the possible FTC penalties for non-compliance.
Accounting
Confused about IRS Pub 4557 vs FTC Safeguards Rule, and Which Applies to Your Firm?
Practitioners who fall under the ruling may be subject to an investigation by the FTC which could result in steep penalties and fines for not complying - up to $43,000 per day.
Firm Management
What Millennials Want: How to Woo the Modern Workforce
According to the Pew Research Center, millennials became the largest generation in the labor force in 2016. For professional services firms that plan on staying in business after their senior leadership retires, attracting and connecting with ...