Marketing November 2, 2026
Your Next Client May Ask AI Who to Hire. Will It Recommend Your Firm?
AI recommendations are changing search. Would AI accurately explain why a prospective client should choose you?
Marketing November 2, 2026
AI recommendations are changing search. Would AI accurately explain why a prospective client should choose you?
November 2, 2026
November 2, 2026
November 2, 2026
November 2, 2026
July 16, 2018
While the South Dakota law which lead to the Supreme Court ruling envisions a $100,000 annual sales threshold, multiple large U.S. businesses as well as organizations such as the National Taxpayers Union Foundation have expressed their reservations or ...
July 16, 2018
With Bill.com International Business Payments, users can now pay both international and domestic vendors electronically using one simple process, while getting visibility and control with detailed payment information all in one place. In addition to ...
July 16, 2018
While I agree that some of these are important, I wonder if the IRS is seeing what the rest of professionals are seeing as trends in the industry. While I agree that S-Corporation Distributions are out of control, the IRS is approaching these ...
July 16, 2018
It’s not only CPA firm marketing professionals and consultants who encourage CPAs to ask their referral sources for leads. Referral sources themselves expect to be asked for leads. While moderating a panel of referral sources for a client training program the panelists described good referral sources as those who: Reciprocate leads Provide value for fees...…
July 12, 2018
A survey from Franklin Templeton Investments about retirement costs found that Americans are most concerned about how they’ll cover medical and pharmaceuticals bills. Those fears are well-founded, given the high costs of nursing homes, assisted living, ..
July 12, 2018
Small business owners constantly have a lot to think about, so it’s understandable that taxes may not always be top of mind. However, with most major provisions of the Tax Cuts and Jobs Act being implemented in 2018, now is the time to start making ...
July 12, 2018
Before starting a summer job, taking a vacation or sending the kids off to camp, the Internal Revenue Service wants taxpayers to know that some summertime activities may qualify for tax credits or deductions. The IRS also recommends that taxpayers ...
July 12, 2018
Wolters Kluwer Tax & Accounting is offering the timely live webinar, Sales Tax Nexus – Post Wayfair, hosted by internationally recognized tax expert Mark Friedlich, Esq, CPA and Senior Director Corporate Indirect Tax at Wolters Kluwer Tax & ...
July 12, 2018
There used to be a time when brick and mortar stores thought they were losing ground to upstarts like Amazon, who initially didn’t charge sales tax because Amazon didn’t have a physical presence in the state where the sale was made. Eventually Amazon ...
July 12, 2018
I read a lot of Tax Court Cases, and this one had me so confused, I thought the taxpayers were doing the case pro se (representing themselves). This is a case of an attorney just wanting to collect a large fee, because there is no legal footing ...
July 12, 2018
These new additions bring TAG Alliances’ overall global reach to 295 member firms located in over 750 offices in 110 countries. Furthermore, these new additions and a recent survey of all member firms place the collective revenue of member firms ...
Firm Management July 12, 2018
Summers can be tough: The busy season is behind you, and the workload has lightened. To make matters worse, the sun is shining and the pace of everything seems to be slowing down. It's easy to get distracted. To help you stay focused, commit to ...