Latest Articles

March 29, 2022 

If you’ve been using search engine optimization (SEO) to land on page one of Google, you know it takes time…a long time. I often tell clients it’s a marathon, not a sprint. If you want quick results, buy ads.

Becky Livingston

March 29, 2022 

A mainstay in larger firms, there’s plenty of reasons to use a practice management system in smaller firms as well. Designed to streamline workflow, practice management systems can also help you better serve your clients, including making it easier ...

Mary Girsch-Bock

March 29, 2022 

A new bill in the House of Representatives, the Securing a Strong Retirement Act of 2022, includes a number of provisions for retirement-savers. The proposed legislation has been dubbed “Secure Act 2.0”...

March 28, 2022 

Trustero includes pre-packaged intelligent controls mapped to SOC 2 Trust Services. Trustero automatically checks controls and evidence for compliance and sends alerts if any become non-compliant.

March 28, 2022 

One way you can offer more value to your clients starting today is by providing them cost segregation studies. Cost segregation is an accounting method that recognizes the fact that a building depreciates, or loses value, over time due to everyday wear...

March 28, 2022 

Avalara is expanding opportunities for partners to build compliance integrations and experiences. To offer flexibility and control to developers, Avalara is pursuing a headless compliance approach that decouples the front-end presentation layer of a ...

March 28, 2022 

S corporation shareholders use Form 7203 to figure the potential limitations of their share of the S corporation’s deductions, credits, and other items that can be deducted on their individual returns.

March 28, 2022 

The new imperatives of work from home drove more change in the long overlooked area of B2B payments than we’ve seen in decades. But there’s more room for improvement. This is a huge market --$22 trillion domestically-- where ...

March 28, 2022 

Under the proposed plan, a 20% minimum tax rate would be imposed on all U.S. households worth more than $100 million. The vast majority of affected taxpayers would be comprised of billionaires.

March 28, 2022 

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), enacted on March 27, 2020, provided a number of emergency relief programs that benefit Indian Tribal Governments (Tribes) and tribal members.

March 28, 2022 

For retirees who turned 72 during the last half of 2021, in most cases, Friday, April 1, 2022, is the last day to begin receiving payments from Individual Retirement Arrangements (IRAs), 401(k)s and similar workplace retirement plans.

Isaac M. O'Bannon

March 30, 2022 

A business model that doesn’t require any user or software fees, firms are saving a bundle and serving clients of any size and monthly payment volume. Are you ready to innovate?