Latest Articles

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December 8, 2021 

How a Learning Culture Can Transform Your Practice

One of the challenges associated with team learning is that everyone is at a different level. Some people are great with technology; others know everything about compliance. And sometimes, people don’t want to let others know they’re struggling with a ...

Paul McDonald

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December 7, 2021 

Tax Season 2022: Are You Ready

Like 2020, the year 2021 is ending in the midst of a pandemic. Though recovery is in sight, and many businesses have long since adjusted to the chaos brought forth in 2020, there are still some challenges faced by taxpayers, and by accountants and CPAs. The question is, how should you best prepare for this...…

Mary Girsch-Bock

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December 7, 2021 

Gearing Up for Tax Season

According to a survey, finding qualified staff was the top issue for every firm-size segment except sole practitioners, and most expect staffing to continue being a top issue in the next five years.

Mike D'Avolio

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December 7, 2021 

Canopy Receives $35 Million in Funding

Canopy, a cloud-based practice management platform for accounting professionals, has received $35 million in Series BB funding, led by Ten Coves Capital along with significant investments from current investors NewView Capital, Pelion Partners, Tenaya ...

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December 7, 2021 

Client 2.0 – How to Meet Your Clients’ Next Needs

Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...

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December 4, 2021 

Evaluating the New Tax Season Normal for Tax Advisors

By Jim Guarino, CPA, PFS, CFP®, MST. I was recently asked if I thought the upcoming tax season will represent a return to normal for tax advisors and their clients. To be honest, I thought, “What’s normal anymore?” If normal can be defined as adapting to perpetual change, then the answer is an emphatic “YES!”...…

AW Innovation

December 3, 2021 

AccountantsWorld Featured on ION Television as Great Innovation

Cloud accounting software maker AccountantsWorld, which provides technology for professional accounting firms, was recently featured on an episode of ION Television’s World’s Greatest. The segment gave an overview of the people behind AccountantsWorld, and how their technologies help firms be more productive and efficient.

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December 3, 2021 

BKD CEO Highlights New Initiatives, Growth in Annual Keynote

BKD CPAs & Advisors is poised to further enhance the ways in which it serves its clients across the country in 2022, CEO Tom Watson said in a keynote address to employees at the firm's recent annual Leadership Conference held in St. Louis. Watson, who ...

SurePrep

December 3, 2021 

SurePrep and Thomson Reuters Partner for Streamlined Tax Prep

Thomson Reuters and SurePrep will provide open and royalty-free access to each other’s Application Programming Interfaces (APIs), enabling increased investment in product integration that ultimately benefits firms by streamlining and automating ...

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December 3, 2021 

How to Back Out of Wayfair: Can a Business De-Register When Sales Drop?

Once a remote seller establishes economic nexus with a state, it must register with the state tax department and begin collecting, remitting, and filing sales tax as required by law. But what happens if that same seller’s sales eventually fall beneath the state’s economic nexus threshold? Can a business cancel its sales tax registration? If...…

Gail Cole