Article

September 3, 2021 

Not a day goes by that we don’t hear about the devious actions of hackers seeking financial gain through “phishing” expeditions. The results render large businesses, municipalities, school systems, hospitals, and individuals helpless, forcing them to ...

September 3, 2021 

As tax and accounting practitioners start or grow their practices, many create a one-size-fits-all service model. “Any client is the right client,” but this approach soon becomes problematic when they realize they are a jack of all trades without a ...

September 2, 2021 

During 2020, webinars skyrocketed. Were you a bit envious of your colleagues promoting their new, shiny lead generation tool? If so, you too can use webinars to drive leads and impact the bottom line.

Becky Livingston

September 1, 2021 

The AICPA has submitted a letter to Senate Finance Committee and the House Ways & Means Committee leadership regarding potential modifications to the qualified business income (QBI) deduction under section 199A within the Small Business Tax Fairness Act.

September 1, 2021 

Half-Retirement isn’t as simple as playing hooky from work. Your business will need to run on autopilot without you being around all the time. It’s a process to get from where your business is today to where it will be when you can Half-Retire, but it ...

August 31, 2021 

Turn this year into the year you can set your firm and clients up for further success by testing the waters on operational goals and new products, before diving in. Becoming fully virtual doesn’t need to be the end goal but taking steps to modernize ...

August 27, 2021 

Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...

August 25, 2021 

Nearly 18 months after the pandemic sent states and local jurisdictions searching for emergency funding to keep citizens services running and help prop up economies, the same localities are making transaction tax a bigger part of their revenue streams.

August 24, 2021 

There are two sides to every payment—creation and receipt. When it comes to consumer payments, both sides are straightforward, especially with today's technology. But in the world of business payments, process complexity adds friction between them.

August 23, 2021 

“What is most important to you today?” By asking your clients what’s on their minds today, you can tackle head on their most pressing problems first.

August 23, 2021 

Change is afoot as we come to the end of 2021. As COVID-19 relaxes its stranglehold on the United States, states are considering how tax policies can be adjusted to help mitigate the worst effects of future crises.

Gail Cole

August 22, 2021 

Finding the perfect client is impossible, because the perfect client does not exist. Having been in the accounting field and tax profession for 30+ years, I’ve learned to end my pursuit of chasing clients who deliver their tax documents ahead of time...