Taxes April 7, 2026
Before you file another return this week, pull one off the stack and run it through this checklist- you will likely find thousands in savings your software missed.
February 28, 2026
April 8, 2026
April 8, 2026
May 16, 2018
Investors want to rebalance or reduce their exposure to stocks without creating a large tax bill. We specialize in tax-efficient portfolio management and can help you minimize the taxes you will pay. Here are 9 ways to manage your investment taxes more...
May 16, 2018
Many firms have a bonus structure in place to financially reward employees, but that’s not enough. More than a nice gesture, going above and beyond — much as your workers have done since at least January — when showing appreciation is a must to keep ...
May 16, 2018
How to know when you’re ready … and how to develop clients and grow your practice .
May 16, 2018
Accounts Receivable (AR) are a critical component of a business’ tax compliance. When it comes to accounts receivable, are your clients getting paid on time? When you review your clients’ books, is their Days Sales Outstanding (DSO) more ...
May 15, 2018
While there is an extensive body of research that focuses on workers in corporate America, little is known about the millions of Americans that work for themselves. As more employees plan to leave their 9-5s in pursuit of self-employment the world is ...
May 15, 2018
Lawmakers have attempted to address the issue several times. However, the Mobile Workforce State Income Tax Simplification Act, which was reintroduced into legislation last year, has failed to gain enough traction in Congress.
May 14, 2018
Accountants are being pulled in to the trend of the online marketplace. The ease offered by online ecommerce platforms means even small clients can suddenly be mired in complexities of multistate tax rules from their very first sale.
May 14, 2018
If you're presently using an older version of Excel, bear in mind that Excel 2019 will be released in the latter half of this year. Expect more artificial intelligence features to help you work faster and more effectively. Further, each new version of ...
May 10, 2018
Make sure each manager, senior manager, and executive is responsible for inclusion and hold them accountable during performance evaluations. Discuss the issue during leadership meetings and share feedback from employees.
May 9, 2018
The Tax Cuts and Jobs Act (summary of changes) is the largest piece of tax reform legislation in 30 years and was signed into law on December 22, 2017. Although most of the legislation applies to Tax Year 2018, clients are already starting to ask ...
May 9, 2018
At its most basic level, nexus is answering the question, “Do you have sufficient contact to require you to register with a state taxing authority or other regulatory body?” Don’t make the mistake of getting frightened by the term.
May 9, 2018
While many of us use Zillow as a resource for up-to-date home-related information, the company’s story of maintaining sales tax compliance and transitioning to automated accounting solutions provides insights for accountants supporting growing clients.