Article

September 1, 2020 

Technology is the tool that will help you accomplish that aim most effectively, and adopting these three digital strategies should be your first priority as you set out to improve agility at your firm. Here's what to do.

Jodi Chavez

August 31, 2020 

How Hourly Billing Hurts Clients & What to Do About It.

Garrett Wagner

August 31, 2020 

Believe it or not, email is still your ace in the hole when it comes to lead generation. According to the Content Marketing Institute, “31% of B2B marketers say email newsletters are the best way to nurture leads.”

Becky Livingston

August 31, 2020 

When thinking of new services, many firms put business development last on their to-do list. They think they need to create the service, train their people, and develop a big presentation to take to clients.

August 27, 2020 

At the start of the year, would you have ever expected to work so many days from home? Did you bet on an emergent pandemic shutting down businesses and leaving the future of office spaces in flux? Had you ever even heard of Zoom?

Amy Vetter

August 27, 2020 

The bottom line is that accelerating QIP depreciation to create an NOL may or may not be beneficial. In light of post-COVID-19 taxation rules and regulation changes, forecasting, modeling, and tax planning is more important than ...

August 25, 2020 

Transaction tax changes are on pace to reach the second highest total in the past 11 years. 150 city sales tax rate adjustments have occurred to date this year—with all but 10 being rate hikes—and those numbers aren’t likely to slow down.

Technology August 18, 2020 

In the future, we will move beyond simple data integrations between applications toward workflow automation tools and with data from many different mainstream systems consolidated in a business intelligence tool. My research shows that most mid-sized ...

Brian Tankersley

August 17, 2020 

The tax document automation products reviewed in this issue vary, with some better suited to larger firms, while others work better for smaller firms processing fewer returns.

Mary Girsch-Bock

August 14, 2020 

Taxpayers with Transition Tax or TCJA audit adjustments should know that the completion of the federal audit could trigger reporting requirements and additional examination at the state level. The multi-state reporting of the resulting ...

August 14, 2020 

If you or your clients have fixed assets, they’ll need to properly managed. Since fixed assets are anything of value that is estimated to last for more than one year, they can include items such as laptop computers, printers, machinery, heavy equipment, tools, vehicles, and even real estate. You may have a single fixed asset...…

Mary Girsch-Bock

August 14, 2020 

Having a wage garnishment order issued is frightening. Trying to navigate through the process alone can be intimidating to the point where the taxpayer just gives up and accepts their fate.

Arnold van Dyk