Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
November 7, 2022
The Golden Question of Retirement Planning
If you are an advisor or accountant helping clients with retirement plans, then you will need to go deeper than that one question because it is only the first step.
November 7, 2022
How States Define Communications Products and Services Can Impact Tax Codes
As states continue to fine-tune how they define products and services included in communications tax, businesses will need to stay up to date on new requirements.
November 4, 2022
The Tax Revenue Implications of Gas Vehicle Bans
Electric vehicle mandates are surfacing at the federal, state, and local levels. They raise a number of questions about fuel tax revenue, electricity infrastructure, and more.
Firm Management November 4, 2022
The Practice Management Playbook, Part 1: The Right Single Portal
How Partners can Delegate with Control, Flatten the Tax Season, and Delight Clients and Staff.
Firm Management November 4, 2022
5 Communication Tips for CPAs in the Digital Age
Keep clients by tailoring their services to each individual's needs and concentrating on the most crucial tasks, such as increasing their company's revenue.
November 4, 2022 Sponsored
Intuit Develops Team and Strategy to Take Accountants to the Next Level
Intuit is focusing its efforts to help grow your practice and scale your impact, equipping you with the accountant-specific products, tools, and programs you need to be more efficient ...
Firm Management November 2, 2022
Is Podcasting Right for Your Firm?
Have you ever considered the amount of time you’ve spent giving the same advice to people? What if you could capture that in a “bottle” and repurpose it? You can in a podcast.
Advisory November 2, 2022
How to Help Your Clients Prepare Their Business to Sell
With the right plan and strategy, you can help your client prepare their business for a successful sale. Understanding their goals and the current state of the business can...
November 1, 2022
Count LTCI Premiums for Medical Deduction
You can add the cost of premiums to the amount you need to surpass the deduction threshold for medical expenses. But the IRS strictly limits the amount you can write off for LTCI insurance each year.
October 31, 2022
Navigating New Workplace Headwinds
Even without the impact of inflation employers, employees are likely to perceive their compensation as falling short. Employees that perceive themselves as underpaid are more likely to leave their job.
Small Business October 31, 2022
Moving a Business to a Different State
In this final Conversion Series post, we reveal what you need to know to help your clients move their businesses from one state to another.
October 31, 2022
How to Secure a Deduction for a Medical Dependent
The tax law also allows you to write off amounts paid for a dependent such as an elderly relative.