Article

 June SALT Checklist

June 1, 2015 

June SALT Checklist

What should you be doing in your state and local tax practice this month? Here's your SALT checklist for June.

Firm Automation

May 26, 2015 

Is Your Firm Ready for Automation?

The opportunities for automation created by advances in technology are greater than ever before and this is changing the expectations of clients, employees and partners about how they exchange data with your firm. It will also continue to have a major ...

Jim Boomer

local tax 1  55465c9c57393

May 15, 2015 

3 Tips to a Better SALT Engagement Letter

The engagement letter not only sets out what services you will provide, it lays the groundwork for the client's role in making those services achievable. You can describe your plan to prepare tax returns, but that plan is contingent on the client ...

Gail Perry

 Making a Difference in the Community

May 15, 2015 

Making a Difference in the Community

Helping the community is something that drives Janet Saunders, and has led to her involvement with various community groups. Now, as the CFO of the Community Action Program Committee in Pensacola, Florida, she oversees the finances and organizational management of a group that runs a variety of programs for children, families, elderly residents and those...…

OnceUponATime 1  552d30ae921d0

Technology May 15, 2015 

Great Storytellers Get The Girls

The folks telling these captivating stories aren’t holding some great secret. The fact is that anyone can tell a story. Yes, anyone. And that includes accounting professionals. The greatest of storytellers have simply taken the time to define what ...

Kristy Short, Ed.D.

retirement 1 1  553fa10a14ad7

May 15, 2015 

How To Help Your Clients Plan for Retirement

While your clients know that their employees will eventually leave their business – either for another company or retirement – it may not be a reality they are prepared for. With your help, they can properly plan for employees’ retirement.

Taija Sparkman