Article

 How to Build a Tax Planning Practice

August 22, 2017 

How to Build a Tax Planning Practice

Two words, consistency and focus. We all talk about providing tax planning services, even our websites talk about tax planning and tax consulting services. The harsh reality is that most CPAs only dream of having the time to do tax planning.

Marty McCutchen

Firm Automation

August 21, 2017 

Elevating Roles in the Face of Automation

It is nearly impossible to exist in our profession without hearing about artificial intelligence (AI), automation, and job loss. You may already see it in your firm when software assembles and delivers tax returns or a trial balance is imported into ...

Arianna Campbell

 August 2017 Tax Channel

August 21, 2017 

August 2017 Tax Channel

Although taxpayers can claim valuable income tax write-offs for gifts of property to charity, they should not get greedy. If a taxpayer doesn’t have the proper records to back up the claims, most or all of the deduction may be denied.

 August 2017 Small Business Channel

August 21, 2017 

August 2017 Small Business Channel

The costliness of errors in valuation is one reason accountants and others performing valuations spend hours to earn professional accreditations, and it is one reason professional associations develop standards for business valuations.

 When Starting Your Firm, Consider Your Future

August 21, 2017 

When Starting Your Firm, Consider Your Future

Early on, Kelly discovered ProSeries comes with a great deal more than a recognizable name. She also gained one of the largest communities of tax professionals she can turn to for help and a passionate Intuit team committed to helping her.

Phishing 1  58d42e3990627

August 21, 2017 

Phishing Scams: Don’t Take the Bait

The scammers have “gone phishing.” This is the crime of using emails, websites and social media to steal your confidential information off your computer. The devious cyber crooks may convince you to install malicious software by having you click on a ...

Ken Berry, JD