Article

September 21, 2018 

This session will be split into two distinct topics.  The first part will cover the four steps to meet due diligence for the Refundable Credits.  These requirements now include all three refundable credits; Earned Income Tax Credit, Child Tax Credit and American Opportunity Credits.  The second portion of this session deals with Circular 230, Diligence...…

September 21, 2018 

What can you do to keep yourself going, coast through the deadlines, keep your colleagues satisfied and your family and friends happy, and maintain some semblance of the self you want to be?

Gail Perry

September 15, 2018 

What are your favorite tools for getting and staying organized? As the autumn tax season is upon us, and spring tax season will be here soon (there’s always a tax season looming…), I checked in with some members of the CPA Practice Advisor community ...

Gail Perry

September 14, 2018 

Small and mid-sized businesses are more vulnerable to fraud than larger organizations, and the effects can be more damaging. The types of fraud that businesses need to be aware of generally fall into three categories: Theft, financial statement fraud ...

Isaac M. O'Bannon

September 14, 2018 

Anyone can make mistakes, and pretty much everyone does. But we had a fighting chance before email and smart phones. In the good old days an office assistant typed documents and memos, and then they were read over once or twice before they got signed ...

Gail Perry

September 10, 2018 

Often, when profanity is used in the workplace, managers and supervisors are reluctant to address it for fear that they will be seen as prudish or part of the speech police. However, employers need to carefully consider their response to profane or ...

Richard D. Alaniz, JD

September 10, 2018 

With unemployment currently at the lowest it has been in 18 years, it comes as no surprise there is a shortage of skilled talent. However, running a successful accounting firm at optimal efficiency and speed requires you to have the best employees on ...

Jodi Chavez

September 10, 2018 

The point of this article isn’t the age old question of billable hours vs. value pricing. The focus today is the value our people provide to our firms and how we measure that value in a way that doesn’t drive them away.

Garrett Wagner

September 10, 2018 

The concept of personal preference is an integral part of everything we do with firms. Personal preferences have a negative impact on morale and overall process efficiency. They impact internal customer service, and we all know we can’t provide ...

Michael Wherry

September 10, 2018 

Visit any coffeehouse and you’ll see customers paying with the cellphones. Go to a flea market or craft show and instead of a clumsy credit card machine, you’ll see a nice little attachment on the seller’s cellphone that processes payments instantly.

Mary Girsch-Bock

September 10, 2018 

Tax professionals can develop their skills and present themselves to clients and prospects as generalists, specialists in certain industries or a blend of the two. It’s never too late to educate yourself and catch up with the tax (and accounting) requirements in certain industries, such as commercial fishing. The following article discusses some general principles...…

Mike D'Avolio

September 10, 2018 

Although there’s no way to guarantee that employees won’t commit payroll fraud, you can take measures to prevent it or catch it quickly. Set up controls to protect your company from payroll fraud and other kinds of small business fraud cases.