Taxes January 5, 2026 Sponsored
Filing corrected returns can be confusing—but it doesn’t have to be. Join Amanda Watson, EA, for a practical session designed to help you confidently navigate amended and superseded returns.
November 25, 2025
November 21, 2025
November 19, 2025
November 19, 2025
Advisory August 6, 2024
High-performing teams are more than just a collection of the smartest or most experienced individuals. Nor are they the result of luck or chance. Instead, they are carefully crafted, nurtured, and sustained through a combination of the right people, a supportive culture, and effective leadership.
Financial Planning August 3, 2024
Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.
Technology August 1, 2024
Each taxpayer saves an average of $41,700 through the firm’s use of TaxPlanIQ’s advanced tax planning software.
Technology July 31, 2024
Emerging AI platforms can examine client activity and recognize patterns that lead to new needs and new services.
Firm Management July 22, 2024
From an accountant's perspective, advisory services also offer a higher level of fulfillment. Your work will directly impact your clients' success, and if you provide services you truly enjoy offering, it adds a higher level of fulfillment to your daily grind.
Small Business July 16, 2024
Clio Accounting is a legal-specific bookkeeping and accounting solution designed to address the unique financial needs of law firms.
Advisory July 16, 2024
The integration is particularly timely as firms seek to replace outdated systems before the upcoming tax season.
Firm Management July 12, 2024
In the competitive world of accounting and advisory services, offering Client Accounting Services (CAS) or Client Accounting Advisory Services (CAAS) can set firms apart and strengthen client relationships.
Advisory July 10, 2024
Schneider Downs & Co. introduces a new subsidiary: Schneider Downs Capital LLC (SD Capital), a focused team of value advisors specializing in middle market transactions.
Accounting July 3, 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss the invitation-only Accounting Thought Leader Think Tank Symposium, which gathered dozens of the most influential accounting technologists, practitioners, advisors, and policy makers in the profession. The event was held just prior to the 2024 AICPA Engage Conference.
Advisory July 2, 2024
Using ChatGPT, Copilot, or Gemini to create any type of marketing output can save you time and money. And if you’re not a natural wordsmith, it can help you put the pizazz in your titles and subject lines as well as the rest of your marketing content.
June 28, 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss several changes coming to QuickBooks in 2024, including in pricing and strategic changes in the organization.