Benefits

July 6, 2021 

It’s time to stop measuring success by how many tax returns you have completed, and start measuring against the growth your clients have had since working with you. Advisory services is more about helping solve financial problems that keep clients up ...

July 5, 2021 

Pricing your Client Accounting Services (CAS) offering correctly to ensure reasonable profitability (and to ensure your clients feel value to price balance) is a major decision you will make in your CAS practice.

July 2, 2021 

Your business plan is a blueprint for success, not a magical forecast of exactly how everything will happen. So it’s okay if you don’t have an eagle’s-eye view of every aspect of your business perfectly laid out with every detail accounted for.

July 1, 2021 

Weisselberg has worked for the organization since the early seventies. He has been praised by the former president for his loyalty on numerous occasions. The CFO has even helped with Trump's tax returns for more than twenty years.

July 1, 2021 

The last year-plus has been tough on everyone, so don’t be surprised if your employees are worried about returning to the office — in whatever form it takes. This is where leadership matters. Go to your team with a clear plan and a positive ...

Paul McDonald

July 1, 2021 

A grand jury in Manhattan filed criminal indictments Wednesday against the Trump Organization and Weisselberg, the Washington Post reported. The indictments will remain sealed until Thursday, so it’s not clear with what they’re specifically charged ...

June 30, 2021 

The new details, available on IRS.gov, are through June 3 and provide a look at the number of payments by state, income category, filing status and other features.

June 30, 2021 

The report presents an assessment of the 2021 filing season, identifies key objectives the Taxpayer Advocate Service (TAS) will pursue during the upcoming fiscal year, and contains the IRS’s responses to each of the 73 administrative recommendations ...

June 30, 2021 

The success of the ongoing Coronavirus vaccination program, with about one half of the U.S. population already vaccinated, and the dramatic drop in hospitalizations and positivity rates support the conclusion that the pandemic is all but over.

Richard D. Alaniz, JD

June 30, 2021 

SLATs are a powerful estate planning tool for couples who would be resistant to transfer a significant amount of assets to their children, thus losing all access to those funds. Given the proposed tax law changes on the horizon, some of which would ...

June 29, 2021 

This year’s “Dirty Dozen” will be separated into four separate categories: pandemic-related scams like Economic Impact Payment theft; personal information cons including phishing, ransomware and phone ‘vishing’; ruses focusing on unsuspecting victims ...

June 29, 2021 

The Business Central integration is generally available immediately and adds to MineralTree’s list of supported ERP systems, which includes Oracle NetSuite, Intuit QuickBooks, Xero, Microsoft Dynamics Great Plains, Sage Intacct, and many more.