Benefits

Featured Articles

incometax1_1_.54ac1e561b512

June 13, 2022 

4 Tax Strategies to Implement Now

When it comes to assisting your clients, there are important measures to take to ensure they are set up for success. Oftentimes when you discuss tax returns, you are talking about their finances from the previous year.

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June 8, 2022 

How to Create a Better Advisory Relationship

While using the newest technology and processing large amounts of information is a pillar in effective client advisory services, it isn't the only necessary component. The human qualities of the relationship, relational accounting, will always be needed.

Amy Vetter

Form 1040 2021

June 2, 2022 

Income Tax Deadline is June 15 for Overseas Americans

Just as most taxpayers in the U.S. must timely file their returns with the IRS, those living and working in another country are also required to file. An automatic two-month deadline extension—until June 15—is normally granted for those overseas.

IRS_logo

June 2, 2022 

IRS to Hire 4,000 Extra Staff this Summer

These full-time positions fall under a special hiring condition called direct-hire authority. Full-time, bilingual (Spanish) positions are also available. No prior tax experience is required, although post-high school education is generally required.

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June 2, 2022 

How Cloud Solutions Can Power Modern CPA Firms

Adopting cloud technologies can help you to grow your firm successfully, retain and attract new talent and introduce new services to your clients. The power of cloud can benefit multiple aspects of your business - and can be the key to your ...

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June 2, 2022 

Be Different, Not Better

The internet is saturated with inspirational quotes and sayings about achieving success. Type in “success meme,” and you have hundreds of thousands to choose from. But there’s one saying that’s been around for decades (at least) that still carries a ...

Jeannie Ruesch

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June 2, 2022 

How Alternative Financing Can Help Companies Grow

Traditionally, when companies needed financing for growth, they chose between either raising debt or equity. Equity fundraising is, of course, dilutive, which isn’t a good fit for everyone—or even possible, given venture capital has historically ...

incometax1_1_.54ac1e561b512

June 2, 2022 

To File a Gift Tax Return or Not to

Depending on your situation, you may use sophisticated estate planning techniques, such as the use of various inter vivos or testamentary trusts, to reduce your family’s exposure to federal estate tax. However, another simpler tool still provide ...