Benefits

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September 8, 2021 

Tech and Policies for Collaborating in the Hybrid Age

With the Delta variant and the end of summer ensuring that we’re still a long way off from “back to normal,” whatever that even means at this point, most firms will be dealing with a hybrid work environment for at least the rest of the year.

Amy Vetter

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September 7, 2021 

Does Working From Home Negatively Impact Employee Benefits?

Even before the pandemic some CPAs worked from home, running their own small firms providing services for local businesses and individuals. For CPAs who work for larger firms and were in an office setting daily, shifting to remote work was a new ...

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September 1, 2021 

Is Half-Retirement Right for You?

Half-Retirement isn’t as simple as playing hooky from work. Your business will need to run on autopilot without you being around all the time. It’s a process to get from where your business is today to where it will be when you can Half-Retire, but it ...

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August 31, 2021 

Make This a Learning Year for Tax Pros

Turn this year into the year you can set your firm and clients up for further success by testing the waters on operational goals and new products, before diving in. Becoming fully virtual doesn’t need to be the end goal but taking steps to modernize ...

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August 27, 2021 

How to Launch People Advisory in Your Practice

Accounting firms across the country are regularly evaluating new opportunities to launch additional services in their practice. Whether it is launching a traditional service like tax, audit or accounting services, or launching complementary services ...

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August 24, 2021 

5 Ways to Prevent Accounts Payable Fraud

Cyber-criminals may have become craftier, but we now have access to the latest technology that can catch them long before they can cause serious damage. Here are 5 things you can do today that will help your team fend off future attacks.

Small Business Coronavirus 2

August 23, 2021 

Top Trends in State Sales Taxes and Policies

Change is afoot as we come to the end of 2021. As COVID-19 relaxes its stranglehold on the United States, states are considering how tax policies can be adjusted to help mitigate the worst effects of future crises.

Gail Cole

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August 22, 2021 

How to Spot the Signs of Tax Identity Theft

The IRS, state tax agencies and the tax industry – working together as the Security Summit – reminded tax professionals that they should contact the IRS immediately when there’s an identity theft issue while also contacting insurance or cybersecurity ...