March 22, 2021
Professionals on the Move – March 2021
Professionals on the Move is a round-up of recent promotions and hires at companies in the accounting space.
March 22, 2021
Anduin Adds Accounting Industry Veterans with Technology and Payments Expertise
Anduin, a new technology company helping accounting firms streamline their work-to-cash cycles with artificial intelligence, today announces the company has added Bruce Abrams and Blake Roberts to its team to help bring its Intelligence-Based Billing ...
March 18, 2021
What Do You Hear When You Listen to Your Clients?
It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...
March 18, 2021
Many Taxpayers Won’t Benefit From Delayed Tax Season
Failure to include estimated payments nullifies any benefit of a postponement since the tax return work has to be done to calculate estimated payments. More than 9.5 million individual returns filed in for the 2018 tax year included estimated payments.
March 17, 2021
Bookgel Launches Automated Pricing & Closing Technology for Accountants
Bookgel produces an optimal fee via a proprietary algorithm, prompts accountants to ask the precise client questions, inspires how to close and upsell (including what to say and when) and finally, sends the engagement letter for e-acceptance and cash ...
March 17, 2021
Important Information for Parents Regarding the American Rescue Plan Act
The recent aid package included new stimulus payment amounts including an increased amount for each dependent. Additionally, there is relief for families facing unemployment by allowing an exclusion for unemployment income claimed on your tax return.
March 16, 2021
The Latest IRS Rules for Retirement RMDs in 2021
The Internal Revenue Service is reminding taxpayers about the rules for required minimum distributions (RMDs) from retirement accounts.
March 16, 2021
How AI is Enhancing Fraud Detection
The modern digital finance network is one of the most dynamic, fast-moving technological entities on the face of the planet.
March 14, 2021
$1,400 Stimulus Payments Going Out, First Batch Already Received
No action is needed by most taxpayers; the payments will be automatic and, in many cases, similar to how people received the first and second round of Economic Impact Payments in 2020. People can check the “Get My Payment” tool on IRS.gov on Monday to ...
March 12, 2021
Business Tax Effects of New Covid Stimulus Law, American Rescue Plan Act
In addition to the $1,400 stimulus payments to many Americans, the American Rescue Plan Act provides many other relief measures, and also some new business tax measures, that should be noted.
March 12, 2021
Stop Selling: Who Needs Help?
By shifting into the mindset of solution providers, we become consultants and facilitators rather than worrying about sales. But to make this shift, we are called to embrace the idea of probing our clients more deeply than their taxes or ...
March 11, 2021
New Unemployment Claims Drop to November Levels
Applications for U.S. jobless benefits fell by more than forecast last week to the lowest since early November as Covid-19 vaccinations accelerated and states eased more business restrictions.