Are you prepared for the next big step of your retirement journey?

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Editor's Note: It's important for accountants, CPAs and tax preparers to understand the strategies laid out below when working with high net-worth...

Trump Taxes: The Unplanned Tax Years

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The recent release of information on President Donald Trump’s tax returns has caused quite a stir in the public. In 2016, Trump...

The Tax Gene

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My Grandfather, Jerry Mason, passed away last week. He was 92 years old and up until a month ago he was strong,...

Finding Inspiration in the Mundane

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The deadline is less than a week away. It is almost over. Tax deadlines tend to bring out the most negative thoughts...

After Busy Season Party: Covid-Style

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So normally, we have a happy hour on September 15th that starts after the last return is e-filed and ends when the...

2020 Tax Software Survey

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Hardly anything about 2020 could be considered normal, and the annual tax software survey of AICPA member tax preparers by the JofA...

The Massive Misappropriation of Time

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The day starts at 6am. He picks up his phone up from the nightstand squinting to see if there are any pertinent...

Disaster Preparedness in Your Tax Firm

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Earthquakes, Wildfires, Tornadoes and Hurricanes can cause a level of stress to us as individuals, but as business owners these disasters amplify...

Treasury and IRS Seeking Comments on Proposed Redesigned Partnership Form for Tax Year 2021

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The Treasury Department and the IRS are releasing the new draft Schedule K-2 (Form 1065), Partners’ Distributive Share Items - International and...

Taking Your Firm Virtual Day Two: Firm Culture, Hiring & Implementation

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Day two of the Taking Your Firm Virtual Summit was another information-filled day full of speakers with...

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The Complicated Relationship of Accountants and Politics

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It all boils down to one thing – how are we going to pay for that? Every law that is signed into...

Latino Tax Fest (Virtual) 2020 to take place October 27-29

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Just in case you haven't heard and are looking for some year-end CPE, IRS CE credits or...

Six Reasons Tax Software Sucks

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With all the change, tragedy, and frustration 2020 has brought, it also has the distinction of the longest tax season in American...