Your AICPA ENGAGE Cliff Notes

The "AICPA ENGAGE" conference has become a top must attend event for accountants nationwide. The conference combines a plethora of topics with the ultimate...

ERTC Pop up Shops — Steering clients clear

Most of us in the tax preparer world have had this rather uncomfortable conversation by now. Our client calls saying they met so and...

ADP’s ‘Workforce News Minute:’ How can data enable pay transparency?

https://www.youtube.com/watch?v=7PTo2TTtqqg Data insights are transforming how HR leaders are able to address issues like pay equity. In this "Workforce News Minute" from ADP, Jack Berkowitz,...

ADP’s ‘Workforce News Minute’: Overlooked credits to help businesses during tax season

Businesses are looking to take advantage of any opportunity they can as the strength of the economy remains uncertain. In this “Workforce News Minute” from ADP, VP of compliance and government affairs Pete Isberg shares a hiring strategy that can help businesses save money.

Finding faster tax season proposals

The dreaded engagement letter season. It's that time of year where we have to start going through all our engagements and refresh before heading...

3 new perspectives for a tech-focused firm

Not your average tech stack article, here are three perspectives to consider for the new year. Firms require technology for efficiency and growth in...

Adding client value with advisory services

After a couple of tough tax seasons in a row, it might be hard to think about adding more services this upcoming busy season....

New Crypto Tax Guide

Blockworks, a cryptocurrency news outlet, has released “The Investor’s Guide to Crypto Taxes” sponsored by Ledgible, a crypto tax and accounting platform for professionals....

First Internet Bank launches Do More Business™ Checking

Small business owners take note. First Internet Bank's Do More Business™ Checking is an account designed to help them accomplish more in less time....

Managing millennial money — Attracting clients with technology

The next generation of clients is here. Many of us still think of millennials as the 20-something, just out of college crowd, when actually...

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Top Tax Efficiency Software

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What’s going to save you the most time this tax season? We read all the reviews and tallied up the stars and here are...

Don’t Forget About K-2 and K-3

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You may remember the pre-tax season stress at the end of 2022 when the IRS updated schedules K-2 and K-3. These little-known schedules made...

Access the Free Online Video: Webinar on 2023 Form 1099-K Rules for Payment App...

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WASHINGTON — The Internal Revenue Service today posted a free online video of a recent 2023 Form 1099-K webinar, a resource among many helpful...