3 ways to protect your client data
The IRS is warning about new cyber security risks and fraud scams on a weekly basis. There is no doubt that accountants are at...
Your tax tech stack for 2022
Technology was adopted by more firms than ever out of necessity during the pandemic. Firms that still operated with in-person meetings and paper documents...
Your 5-step plan to growing your social media prowess
Historically, CPA firms have not been the best self-advertisers. Stemming back to our code of conduct that regulates how and what we promote to...
5 tech tools for running an efficient practice
Work smarter not harder. There are a lot of places that CPAs add value to their clients, consulting, planning and strategic thinking, but there’s...
How Canopy is helping practitioner headaches this tax season
Tax practitioners have been saying since 2020 that tax seasons cannot get much more challenging than they are. While taxpayer relief programs were well-intentioned...
Plan Ahead to Prepare Your Firm for New Developments and to Meet Emerging Challenges...
There is a confluence of regulatory changes, emerging trends, and an evolving technology landscape that is reshaping the accounting profession. With so many developments...
Cybersecurity & Compliance: Is Antivirus Enough?
A question that comes up a lot is, "I have antivirus on my computer. Isn't that enough for whatever I (or anyone else) should...
Why Monitoring These 3 Trends in Regulatory Changes is Essential for Accounting Professionals
Every day, accounting professionals are faced with a growing burden of regulatory and compliance requirements, with more looming ahead in 2022 and beyond. While...
The Point of No Return: Reap Revenue Opportunities Beyond Tax Preparation
November 18, 2021 at 12 p.m. ET | 1.0 CPE Credit | REGISTER HERE
Is tax season your firm’s major revenue generation source?
Are you looking...
Presenting Technology – An Experience
A few years ago, I get a voicemail “Hello, Liz. My name is Kal Barson. I read an article of yours in the Journal...
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Are you taking on too much?
Most of us have heard the phrase “jack of all trades,” and we usually use it as a term of endearment to compliment seemingly...
Topel Forman affiliates with Avantax for wealth management, financial planning services
Accounting firm Topel Forman L.L.C. has affiliated with Avantax Planning Partners℠, Avantax’s employee-based RIA (registered investment advisor) to provide comprehensive tax-focused financial planning and...
Old school accounting firms are dead
Talent shortages are impacting every industry across the nation. Forbes recently reported that talent shortages could create up to 85 million unfilled jobs over...