3 ways to protect your client data

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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

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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

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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

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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...

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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?

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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

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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

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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

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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

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Talent shortages are impacting every industry across the nation. Forbes recently reported that talent shortages could create up to 85 million unfilled jobs over...