To ‘organizer’ or not to ‘organizer?’ Collecting tax documents your from clients
Client tax organizers are a love-hate relationship. We love them when they come back in time and are filled out correctly. Clients love them...
Which tax proposals are best for you?
The dreaded engagement letter season. That time of year, we have to start going through all our engagements and refresh before heading into a...
Are cryptocurrencies a Ponzi scheme? Survey says too many believe so
If something promises a high return, does it qualify for a Ponzi scheme? According to a new survey by BanklessTimes, one-third of Americans believe...
Avoiding 1099 filing issues
It is almost here again. It is hard to think about the upcoming filing season on the heels of Oct. 17, but 1099 filings...
FASB Sets Accounting Method for Crypto Assets
While the Financial Accounting Standards Board (FASB) still has not finalized regulations for crypto assets, the organization has determined that companies should measure assets...
Tax credit planning helps small businesses start employee retirement plans
According to ADP data, 60% of workers consider retirement plans a “must-have” benefit. As employers compete for workers in a historically tight talent market,...
Prepping for tax season – The organized structure your team needs
It is hard to talk about the 2023 filing season with Oct. 15 still looming, but with only a few short months before a...
Tax planning for inflation
The price at the pump is not the only thing predicted to impact taxpayer wallets. Before the 2022 filing season has even hit, predicted...
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...
Surviving the Second Season: Tips for getting through October deadlines
I have long believed that October’s filing deadline on the 15th is the worst of them all. To begin, none of the returns you...