Talking to your clients about recession
You may not necessarily feel that your tax advisor skills automatically qualify you to discuss recessions and inflation with your clients, but we all...
Mid-year tax planning your clients can actually use
Summer usually is the time most of us like to put tax season behind us and try to mentally and emotionally recover before diving...
Are taxes bankrupting the cannabis industry?
Since 2012, 19 states have passed adult-use cannabis laws for adults over 21 and 38 states currently have medical cannabis laws. Regardless of where...
Estate Planning: How you can prepare for success
The current administration has not let go of plans for estate tax law changes. While the 2021 proposed tax bill, the American Families Plan,...
Tax deductions for owner-operator truck drivers
Owner-operators are the people who own and operate a trucking business. Since they are not categorized as employed individuals, the process of filing taxes...
Are there risk averse entrepreneurs?
It is a common misconception that entrepreneurs are only successful because they love to take big risks. The adage, if you want to win...
Create tax savings with giving and estate planning strategies
Estate planning is an excellent way for people to ensure their assets go to the intended recipient(s) upon their passing. There are many giving...
The latest cryptocurrency considerations for CPA’s
CPAs are accustomed to new technology, changing regulations and other evolutions in the industry, but even the most seasoned accountants may not know much...
Establishing a Brand: Critical to Success
Your brand is what sets you apart from your competition. It's makes you stand on your own as a unique solution. It’s important to establish...
From the IRS Newsroom: Filing in 2022, guidance regarding the ERC, National Tax Security...
Below are some of the most recent updates to come out of the IRS:
Get ready for taxes: What's new and what to consider when...
Latest article
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...