Four Keys to Building Win-Win Relationships with Clients Beyond Accounting Services

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Developing long-term results for your clients and maximizing the lifetime value of their business depends on building win-win relationships. From your clients’ perspective, understanding...

ICYMI from the IRS Newsroom: Reporting qualified sick and family leave, Deadline for third...

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Below are some recent press releases from the IRS Newsroom: Treasury, IRS issue guidance for 2021 on reporting qualified sick and family leave wages IR-2021-178, September...

What’s the Most Vulnerable Part of Your Firm?

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What is the most important part of your business? You may have (not) guessed it... Your laptop... If someone steals your laptop, they can easily sell it...

Get Ahead of Collecting New 2021 Client Tax Data

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Suffice it to say that the last three tax seasons might be the worst three in the history of forever. If not, all three...

Interest rates remain the same for the fourth quarter 2021

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The Internal Revenue Service today announced that interest rates will remain the same for the calendar quarter beginning October 1, 2021. The rates will...

Does Your Tax Software Already Take Care of Your Security + Compliance?

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Last time we talked about the IRS requirements for a data security plan was during PTIN renewal. Here's a great question that I get...

Effective Client Communication Strategy

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Having effective client communication is the first step to offering advisory services. Developing the strategy to work smarter, not harder when it comes to...

“Hey, Just One Quick Question.”

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The last two seasons have been endless for most practitioners. From PPP, unemployment, ERC and more, the tax and accounting industry has been plagued...

Risk.

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Someone asked me the other day what it feels like to be a risk-taker. I answered, “It feels like failing more times and in...

How Often Should Cost Segregation Be Applied?

How often should cost segregation be applied to a building? And are annual updates required or necessary? Property owners ask this question on a regular...

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[CPE Webinar] Big Issues in 2021 – Identifying Risk is the First Step to...

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September 29 at 1:00 p.m. ET | Presented by Peter J. Larkin and Cynthia Butera | 1.0 CPE Credit The economic landscape for 2021 has...

Key Strategies to Help Your Firm Succeed in Today’s Evolving Accounting Profession

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Regulatory changes, emerging trends, and new technologies. Alone, each of these developments would be enough to create a rapid evolution in the accounting profession....

Four Keys to Building Win-Win Relationships with Clients Beyond Accounting Services

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Developing long-term results for your clients and maximizing the lifetime value of their business depends on building win-win relationships. From your clients’ perspective, understanding...