SBA Extends Deadline to Repay PPP Loans to Avoid Having to Demonstrate Good Faith...

Yesterday (May 5, 2020), Ed Zollars published an article on the Current Federal Tax Development blog that there are just two days...

May 5 Deadline for SSI and VA Beneficiaries

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This “SPECIAL ALERT” may not be applicable to most of your clients, but you may have a friend, family member or other...

Senate Reaches $484B Stimulus Deal

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The Senate approved a $484 billion stimulus package Tuesday afternoon via voice vote, right around the time New York Gov. Andrew Cuomo and...

IRS Tax Tips

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The IRS is full of useful information if you spend a little bit of time looking for it. The...

Tax Advisors: Handling Advisory During a Global Pandemic

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“Liz! I am so glad I got you, I had this idea to get some cash to float my business, but I...

2020 PTIN Renewals: Data Security Responsibilities Statement

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In September, the IRS notified all registered holders of PTINs (Preparer Tax Identification Numbers) of a new data securities responsibility statement on...

Tax Practice of the Future: Lead with Tax Planning

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Once your firm has aligned on a compelling vision, the next step in your transformation journey is to update your services to...

Tax Practice of the Future: Three Pillars of Leading Firms

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Technology and demographic mega-trends are creating new opportunities for tax and accounting firms to scale their expertise and deliver more value for...

Tax Season Adjustments & Successes

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There will always be adjustments that need to be made during tax season even though we think we are fully prepared. As we...

The Ultimate Cheat Sheet to Profitable Tax Resolution Marketing

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Successful solo and small firm owners know their KPIs like the back of their hand. They realize that the key to generating...

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Taking Your Firm Virtual Day Two: Firm Culture, Hiring & Implementation

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Day two of the Taking Your Firm Virtual Summit was another information-filled day full of speakers with...

Taking Your Firm Virtual Day One: Data Security, SEO & Advisory

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The Taking Your Firm Virtual Summit began yesterday, August 4. Hosted by Nayo Carter-Gray, founder of 1st...

5 Financial Tips to Share with Clients Who Are New Parents

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Each year, it is estimated by UNICEF that 130 million babies are born, resulting in many parents welcoming a new member into...