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Tax Plan Carefully with HSA Recommendations

Health Savings Accounts (HSAs) have gained popularity among employees due to their triple tax advantages: pretax contributions, untaxed investment...

Peeling Back the Curtain on the Vendor/Firm Relationship

Late spring to early summer is an excellent time to consider what changes you would like to see in your practice. As busy season closes and you have...

Utilizing the IRS's Alternative Dispute Resolution Process

The IRS's Alternative Dispute Resolution (ADR) process is a valuable tool that can help clients resolve disputes more quickly and efficiently than...

Nancy McClelland's Biggest Takeaways of Scaling New Heights 2023

n the summer of 2017, the weeks leading up to that year’s Scaling New Heights conference – apparently I decided to write a blog post describing my...

Tax Professionals' Guide to Assisting Freelance Clients

Post COVID, and with increased focus on technology, the freelance economy continues to grow, tax professionals and practice owners face unique...

Starting a YouTube Channel for Your Tax Practice: A Beginner's Guide

As practice owners, we’re always looking for ways to generate leads and attract new clients. One effective method to achieve this is by starting a...

Proposed Cannabis Rescheduling: Tax Implications and the Need for IRS Guidance

The cannabis industry is on the verge of a significant shift as the Drug Enforcement Administration (DEA) is expected to finalize the rescheduling of...

Thomson Reuters Expands SAP Partnership

Thomson Reuters, a global content and technology company, has announced an expansion of its partnership with SAP as it integrates ONESOURCE Sales &...

AccountsIQ Secures Funding

AccountsIQ, a cloud-based accounting platform, announced that it secured a €60M Series C investment from Axiom Equity, a growth equity fund...

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Mastering Ag Advisory: Budgets, Scenarios and Succession Planning

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Five Easy Ways to Use AI This Tax Season

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Transactional vs Advisory: Where Do You Stand?

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