Tips to Help Your Clients Save for the Future
Help your tax clients save for the future with these practical tips.
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Short and Sweet Networking Tips for Your Tax Practice
Learn how your peers network, and find out their best advice for seeking and finding referrals.
Above the Forms: The Power of “We” to Give Back to Communities in Need
In this thought leadership article, Intuit’s CeCe Morken reflects on the importance of “We” and serving our community.
What Is Clickbait – and Is it a Bad Thing?
Find out the proper way to use clickbait to attract prospects to your website; Andrew Poulos, EA, ABA, ATP, explains the pros and cons.
New Safe Harbor for Real Estate Activities
Chrystal Mejia, EA, provides guidance on how Sec. 199A affects safe harbor for real estate activities.
Chris James, JD, and Christopher Picciurro, CPA/PFS, MBA, ARA, on the Impact of the Cloud on Client Services
Find out how Chris James, JD, and Christopher Picciurro, CPA/PFS, MBA, ARA, work with client information in the cloud.
How to Deliver Bundled Services
What are bundled services, and why should you consider implementing them in your tax and accounting firm? Learn from Andrea Parness, CPA, CTC.
October 2019 Tax and Compliance Deadlines
Get a comprehensive list of tax and compliance deadlines for October 2019.
Advisory Services: Business Tax Strategy Checklist
In this article, Jim Buffington, CPA, offers step-by-step guidance on adding tax planning to an advisory services practice.
Jim Buffington, CPA, on Advisory Services and the Future of the Tax Profession
Discover what Intuit’s own Jim Buffington, CPA, had to say about the impact of advisory services on the tax and accounting profession.