Developing an Advisory Workflow to Support Legal Clients
Find out how Rebecca McAllister, EA, LTC, and Sarah Prevost combine their expertise to offer advisory services to legal clients.
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Jasen Stine on the Industrial Revolution and Advisory Services
Hear from Intuit’s own Jasen Stine about the fourth industrial revolution and how it’s empowering tax and accounting professionals to strengthen advisory services in their practices.
Infographic: The Formula to Future-Proof Your Practice
Solve the equation to stay ahead of the curve by offering advisory services in addition to tax preparation and other compliance services.
What Taxpayers Need to Know When Disaster Strikes
Review a summary of how to help your clients in disaster tax filings and financial relief.
Too Much or Too Little? Determining Reasonable Compensation for Your Clients
Understand how the IRS interprets “reasonable compensation” and help your tax clients sort out this issue.
Mike D’Avolio, CPA, JD, on Tax Planning and Advisory Services
Intuit’s own Mike D’Avolio, CPA, JD, discusses tax planning and advisory services with Jody Padar of The Radical CPA.
Creating Your Cloud Workflow: Why it’s More Secure and Productive
Make the transition from desktop workflow to cloud workflow with these tips from Renee Daggett, EA.
IRS Annual Inflation Adjustments for Tax Years 2018 and 2019
Mike D’Avolio, CPA, JD, gives a year-over-year comparison of inflation adjustments on various items in the tax code.
10 Daily Habits to Boost Your Tax Staff’s Productivity
Getting more done in less time is paramount to being as productive as possible in your tax firm; here are 10 tips from Diana Crawford, CPA.
Jon Munson, CPA/PFS, on Tax and Accounting Trends
Hear from Jon Munson, CPA, PFS, about his experience at AICPA Engage and the trends he’s observing in the tax and accounting profession.