Latest Articles

Form 1040 2021

March 24, 2022 

Squeezing Under the Medical Deduction Threshold

The annual threshold for deducting medical expenses is finally set in stone. After several years of yo-yoing up and down, the Consolidated Appropriations Act (CAA) established a permanent threshold of 7.5% of adjusted gross income ...

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March 24, 2022 

Why Security Measures Are Critical for Tax Pros

Every firm is different when it comes to how they acquire, access, store or share data. Given the importance of security of your client’s and your firm’s data, it is important for you to deeply understand the procedures and practices that are in place...

retirement_accounts

March 23, 2022 

Majority of Employers Considering Retirement Plan Enhancements

Overall, the survey found three in four respondents (75%) that sponsor a DC plan made a change to their plan in the last two years and expect to make at least one change over the next two years. An additional 14% of sponsors that didn’t make a change ...

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March 23, 2022 

Why You Need a Clear Client Communication Policy

Having a clear client communication policy is often forgotten as a part of the engagement. Everyone needs to understand the client’s part, the firm’s part, and the collaborative part. Communication policies help your firm achieve this goal. If your firm h

Automation_technology _.5558c5b706074

March 23, 2022 

How to Nurture Clients Through a Technology Change

Many firms have an aversion to change because clients are creatures of habit. Even if new technology can streamline operations and make it easier for clients to work with your firm,, there’s often hesitation before adoption.

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