Dec. 2022 – Jan. 2023

Dec. 2022 – Jan. 2023

In this issue

If I Were the IRS Commissioner…

Taxes December 20, 2022 

If I Were the IRS Commissioner…

If the IRS were to change its filing dates so that 1/12 of the taxpayers had tax returns due each month, instead of 100% of the taxpayers having tax returns due in the same month...

Your Firm and Your Choices

Firm Management November 9, 2022 

Your Firm and Your Choices

What issues have you and your team dealt with or worked around in the last few months that you can work on over the next few weeks and months? What can you do now to improve client and firm experience? How can you adjust your firm’s capacity?

Randy Johnston

The Golden Question of Retirement Planning

November 7, 2022 

The Golden Question of Retirement Planning

If you are an advisor or accountant helping clients with retirement plans, then you will need to go deeper than that one question because it is only the first step.