Accounting

Avantax

April 9, 2021 

Avantax Welcomes Legacy Capital Advisors, LLC

Led by Managing Partners Chris Kirkland and Kevin Kelly, Legacy Capital Advisors serves a diverse client base ranging from retirees or soon-to-retire clients for whom income generation is key, to clients earlier in their investing cycle who often are ...

risk

April 9, 2021 

6 Proactive Practices To Prepare Your Clients For 2022

Risk mitigation is a foundational concept in most business schools, MBA and Master of Accounting programs, yet as much as it’s drilled in the psyches of students and accountants alike, the reality is most businesses are woefully underprepared for risks. While 2020 may have given us a one in 100-year event, one only has to...…

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April 6, 2021 

What Is Your Long-Term Remote Work Strategy?

We see signs of people returning to the office. You may connect via video conference with a client, peer or solution provider and see their office space behind them rather than a home office. Maybe you’re back in the office yourself. It’s not exactly a “return to normal” but a gradual shift into the new...…

Jim Boomer

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April 5, 2021 

How Covid Changed the Accounting Profession for Good

As we reach the one year anniversary of stay-at-home mandates across the nation, it’s important to reflect on how COVID-19 has changed the accounting and tax industry as we knew it. For the past year, many of us have been waiting to return to “normal,” ..

Tom Hood

Covid Economy Taxes

April 1, 2021 

Accounting Amid COVID: When Will CPAs Get Some Relief?

This year, while a marked improvement from its predecessor, has faced a few similar challenges – primarily, that tax practitioners have again been left scratching their heads. This time, the confusion is around why the IRS gave only one extra month for the tax season, compared to three last year. The injury has been worsened...…

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March 31, 2021 

The Workplace of the Future

The last year has come with unprecedented challenges but also brought great opportunities for innovation and growth. For small to mid-sized accounting firms, the workplace of the future will continue to evolve and look different than the past.

Tom Barry