Advisory
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Payroll Software Buyer’s Guide
Recap of the Accounting Thought Leader Think Tank – The Accounting Technology Lab Podcast – July 2024
How to Help Clients Navigate Nexus: A Guide for CPAs and Accountants
3 Reasons It May Look Like You Love the IRS More Than Your Family
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Client Advisory Services (CAS) Practices See 16% Growth
The survey offers numerous insights about the evolution of CAS offerings and opportunities for future growth.
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Creating an Effective Client Intake Process
Despite its importance, few firms put much energy into optimizing their client intake process. They identify their ideal clients, spend time packaging and
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Helping Special Needs Families Plan Their Financial Futures
Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.
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FTX Users Can’t Count on Help From the IRS
When market investors suffer losses, they’re often eligible for a tax write-off to soften the blow. FTX users won’t be so lucky.
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How Firms Can Move to, or Optimize, Advisory Services
Advisory services are a more fundamental change to the actual services that a firm provides.
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IRS Advisory Council Releases 2022 Annual Report
The report includes recommendations to the IRS on 21 new and continuing issues in tax administration.
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Helping Finance and Employees See Eye-to-Eye on Business Travel Expenses
While 36% of business travelers said it was extremely likely that their industry would see an increase in business travel before the end of 2022, finance managers were less convinced.
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Employees Want More Financial Wellness Benefits at Work, Survey Finds
79% say employers should be more aware of their employees’ financial struggles, according to NAPFA survey.