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Set Boundaries and Timelines Before Tax Season

June 06, 2022

When accountants and tax pros accept all client demands and fail to establish clear boundaries, they risk taking on more work than they can handle and typically at low pay. And during a crazy tax season, it’s far too easy to run yourself ragged and neglect your own needs.

  • state tax
  • federal tax

How to Advise Clients Who Use Cryptocurrency

June 02, 2022

You might have business-owning clients who are using or thinking about using cryptocurrency in their business transactions, and these clients will need your expertise to deal with crypto tax compliance and to make strategic moves.

  • practice management
  • state tax
  • technology and cybersecurity
  • federal tax

Crypto crater prompts new tax headaches

June 01, 2022

The plunging value of many cryptocurrencies and nonfungible tokens has led to worries about the tax implications faced by crypto investors and companies.

  • practice management
  • state tax
  • technology and cybersecurity
  • federal tax

Plan For Your Last Busy Season

June 01, 2022

Even if your plans are years down the road, you must start mapping out an effective succession or transition plan early to enable you to realize the full value of the work you put into your firm.

  • practice management
  • state tax
  • federal tax