8 Ways to Delight Tax Season Clients | CPA Trendline

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TUESDAY | FEBRUARY 6 BUSY SEASON MANAGEMENT Do you make them feel important? By Ed Mendlowitz Tax Season Opportunity Guide Clients are our customers. They pay our salary and enable us to make good livings. Do what you can to accommodate them and make them feel important – as important as they believe they are. […]

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Voices of the Profession: Sal Collemi | The CPA Journal

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Voices of the Profession: Sal Collemi  

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A Dozen Ways to Add New Revenue with Tax Prep Follow-Ups | CPA Trendlines

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WEDNESDAY | JANUARY 31, 2018 Plus 4 “how much?” questions to ponder. By Ed Mendlowitz How to Build a Stronger Tax Practice As you see each tax prep client you should keep a list of additional services you can offer them. Also, continue this list when you review each return. MORE ON MARKETING TAX SERVICES: How […]

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A Tough Tax Act to Follow – A Piecemeal Approach to Reform that Will Need Its Own Reform / CPA Journal

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By  David Lifson, CPA January 2018   In order to meet legislative rules that would have required some bipartisan support, the Republicans have passed historic and comprehensive tax reform legislation that is already in need of comprehensive reform. This version of the Internal Revenue Code (IRC) will almost certainly not last long; it is designed to […]

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How a Tax Bill Becomes a Law, 1986 vs. 2017 | The CPA Journal

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An Historical Perspective on the Passage of TRA ’86 By  Walter Primoff, CPA/PFS, CGMA January 2018 Editor’s Note: The Tax Cuts and Jobs Act, the most significant overhaul of the federal tax system since the Tax Reform Act of 1986 (TRA ’86), recently passed Congress and was signed into law by the President. This occasion presents […]

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A Tax Reform Law for Our New Normal

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A Tax Reform Law for Our New Normal Publisher’s Column By  Joanne S. Barry, CAE January 2018 In The CPA Journal‘s December 1986 issue, authors Stanley Rier and Leonard Goodman summed up their analysis of how that year’s major tax reform bill would affect individuals this way: “It appears that under the banner of tax simplification, Congress […]

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SEC Charges Former KPMG and PCAOB Officials with ‘Stealing’ Inspection Exam | Accounting Today

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By Michael Cohn Published January 22 2018, 12:29pm EST The Securities and Exchange Commission charged six CPAs Monday who were former senior officials at KPMG and ex-staffers at the Public Company Accounting Oversight Board with participating in a scheme to misappropriate and misuse information on the PCAOB’s planned inspection of the Big Four firm. The […]

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Art of Accounting: Free Power Bites Book | Accounting Today

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By Edward Mendlowitz Published January 08 2018, 1:09 pm EST Back in 2010, I wrote a book called “Power Bites,” containing some concise management, leadership and lifestyle advice I give to my clients. I was recently asked to update the book, but after rereading it, I still like it the way it is. Here are […]

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New Owners Plan To Greatly Expand NY Accounting Show | Accounting Today

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By Ranica Arrowsmith Published January 12 2018, 11:05am EST The Accounting and Finance Show, New York, is under new management, and this year will feature six different tracks for attendees to follow. Accounting professionals will be able to attend sessions on technology, tax management, wealth management, practice management, and funding, bookkeeping and payroll. There will […]

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10 Accounting Tech Trends for 2018

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By Maureen Schwartz Technology is being seen as a solution for time management, labor shortages, communication and collaboration — and accounting firms are no exception. Based on feedback from more than 85 member firms during BKR International’s Worldwide Meeting in London, here are the top 10 technologies that accounting firms plan to embrace or enhance in 2018. […]

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