Featured News
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Future of finance
Finance leaders from across the globe are looking to transform the finance function from a cost center to a value center and want to close the gap between old and new ways of doing business.
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Firing a client
Learn to differentiate whether your client is an asset or a liability and cut ties with those that don’t align with your goals.
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New phone scam
A new phone scam impersonates the IRS Taxpayer Advocate Service.
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Unclaimed refunds
An estimated 1.2 million taxpayers who did not file a 2015 Form 1040 may be entitled to $1.4 billion in unclaimed refunds.
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Manage time spent in meetings
Complete tasks on your to do list, even when you’re in meetings most of the day.
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Emotions leave taxpayers vulnerable
New cyber risks develop as hackers play on taxpayer emotions.
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Penalty waiver expanded again
IRS expands penalty waiver for those whose tax withholding and estimated tax payments fell short in 2018 and lowered the key threshold to 80 percent.
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2019 Dirty Dozen scams
The IRS released the 2019 “Dirty Dozen,” an annual list of the top 12 tax scams.
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Workplace transparency is crucial
Transparency in the workplace builds trust that is essential for profitability, engagement and talent retention.
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Talking to clients about tax extensions
Ease the tax extension discussion and help your clients understand the process.