AT Think

Here’s an overview of how going internally cashless might benefit (or hurt) your clients and a few talking points you can offer if they ask for your insight.

Bitcoin’s gains and competition; deducting your holiday party; taxing research; and other highlights from our favorite tax bloggers.

Mail or forward information to clients to let them know they are on your mind.

Virtual currency owners experiencing the thrill of record high values should take note that the IRS is stepping up enforcement.

Accountants making data security education a priority for their clients could mean the difference between success and failure.

Use this time of year to do some casual research.

Justifying advisory fees; state-level changes under the radar; plans and animals; and other highlights from our favorite tax bloggers.

Clients who own small companies may have maximized their retirement plan contributions, but are they maximizing their tax savings?

About nine years ago one of my clients went to an attorney for an estate plan. I asked to be involved and was told I wasn’t needed so I sat it out.

Many finance, planning and analysis teams are stuck using outdated processes.