-
If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.
July 9
-
If things continue at this pace, it won't be surprising if CPA firms have a 40-to-one agent-to-human ratio in the near future and need a new operating model.
July 9
BlackLine -
Judgment about property improvements used to be defined by personal biases and loose, anecdotal evidence. Financial tracking is changing that.
July 8
Ximplifi -
The billable hour was always just a stand-in for something harder to measure. AI has finally made that obvious.
July 8
Blue J -
Jordan's Revenge; generative AI; faulty assumptions; and other highlights from our favorite tax bloggers.
July 7
Matters Editorial -
For most of the last 40 years, running a tax and accounting firm was a peacetime job. That's not the case anymore.
July 7
L&H CPAs and Advisors -
Once the IRS believes the conduct was willful, a taxpayer's legal training, government position or role of public trust can make the case far more damaging.
July 6
The Tax Law Offices of David W. Klasing -
Accountants are justly proud to be the economy's "most trusted advisor," but if you're doing just what you've always done, then that trust you've developed is at risk.
July 3
Accounting Today -
The IRS against which your clients filed last year is not the same agency reviewing their returns today.
July 2
Ledger Labs -
Got an important question? You may not need a consultant, but rather a community of your peers who are just a little ahead of you.
July 2
Boomer Consulting Inc.