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Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.
August 24 -
Success in this landscape requires a different mindset and a new approach.
August 17Rightworks -
If you've ever considered transitioning to a virtual model, now is a golden opportunity — but it should be done right.
August 11Lance CPA Group -
We need to excite clients, potential clients and staff. For this, we need marketing skills.
August 10Withum -
Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.
August 10 -
The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms.
August 7Hinge -
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Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching dive into the major issues that the COVID-19 pandemic has raised for accounting and tax firms — staff, technology, operations and more.
August 3 -
The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.
July 22Farella Braun + Martel -
Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.
July 13