Client strategies

The SBA’s form clarifies some issues, but still leaves questions to be answered.

Do you have someone on your team who’s not flourishing and developing?

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

You may find more similarities among your clients than you expect.

The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.

Professional services firms need to adopt a business catalyst mindset to drive value acceleration.

During stressful times like these, it’s natural to feel like everything around you is broken.

The IRS is extending the claims period for health care flexible spending arrangements and dependent care assistance programs and enabling taxpayers to make mid-year changes to their accounts.

Small businesses that manage to get their Paycheck Protection Program loans forgiven may find themselves losing valuable tax breaks, according to new guidance from the Internal Revenue Service.

What you're charging clients is a delicate subject even in the best of times, and the current crisis makes it even more uncomfortable. Sarah Dobek of Inovautus Consulting offers advice on how to handle this complicated topic.

You can still reach out to prospects even in the midst of the coronavirus pandemic.

Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.

Firms need to start by identifying which clients matter most to them, and then reaching out to them, according to Sarah Dobek of Inovautus Consulting.

Small and midsized firms need to prepare for a world of reduced liquidity and lower organic growth.

Major changes are required in client services, delivery models, staffing practices and management.

Here are four things your firm should be doing right now to move forward during the coronavirus pandemic.

The guys in the brown uniforms became United Problem Solvers; why are you still pushing tax returns?

I’ve spoken to many owners of, and partners in, small firms and see an optimistic future.

The current pandemic offers opportunities for firms that are ready to change.

Keeping in touch with clients is very important, especially during this period of isolation. Here is a way to provide updates to clients regarding their tax returns and to keep in touch generally.