What Reg 7216 Means for CPA Firm Marketing

Be careful! It’s complicated.

For instance: If you plan to use a mail house or third‐party distributor to send print or e‐mail newsletters, you may need to get the client’s consent first.

The Association for Accounting Marketing and PDI Global sort it out in a new white paper.

GET THE FREE DOWNLOAD: What You Need to Know about Regulations under IRC Section 7216 and How They Affect Your Marketing Efforts. (PDF, 5 pages).

Bob Scott: Random Thoughts…

… and Must-Reading.

Bob Scott’s day job is working as editor of Accounting Technology. But every two weeks he puts out Consulting Insights, a must-read newsletter for and about technology vendors and resellers. It’s snarky and gossipy. It’s also essential reading for everyone with a need-to-know.(Subscribe here.)

In the latest issue, for instance, he leads with Taylor MacDonald’s exit from Deltek. (Hint: Bob wasn’t surprised. But then, if you’re reading Bob reglarly, you wouldn’t be surprised either.)

Still, my favorite part is the bottom of the newsletter where Bob delivers his best Leno-Letterman-Carson one-liners. Like this:

RANDOM THOUGHTS: Philanthropy is taking new directions. I got an offer from a credit card company. For every dollar of purchases I make, the company will contribute 10 cents to General Motors. …. When people ask what retirement plan I have, I tell them it’s the McDonald’s plan. “McDonald’s?” “Yes, do you want fries with that?” … I’m considering launching a new Web-based service, “MyLayOff.” Clients get personalized portals with information about unemployment services, food stamps and panhandling and discussions on the merits of adding the unemployment office to your LinkedIn network. There’s also a new “Best Firms to Formerly Work For” award in preparation. … When I told my daughter the way she’s going, she’ll attend the local community college. “You make it sound like there’s something wrong with the college,” she replied. “Oh, we’re not objecting to you attending that college. We’re objecting to the possibility you might continue living at home.”