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Choosing the Right Covered Period and Filling Out the Form, with Cases and Examples [Intensive]
With Bradley Burnett
Live 3-hour Webinar
Friday, Oct. 2
2 pm ET
3 hours, 3 CPE
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With Anthony Glomski and Russ Alan Prince
Live 1-hour webinar
Tuesday, Oct. 6 at 1 pm ET.
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For most accountants, the toughest part of building a highly successful practice is bringing in new business.
But sourcing high-value clients is a cornerstone of only the most accomplished accounting practices.
In this exclusive live 1-hour video workshop, you’ll learn how to:
Prince and Glomski will explain a proven methodology for producing a steady stream of new high-value accounting clients for your practice — no matter what kind of accounting practice you have.
They will walk you through the process and show you how to build a pipeline of great clients exclusively interested in working with you, above all others.
Only $39 for CPA Trendlines PRO Members with the Members-Only link below (login required):
Vital to coping with the COVID-19 crisis.
By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice
A lot goes into building a $5 million high-net-worth practice.
Join Glomski and Prince for “How to Build a Pipeline of New High-Value Clients” Oct. 6, 1 pm ET. Get the details here
MORE: What the Wealthy Need | Setting Financial and Practice Goals During COVID-19 | 4 Components of a High-Net-Worth Practice | Life Insurance as Part of Wealth Management | Mistresses, Mister-esses and Accountants | The Coming Boom in Tax Services for the Super-Rich
Exclusively for PRO Members. Log in here or upgrade to PRO today.
It is a given that you will need wealthy clients. For most accountants, most of these wealthy clients are very likely to be successful business owners. But that is not always the case. You can potentially achieve your financial end goals with wealthy inheritors, for example.
Another step by Amazon into the service space.
By Rick Richardson
Amazon has become a ubiquitous part of the modern world, but now it may even make its way into rental properties.
MORE TECH THIS WEEK: Global Tokenization Standards in the Works | Three COVID-19 Opportunities for Robots | FBI Warns of Back Doors in Chinese Tax Software | Zoom Will Offer End-to-End Encryption to All Users | castAway Gives Your Smartphone an Extra Screen | An Aging Satellite Returns to Service
Amazon is unveiling a program to make it easy for landlords to include Amazon and Alexa-powered devices in rental units across the country, including the Echo Dot and other Amazon smart products.
READ MORE →
Fake employees, fake businesses, and lavish spending mar the COVID relief program.
Have you walked away from any PPP engagements?
PPP Practice Management Do’s and Don’ts:
Join the Survey. Get the Results.
By Sandi Leyva
With fast money comes fast fraud, and the arrests and jail terms are only just beginning for individuals who applied for PPP money under false pretenses and have already been caught. You’ve seen the headlines, where people from every walk of life including reality TV stars, rappers, a Wal-Mart manager, and even an NFL player have been arrested on charges of PPP loan fraud.
Join the Next Webinar: PPP Loan Forgiveness – Choosing the Right Covered Period and Filling Out the Form: Cases, and Examples, with Bradley Burnett. Friday, Oct. 2, 2 pm ET / 11 am PT. 3 hours, 3 CPE.
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PPP fraud has likely already impacted your firm. The extent of the fraud is the real story.
One thing is fairly predictable: “Audits will pick up,” says Bradley Burnett, tax attorney and instructor of the PPP Forgiveness webinars being conducted by Accountant’s Accelerator and CPA Trendlines.
According to respondents of an ongoing survey being conducted by CPA Trendlines and Accountant’s Accelerator, preliminary results show that just over 1 out of every five accounting professionals offering PPP services (22 percent) has had to walk away from at least one PPP engagement. And one firm has had to walk away from more than five PPP engagements.
Three ways to get it wrong and only have one chance to get it right.
By Stephen Nelson
Over the last few months, I’ve answered hundreds of questions about PPP loans. And I’ve written a short e-book, “Maximizing PPP Loan Forgiveness” for the accountants who will help small businesses with their forgiveness applications.
Stephen Nelson’s new e-book Maximizing PP Loan Forgiveness is available through CPA Trendlines directly from his website for instant download. | More from Stephen L. Nelson
Learn more here: New e-Book: ‘Maximizing PPP Loan Forgiveness’
And, here’s an insight from all this frenzied PPP activity: Big surprises await many borrowers.
More money in tax resolution every year.
By Eric Green
The demand for tax resolution has exploded in the last several years, and our current situation is only going to increase that demand.
Join Eric Green for the “Payroll Tax Resolution Workshop,” Oct. 22, 12 Noon ET, 3 hours, 3 CPE, 3 IRS CE. Details here.
There’s never been a better time to get into doing this work, and there is a shortage of CPAs who can do this work really well.
As an introduction, here are six tax resolution services that are money-makers for firms with CPAs and EAs that can deliver results to taxpayers with these problems.
Don’t treat it as just an extension of your desktop applications. That’s a waste.
By John Higgins
CPA Crossings
Once you have made the decision to commit to deploying Office 365 in your organization, it is important that you develop a deployment strategy. This will determine whether you achieve success or failure.
Join the next webinar: Office 365 – Ready, Set Go! – Developing Your Strategy, 2 hours, 2 CPE
There are countless examples of organizations that treat Office 365 as simply an extension of the Microsoft Office desktop applications. They simply make Office 365 available to their staff without any advanced planning or training. A sure recipe for disaster.
My goal is to provide you with some insight into how to effectively plan for your Office 365 deployment to maximize the return on your investment and optimize the efficiency in your workflows. READ MORE →
Payroll remains the hardest-hit sector.
By Beth Bellor
After shedding 77,800 jobs in April, tax and accounting employers have added back 45,300 employees, but the total headcount has dipped again and remains down by 32,300 from the pre-COVID level, according to the latest data reviewed by CPA Trendlines.
MORE ON JOBS: COVID Job Toll: Tax & Accounting Cuts 17,500 Employees | Firms Recall Half of Furloughed Staffers | Covid Kills 67,600 Jobs in Tax and Accounting | Pre-COVID-19, Accounting Profession Hits New Highs | Planning for the Coronavirus Recession
In this report, CPA Trendlines highlights:
