Today's Features

The New Rules for Online Meetings

Checklist: 36 do's and don't's for conducting business, some learned the hard way.

By CPA Trendlines Research

Online meetings and conferences are the new way of doing business – so new that we still haven’t settled on protocols and etiquette.

MORE: The Seven Factors Keeping Accounting Firms Afloat Amid Covid-19 [Survey Results] | New Rules: Covid Shifts M&A Landscape | Deciphering the SBA’s New PPP Loan Forgiveness Rules [New Dates Added] | Retired CPA Partners Face Pay Cuts from COVID-19
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It’s time we did.

We already have standards for in-person conferences. They’re so standard that we’ve never bothered to write them down. It goes without saying that we don’t go to meetings in our ratty bathrobes. We don’t bring our pets. We don’t have a significant other asking if we’re done yet.

We’ve been meeting via computer for only a couple of months, but certain protocols – certain do’s and don’ts – are already developing, based on research by CPA Trendlines.

You may have already noticed a few of the no-nos.


Tax Pros Hold Slimmest of Margins in E-filings

data chart
Data for the week ending May 22

But those filings remain down 17 percent.

By Beth Bellor

Bright spots keep popping up in the Internal Revenue Service's weekly data on filings. Yay!

MORE: Tax Pro E-Filings Down 20 Percent | IRS Web Traffic Doubles over Year-Ago | COVID Drowns IRS in New Filings | 2020 Tax Season Comes to a Screeching Halt | The Tax Season 2020 Dumpster Fire | Tax Pros Fall Behind 6.2% in Returns Filed | Tax Pros Trail by 908,000 Returns | Tax Pro IRS Filings Lag by 532,000
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Unfortunately, they're in the same old spots: refunds (which don't help overworked CPAs), traffic (maybe there's where all the budget goes) and self-preparers (who even let them in?). Boo!

NEW & UPDATED! COVID-19 Crisis Toolkit
Click to learn more | Save $50 with code CPATRENDLINES20

Guidance, templates, client letters and emails, phone scripts, conversation starters, best practices for your firm – available through CPA Trendlines.

CPA Trendlines is partnering with Inovautus Consulting, a nationally recognized leader in marketing and business development programs for accounting firms, to offer a new client COVID-19 client communications and practice management toolkit that will be updated continuously for the duration of the Coronavirus crisis.

Save $50 today with discount code CPATRENDLINES20
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The "FFCRA+ Toolkit" was launched with coverage for the Families First Coronavirus Response and the Coronavirus Aid, Relief and Economic Security Acts, and will include coverage of all future crisis-related legislative, regulatory, and business impacts.


Prepping for Post-Crisis Opportunities
Click for the video and the handouts. No-charge, no-obligation with password: FREE (until June 30)

Free Video Learning: Get ready today for the rebound to come with these top ten practice management video courses.

From The Succession Institute

In response to the COVID-19 crisis, CPA Trendlines is partnering with The Succession Institute to offer free access to some of its most popular video training programs. This is a limited-time-only offer, expiring June 30.

CPA Trendlines readers can use the password "free" (all lower case) for each video (plus the handouts) and get more details here.

Now is the time to re-think and re-plan how you want your firm to evolve and prosper as this pandemic fades into the background.  The videos are packed full of ideas and opportunities to become better, faster, and stronger in the future. READ MORE →

Fast Start Boot Camp: IRS Collections Representation

Hands-on training, two days, 16 CPE, attendance limited, webcam required.

Register here and save $100 with the CPA Trendlines discount

By CPA Trendlines

CPA Trendlines has teamed with Tax Resolution Academy to offer a deep dive into the core principles of resolving individual IRS liabilities with a live, online, two-day conference featuring Jassen Bowman, CPA Trendlines expert author.

Tuesday, June 2, and Wednesday, June 3
8 a.m. - 5 p.m. ET each day
See the full agendaRegister here and save $100 with the CPA Trendlines discount

In this immersion program, practitioners will learn a structured approach to casework and the resolution strategies that will apply to over 90 percent of all personal income tax debt cases they'll work.