Ten Services for Retiring Clients | Listicle
CHECKLIST
Ten Questions to Ask Potential Clients Before It’s Too Late | Listicle
Ten Expenses That Even Seniors Can’t Deduct | Listicle
Bradley Burnett: ERC Trap Threatens Thousands of Taxpayers
While cases stall, the right to sue could expire.
By CPA Trendlines Research
Thousands of business taxpayers still battling Employee Retention Credit disallowances could lose their right to sue the IRS in 2026 because the two-year refund-suit deadline keeps running while cases sit in IRS examination or Appeals, a risk tax attorney Bradley Burnett calls part of a “colossal mess” of statute traps, litigation risks and unresolved audits.
The National Taxpayer Advocate estimates roughly 28,000 taxpayers may be affected, prompting the IRS to roll out a special Form 907 extension process for certain ERC claimants approaching the deadline.
CPE WEBINAR
Covid ERC in 2026: Picking Up the Pieces: Which Are Ticking Time Bombs?
With Bradley Burnett, J.D., LL.M.
Thursday, June 18, 1-4 p.m. ET
“What is left … a colossal mess,” Burnett tells CPA Trendlines Academy attendees. “Some of those broken pieces out there may be time bombs.”
The filing window has closed. The refund fights have not.
Unlock Accelerated Growth with 21 Questions
Don’t stay attached to traditional models that no longer suit you.
By Domenick J. Esposito
8 Steps to Great
When it comes to growth, two of my core beliefs are:
- size matters, and
- service line diversification (the professional services model) is better than the traditional accounting firm model.
MORE by Domenick J. Esposito
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The proof is in the pudding.
What Happens to Your Firm If You Die? Seriously.
Get the free practice-continuation toolkit.
By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting
One morning, my wife and I were having breakfast, and she asked me, “What do I do if you and Peter get killed?”
DOWNLOAD: Practice Continuation in Event of a Death or Disability Sample Agreement and Letter of Instruction, Prepared by Ed Mendlowitz
This was a Friday, and Peter Weitsen and I were flying together on Sunday to a conference in Palm Springs. My response to these questions was typical: “Don’t bother me. Nothing will happen!”
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Ten Ways to Use the Holiday Season to Prepare for Tax Season | Listicle
Ten Things to Tell an Unproductive Partner | Listicle
By CPA Trendlines Research
An unproductive partner can be a disaster for an accounting firm. The problem could have several sources, so sometimes a conversation can improve the situation while maintaining respect and team spirit.
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Here are 10 things to talk about.
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Ten Unexpected Questions for a Job Candidate | Listicle
By CPA Trendlines Research
Unexpected questions at a job interview can help you assess a candidate’s awareness of what’s involved in the human (as opposed to technical) side of the job.
MORE Listicles here
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Look for recognition of professionalism, flexibility, ethics, teamwork and social skills.
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Ten Non-Tax Season Services | Listicle
By CPA Trendlines Research
You don’t have to temporarily lose tax clients once their returns have been filed. You can help them through the year.
MORE Listicles here
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Consider a retainer fee for package of services. How many can you bundle? Here are 10 tips for keeping clients engaged year-round.
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