Smart Devices Need 3 Features to Be Secure
What IoT “security” really means.
By Rick Richardson
FEATURED
Do Your Clients Feel Important?
8 ways to delight them.
By Ed Mendlowitz
Tax Season Opportunity Guide
5 Questions to Evaluate New Tech Tools
They’re shiny, but will they be effective?
By Jody Grunden
How to Pursue Federal Tax Lien Marketing
These are motivated clients.
By Michael Rozbruch, CPA
The IRS Audit Notice Checklist
2020 Outlook: The New Growth Model
Younger employees should have more say in the firm’s vision than those about to retire.
By Carrie Steffen
Have You Gauged Your Staff’s Enthusiasm?
You should be eager for this feedback, not dreading it.
By Steven E. Sacks
Social Security as an Asset Class
Withdraw funds from elsewhere.
By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting
5 Mistakes to Avoid When Seeking New Clients
Are you holding yourself back?
By Sandi Leyva, CPA
Does IRS Need a Practitioner Services Division?
Practitioner orgs say “Yes!”
By CPA Trendlines Research
Bradley Burnett’s New Tax Season Webinars
Now Available in Convenient Self Study CPE Format.
Hosted by Bradley Burnett
Browse all Bradley Burnett’s CPA Trendlines Self-Study CPE Here
When Clients Don’t Know
Investigate motives before diving in.
By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting
2020 Outlook: Making Volume Manageable
Remember who’s watching.
By Tamera Loerzel
IRS Urged to Form Tax Preparer Strategy
Taxpayer Advocate says it’s long overdue.
By CPA Trendlines Research
The CPA Trendlines Busy Season Barometer:
New year, new strategies
Join the survey. Get the results.