News & Articles
Recent updates and the latest guidance for the CPA Profession
Stand Out as a Trusted Social Security Expert with the RSSA® Designation
Designed for CPAs, the RSSA® designation provides advanced training to help clients optimize Social Security benefits as part of comprehensive tax and retirement planning.
Learn MoreSponsored by: Kaplan
The Sudden Death Checklist
PTCFO Inc | January 18, 2021There is no topic more challenging than one’s own death. Your proactive guidance will give your clients comfort and position you – and your firm......
Read More...
Tax Benefits of Incorporating as an LLC Formation
MyCorporation | January 13, 2021Incorporating as a limited liability company (LLC) provides plenty of benefits to small businesses. Some of these include the ability to quickly establish credibility with......
Read More...
Caution: Tax & Cyber Security Scams
CPAdirectory | December 10, 2020The 5th annual National Tax Security Awareness Week took place November 30th through December 4th, 2020. The IRS and the Security Summit used that week......
Read More...
What Should I Look For in a CPA?
1-800Accountant | November 12, 2020Whether it’s for your personal tax return or your small business, you know that working with a certified public accountant can bring you significant savings.......
Read More...
Amended return opportunities – should you take a second look?
Thomson Reuters | November 04, 2020Retroactive tax relief enacted by the Coronavirus Aid, Relief, and Economic Security Act (CARES Act, 3/17/2020) means taking a second look at returns that were......
Read More...
Tips for tax planning for small businesses
Thomson Reuters | November 04, 2020For the second year in a row, taxpayers face massive uncertainty. The COVID-19 emergency presents unique challenges and opportunities and has likely landed your clients......
Read More...
Three ways COVID-19 and working from home are changing audit practices
Thomson Reuters | November 03, 2020So many things have already changed in 2020. The way children go to school, the way we shop for groceries, the way we vote: all......
Read More...
Advising your clients in turbulent times
Thomson Reuters | November 03, 2020FREE WEBCAST: 2020 Year-End Planning — Advising your clients in turbulent times Year-end planning for 2020 takes place against the backdrop of COVID-19 which has......
Read More...
Adding Social Security advisory services transforms a CPA firm
National Association of Registered Social Security Analysts (NARSSA) | October 16, 2020There is a tremendous demand for professionals that understand Social Security, but the facts are most advisors know very little about Social Security and Medicare.As......
Read More...
Your Social Security Income May Be Taxed If You Live In One Of These 13 States
National Association of Registered Social Security Analysts (NARSSA) | October 15, 2020Did you know that your Social Security income may be subject to state taxation in addition to federal taxation? Wait…hold on. I didn't even know......
Read More...