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.
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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......
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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......
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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......
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Peer Review: Go Beyond "Pass" To Providing Client Value
Thomson Reuters | October 14, 2020Peer reviews can bring major disruptions to nearly every aspect of your audit practice, with further impacts yet to be felt. For audit groups, peer......
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What You Need To Know About Artificial Intelligence (AI)
Thomson Reuters | October 05, 2020You’ve heard the term before, you’ve seen it in your day-to-day life, but what does artificial intelligence (AI) mean for tax and accounting professionals? While......
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How can accounting firms work remotely – and securely?
Thomson Reuters | October 05, 2020How can accounting firms work remotely – and securely?Roman H. Kepczyk, CPA, CITPAlmost overnight, the coronavirus pandemic forced personnel at most accounting firms to work......
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Effectively Implement Tax Planning Strategies With Clients
Thomson Reuters | October 01, 2020Each year, we grind away for hours recording the tax impact of our clients’ prior-year activities. How many times have we wanted to say, “Why......
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Dynamic Arrays When Using Excel
Excel University | September 09, 2020During the years we have been using Excel, we have come to understand that a formula calculates a value. Meaning, a single value. Right? Like......
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The Four Dimensions of K-1 Aggregation: A Federal Overview
Thomson Reuters | September 04, 2020The current practice of K-1 reporting has led to significant complexity and risk associated with federal, state, and international reporting requirements. This includes many that......
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A Smooth Transition Into Remote Auditing
Thomson Reuters | August 24, 2020In a time where most firms are now forced to perform their audits remote, Mark Edmondson, President and CEO of Thomson Reuter’s partner, Inflo, reached......
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