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Recent Articles

Amended return opportunities – should you take a second look?

Retroactive 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......


Confidence for a Dynamic Future: What’s Next?

The COVID-19 pandemic has brought major disruptions to nearly every aspect of life, with further impacts yet to be felt. For tax and accounting firms,......


Tips for tax planning for small businesses

For 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......


Three ways COVID-19 and working from home are changing audit practices

So many things have already changed in 2020. The way children go to school, the way we shop for groceries, the way we vote: all......


Advising your clients in turbulent times

FREE 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......


Peer Review: Go Beyond "Pass" To Providing Client Value

Peer reviews can bring major disruptions to nearly every aspect of your audit practice, with further impacts yet to be felt. For audit groups, peer......



Webinars: Watch Now: On-Demand Webcast on Inflation and the Economy


Tune into this timely discussion on the current state of the economy and the impacts of inflation.

Events: Ready to empower and elevate your team? Save the date!


Ready to empower and elevate your team? Save the date! Join our webcast to learn how to: Identify Strengths & Instill Confidence in your Team, Be Effective in your Execution of Knowledge Transfer, Establish an Advisory System that isn’t solely reliant on YOU! 

Whitepaper: Automate your data entry today!


Automate your data entry today! Read how tax practices can influence your firm’s success.

Webinars: Feeling stuck on how to empower your team?


Practitioner Advice Series: Elevating your team. June 7th, 2023 1:00 pm ET. Join our webcast to learn how to Identify strengths & instill confidence in your team and be effective in your execution of knowledge transfer.

Webinars: Join us and learn how to turn your tax season challenges into opportunities.


May 17th at 12 p.m. ET, see how you can turn tax season lemons into lemonade. Join our engaging roundtable for a retrospective look at the 2022 tax season. 

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