Industry News: 7 Tips to Keep Client Data Safe During this Work-from-Home Tax Season

7 Tips to Keep Client Data Safe During this Work-from-Home Tax Season



To keep client data safe when working from home this tax season, it is important to understand potential risks when sharing information electronically, and how to manage these risks effectively. Consider the following.

Industry News: 3 Keys to Thriving in an Ever-Changing Environment

3 Keys to Thriving in an Ever-Changing Environment



After a year like none other, it seems that simply surviving is on the agenda of many businesses. However, it is possible to not just survive, but thrive. CPA firms can achieve growth in an ever-changing landscape. There are several steps firms can take to position themselves for growth and flourish. Vision, agility, and resilience are the new watchwords of robust business models and of growing firms.

Vision



Industry News: Viewpoint: Cyber Insurance Policies Are Challenging to Underwrite. AI Can Help.

Viewpoint: Cyber Insurance Policies Are Challenging to Underwrite. AI Can Help.

 

Advancements in artificial intelligence are in many ways a double-edged sword for the cyber insurance industry. Increasingly diverse and sophisticated cyber attacks have dramatically increased the demand for cyber coverage, offering a lucrative opportunity for insurers to capitalize upon.

Industry News: Do you know when taxpayers are likely to receive their 2021 income tax refunds?

When Will You Get Your 2021 Income Tax Refund?

This chart shows an estimated date for when you may receive your refund: The Covid stimulus payments you received in 2020 (and the second check whether you received it in 2020 or 2021) will NOT decrease your tax refund.

Industry News: 7 Reasons Accounting Firms Should Embrace Cannabis Clients in a Post-COVID World

7 Reasons Accounting Firms Should Embrace Cannabis Clients in a Post-COVID World



It's time for accounting professionals to embrace the cannabis industry. As accountants, we have the opportunity to be at the forefront of this exciting industry growth and have the ability to lend a sense of legitimacy to our clients' businesses.

 

Industry News: Individual CPAs Eligible to Apply for .CPA Domains Tomorrow

Individual CPAs Eligible to Apply for .CPA Domains Tomorrow

New Restricted Domain for the Accounting Profession Promotes Greater Trust and Brand Recognition

NEW YORK (Jan. 14, 2021) – Starting tomorrow at 10 a.m. ET, licensed CPAs can apply on an individual basis for their preferred branding under the new restricted Internet domain for the accounting profession, .cpa. Until now, only licensed CPA firms and approved organizations, such as state CPA societies, were eligible.

Industry News: What are the six pitfalls to avoid when adding financial planning to your firm’s offerings?

Avoid These Pitfalls When Adding Financial Planning Services to Your Firm’s Offerings



There are several structures for adding financial planning services to your firm’s current services. For example, you can handle everything in-house or partner with a financial planning firm to provide services.

Our last article highlighted multiple reasons why it is logical and advantageous to add financial planning services to your firm’s offerings.

Industry News: Top 10 Regulatory Issues You Need to Monitor in 2021

Top 10 Regulatory Issues to Watch in 2021

The start of a new year is always a time to look forward, both for individuals and for business leaders. With the year also bringing changes in the administration, Paychex, Inc., a provider of technology solutions for human resources, payroll, benefits, a



Industry News: Do you know the five strategic areas to consider during the upcoming tax accounting close cycle?

In-House Tax: Leverage Technology for the Upcoming Compliance Season



Tax departments today are facing unprecedented pressures, including management of changing tax obligations, new regulatory requirements, and providing real time scenario analysis – all while adjusting to a new workplace environment.

Industry News: A Guide to Building a Culture of Accountability at Your Firm

A Guide to Building a Culture of Accountability at Your Firm



Compared to other workplaces in different industries, the typical accounting firm deals with a greater need for a direct and clear management style.

Compared to other workplaces in different industries, the typical accounting firm deals with a greater need for a direct and clear management style.

Industry News: Why are so many companies so optimistic about growth?

Companies Agree: High Growth Means Automation

Contrary to what many might expect, the pandemic has done little to damper optimism about growth at most companies. From right before the pandemic hit to today, accountants, bookkeepers, and companies in general continue to have a positive outlook for ...

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