July 2024 tax and compliance deadlines

July 2024 tax and compliance deadlines

Get a full list of tax and compliance deadlines for July 2024, and be sure to share this list with your clients.
Dealing with mental health issues in firms

Dealing with mental health issues in firms

Dealing with mental health issues in tax firms is complicated; get advice and insights from three tax pros, and find out how they deal with mental health in their own firms.
7 reasons to hire new graduates in your firm

7 reasons to hire new graduates in your firm

New graduates provide a lot more than a new hire; find out how they benefit your firm in this article from Astrid Daniela Galvez, EA, who shares her own journey.
Tax advisory: Income shifting and entity planning

7 strategies for income shifting and entity planning

Income shifting has been used for decades to reduce a client's tax burden, but how current are you on the key strategies? Find out in this insightful article from Kristen Keats, CPA
5 strategies for staff recruitment and retention

5 strategies for staff recruitment and retention

Get tips, tactics, and benefits to enhance your firm’s resilience and adaptability in these changing times. Al-Nesha Jones, CPA, MBA, explains.
Update: Tax breaks for victims of natural disasters

Update: Tax breaks for victims of natural disasters

Get continuous updates on IRS filing deadline extensions due to natural disaster in the United States and its territories.
Annual inflation adjustments for TY 2023 and 2024

Annual inflation adjustments for TY 2023 and 2024

Get a handy chart of year-over-year inflation adjustments on some higher impact provisions of the tax code, including mileage, deductions, and more. Nadia Rodriguez, CPA, created this for tax pros and their clients.
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Handling complex client scenarios

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How to disengage clients right after tax season

Large Tax Bills Vertical

How to communicate large tax bills to your clients

Protection Plus Vertical

Protection Plus: Peace of mind for notice resolutions

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15 marketing tools to retain your clients

How to talk to your clients about retirement

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