CPA Practice

JUNE 21, 2023

Register Today Date: Tuesday, July 18, 2023 Time: 2 PM EDT / 1 PM CDT / 11 AM PDT / 6 PM GMT Sponsor: SafeSend Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Gail Perry is the editor-in-chief of CPA Practice Advisor. Click here to log in.

Tax 80

Tax Technology Indiana Michigan 80

Nancy McClelland, LLC

FEBRUARY 9, 2024

I’m especially indebted to NATP because when I first started doing taxes, I wasn’t a CPA yet — and spoiler alert: they don’t really teach you that much about tax preparation when studying for your CPA exams; in fact, three-quarters of the test aren’t related to taxes at all.

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CPA Practice

AUGUST 15, 2023

Date: Tuesday, September 12, 2023 Time: 3 PM EDT / 2 PM CDT / 12 PM PDT / 7 PM GMT Sponsor: Drake Software Duration: 1 Hour Receive 1 hour of free CPE credit for participating in this live webinar. Already registered for this webinar? Gail Perry is the editor-in-chief of CPA Practice Advisor. Click here to log in.

Tax 52

Tax North Carolina Indiana CPA 52

CPA Practice

SEPTEMBER 11, 2024

In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. Watch the Presentation Panelists: Gail Perry, Editor, CPA Practice Advisor Gail is the editor-in-chief of CPA Practice Advisor.

Indiana 52

Indiana accountant Account accounted 52

CPA Practice

AUGUST 14, 2024

This webinar will be held on Wednesday, September 18, 2024 at 2:00pm ET Sponsor: Wolters Kluwer Duration: 1 Hour Register Now Course Overview: Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. Gail is a member of the AICPA’s PFS Credential Committee.

Technology 52

Technology Georgia Indiana tax preparation 52

CPA Practice

JANUARY 18, 2024

[Your credentials] with [#] years of experience helping individuals and small businesses with tax filings and compliance. Saving [your niche] money one tax write-off at a time! Accepting new tax preparation clients for the 2024 filing season. link to your contact page] c. link to your contact page] d.

CPA 111

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CPA Practice

JANUARY 8, 2024

We continue to urge taxpayers who need help to reach out to a trusted tax professional, including those who work with recognized national organizations.” The IRS reminds taxpayers to make sure they choose a trusted, respected tax professional for help. The IRS has more information available to help taxpayers select a tax professional.

Tax 111

Tax tax return Minnesota income tax 111

ThomsonReuters

JULY 11, 2023

Firms have various situations when working with clients, such as tax planning, tax preparation, or risk management. Tax planning and research : Faced with ever-changing tax laws , clients can quickly find it challenging to keep pace and navigate the complexities. What are the paths to advisory services?

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Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They have the personal relationships and tech know-how that you lack!

bookkeeping 52

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Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They have the personal relationships and tech know-how that you lack!

bookkeeping 52

bookkeeping Technology quickbooks Tax 52

CPA Practice

FEBRUARY 8, 2024

The IRS warned that scammers are posing as tax software providers and requesting EFIN documents from tax professionals under the guise of a required verification to transmit tax returns. To register for a session, tax professionals can click on the date/time below. 12 and running each day next week.

Hawaii 124

Hawaii Alaska Arizona Tax 124

Nancy McClelland, LLC

APRIL 16, 2023

To that end, when you do share something with your tax preparer, I beg you to phrase it in respectful language that recognizes they are experts in their field. Though keep in mind — there is no requirement that a tax preparer be a CPA, or even an EA. Out with the ego, in with the knowledge.

Tax 52

Tax tax preparation tax return income tax 52

CPA Practice

SEPTEMBER 11, 2024

This Canopy and CPA Practice Advisor survey asked respondents to share where they currently were and where they thought their firms would be three to five years from now on topics like automation, AI integration, workforce dynamics, remote work models, client interaction, digital transformation, security and more.

accountant 121

accountant Account accounted Technology 121

Nancy McClelland, LLC

FEBRUARY 13, 2022

The domestic partnership or S corporation has no knowledge that the partners or shareholders are requesting such information for tax year 2021. Todd, EA, CPA. After all the requests we’ve made of the IRS to reduce the tax preparation burden on small business owners and their CPAs, I wish I could say this is laughable.

tax preparation 52

tax preparation Tax CPA tax return 52

CPA Practice

AUGUST 28, 2024

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. After voting by the awards committee panel each year, the top five products are presented as winners of the Tax and Accounting Technology Innovation Awards. In 2004, under the editorial leadership of Gregory L.

Technology 122

Technology accounting firms accountant Account 122

Snyder

NOVEMBER 17, 2022

This magazine deals with all the crucial matters of accounting like tax preparation and tax law, bookkeeping and accounting standards, auditing, financial planning, wealth management, and the latest accounting technology. Accountancy blog for CPAs. CPA Practice Advisor. It’s professional advice from a CPA to a CPA.

accountant 52

accountant Account accounted bookkeeping 52

ThomsonReuters

OCTOBER 31, 2023

Some of the most notable impacts include: Data collection and analysis Tax research and optimization Strategic planning and forecasting Streamlining back-end operations As an evolving technology, AI is far from perfect, and it still lacks certain capabilities. Is AI replacing accounting jobs? Can AI do accounting?

accounting jobs 52

accounting jobs accounts jobs accountant jobs accountant 52

ThomsonReuters

JUNE 13, 2023

All this, alongside the more traditional tax preparation, payroll, and accounting/bookkeeping services that your clients have come to know and trust. By using technology to automate traditional tax compliance work, forward-thinking accounting firms are engaging clients based on the value and experience they bring to the table.

tax return 93

tax return Tax bookkeeping services Technology 93

Going Concern

FEBRUARY 9, 2024

Birthdays A CPA Firm Celebrates a Century in Business [ The CPA Journal ] In today’s climate of accounting firm mergers, it is worth recognizing when a CPA firm has managed to remain independent and partner-owned for 100 years. The sessions will begin Feb. 12 and run each day next week.

Technology 104

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CPA Practice

JULY 12, 2024

Promotion Educational Content: Create and share valuable content (blogs, whitepapers, webinars) that educate potential clients about the benefits of your practice. Product: Jane defined her services clearly, offering bookkeeping, payroll processing, financial reporting, tax preparation, and strategic financial planning.

accountant 52

accountant Account accounted bookkeeping 52

CPA Practice

OCTOBER 23, 2023

Accounting firms know that offering only tax preparation services makes maintaining consistent cash flow and workloads throughout the year challenging. Invite anyone who you believe is a good fit for your new services to join in on webinars and workshops that you have on the service they would benefit from the most.

accounting firms 105

accounting firms accountant Account accounted 105

CPA Practice

JULY 27, 2023

As an example of the ChatGPT response to “What are the most time-consuming items in a CPA Firm,” ChatGPT suggested the following (completely unedited): Accounting or Certified Public Accountant (CPA) firms often have to manage numerous tasks, some of which can be quite time-consuming.

Technology 98

Technology audit Education accounting and finance 98

SkagitCountyTaxServices

SEPTEMBER 11, 2020

This is not a “definitely happening” development, but as we have been listening to webinars and researching the process on behalf of our Mount Vernon clients, we are hearing more and more bankers and experts suggest that a VERY simple form will be established for businesses with these kinds of loans.

tax preparation 67

tax preparation CPA Legal Tax 67

xendoo

APRIL 8, 2022

Business education tax deductions include. Classes, seminars, webinars, and workshops. Because legal and accounting are necessary expenses to operate a business, they count as tax write-offs. Personal legal and accounting fees like estate planning are not tax-deductible. . Business books. Business meal expenses.

business tax 97

business tax Tax Education tax preparation 97

ThomsonReuters

FEBRUARY 2, 2022

You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. A better approach is to build a reputation as an accounting expert. When you provide educational value, you establish credibility and nurture trust.

accounting firms 98

accounting firms accountant Account accounted 98

ThomsonReuters

FEBRUARY 8, 2022

Host webinars, seminars, virtual conferences and other events to share your expertise and knowledge with clients and prospects. As Boomers transition to a new phase of life, they will be looking to you for more than just tax preparation. Boost your accounting firm’s SEO to maximize visibility and searchability.

Tax 105

Tax Entertainment payroll bookkeeping 105

CTP

FEBRUARY 20, 2024

By Dominique Molina, CPA MST CTS You’re in the business of tax planning, and you pride yourself on being the go-to expert for navigating the complex world of taxes. Proactive Communication Regular Updates : Keep your clients informed with regular updates on tax laws, potential strategies, and upcoming deadlines.

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tax planning Tax Real Estate Education 98