Ethical Concerns in Using Tax Planning Software
What are my ethical responsibilities when I use software to produce a tax plan? In the world of taxes, there are many ethical issues that
Categories
Recent blogs
Sole Proprietorships and Corporations: Do Clients Understand the Difference?
Sole Proprietors and Corporations Have you noticed? Small businesses have been populating the business landscape in clusters? They represent all industries, sizes, and varieties. Some
Brace For the Impact Federal Tax Cap on State and Local Deductions
Will new charitable tax credits being considered by California and other states have any impact on the 2017 federal tax overhaul’s cap on state and
California Courts Put the Squeeze on Statewide Hiring Practices
In an effort to even the playing field, a unanimous decision by the California Supreme Court recently put business owners across the state in somewhat
Tax Changes Coming How Will You Handle Mass Confusion?
Heads up. Changes are coming. We know—old news. But as rapidly as tax laws have been changing, be sure to keep this top of mind.
Famed Hedge Fund Manager Makes History with Billion Dollar Bet
It was one of the greatest financial bets of all time. Hedge fund manager John Paulson bet big against subprime mortgages ahead of last decade’s
Just Get Me the Bleeping Stuff – How to Get Clients to Give You What You Need
We’ve all been there. You’re in the middle of preparing a tax return for a client, you’re missing a document or the answer to a
5 Ways To Connect With Your CPA Partners, “Just Because”
A lot of professionals feel like they have to keep their work life completely separate from their personal life. If you’re one of those professionals,
Hunting For The Perfect CPA Partner
It’s hunting season, and as every good hunter will tell you, you have to plan ahead. When you’re out in the woods for days at
How To Make More Money Through Continuing Education
As a tax professional, you know you’re required to take continuing education classes. License renewal requirements vary by state and all of them call for
Becoming Your CPAs Best Quarterback
John Elway. Brett Favre. Peyton Manning. Tom Brady. Even if you’ve never watched a game of football in your life, you’ve probably heard at least
