Technology Trends

Ethical Issues for the Modern Tax Practice: The Role of Technology

B2B, Blog, Practice Management /

  Technological competence for tax practitioners is receiving increased attention from the IRS. Circular 230, which outlines rules governing those who practice before the IRS, has an entire section on “competence.” According to this guidance, tax practitioners must have the knowledge, skill, thoroughness, and preparation for any tax engagement they take on. In essence, we cannot accept work that […]

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5 Technology Trends You Need To Be Aware Of

Leave a Comment / Blog, Financial Advisors, Practice Management /

It’s the most wonderful time of the year… Anybody else remember that commercial? If you’re a parent, you know what Staples was talking about. It’s August. Summer is coming to an end. You’re shopping for new clothes, shoes, and supplies, and you’re counting the days until your kids get on that bus and go back

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