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Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Is Your Tech Stack Helping or Hindering Client Experience?
The tools we use should benefit the firm’s productivity and bottom line. But in our quest for productivity and efficiency, we often inadvertently neglect to weigh our client’s experience of the tools in our tech stack.
Boring No More: Accountants, Auditors See Themselves as Creative, Curious and Adventurous, Study Shows
Creative, curious and adventurous may not be traits normally associated with accountants and auditors, but a recent study shows that’s just how a growing number of industry professionals see themselves.
How a Professional Employer Organization Can Help Your Clients – Whitepaper
Employee management is more than just payroll. It also requires attracting and retaining workers, HR, benefits management, insurance, PTO, tax filings, workers' comp and more. Learn how a PEO can give your clients confidence beyond payroll.
Firm Management Lessons from the Grocery Store
If you want to successfully evolve your firm into the modern era, you need to start building your grocery store the right way, learn from the transformation of the modern grocery store in the 1960s and modernize your practice.
The Secure Act and the Growing Popularity of Roth Conversions
The SECURE Act is a significant change to the retirement landscape. One of the areas it especially impacted is Roth IRAs. So, what does this mean for you and your clients? And, how can you best navigate the changes given proposed tax law changes?
Professionals on the Move – May 2022
Professionals on the Move is a round-up of recent promotions and new hires in and around the accounting profession.
Donating Your Andy Warhol? The Tax Implications
In May, 2022, Andy Warhol’s “Shot Sage Blue Marilyn” sold for a record $195 million, making the portrait of Marilyn Monroe the most expensive work by a U.S. artist ever sold at auction. The seller, the Thomas and Doris Ammann Foundation Zurich, is a ...
Businesses Increase Employee Mental Health Support, But Many Workers Are Still Struggling
Half of workers still report their mental health has deteriorated since the start of the pandemic, with 58 percent citing increased work hours or workload as taking the greatest toll. 84 percent of employees report they can’t stop thinking about work.