Benefits

There is still time to take actions in December to help when it comes time to file federal tax returns in 2022, including special steps related to Economic Impact Payments and advance Child Tax Credit payments.

I know I sound like a broken record when other tax pros ask me about the “busy” in busy season. My response? “The Berg Advisors' busy season runs smoothly with few surprises.”

Before March comes and we feel overwhelmed, an hour of effort now can save 100 hours when it really counts. While you may not be able to find more people, you have options to intentionally navigate this path forward and have a successful busy season.

One of the challenges associated with team learning is that everyone is at a different level. Some people are great with technology; others know everything about compliance. And sometimes, people don’t want to let others know they’re struggling with a ...

Thomson Reuters and SurePrep will provide open and royalty-free access to each other’s Application Programming Interfaces (APIs), enabling increased investment in product integration that ultimately benefits firms by streamlining and automating ...

Profit expectations are also under pressure, with the anticipated growth rate for the next 12 months dropping to 2.1% from 2.5% last quarter. Revenue growth projections, on the other hand, are up to 4.7% from 4.3%, quarter over quarter.

Managers most likely to offer flexible schedules work in large companies with 1,000 or more employees (44%); marketing (48%), legal (42%) and administrative (41%) departments; and hybrid teams, where some employees work in the office and some work.

Getting new business, and engaging existing clients or customers is crucial in growing any company, whether it’s your firm or your clients’ businesses. With the vast array of multiple, unintegrated financial and marketing tools available in today’s ...