News

Learn to differentiate whether your client is an asset or a liability and cut ties with those that don’t align with your goals.

A new phone scam impersonates the IRS Taxpayer Advocate Service.

An estimated 1.2 million taxpayers who did not file a 2015 Form 1040 may be entitled to $1.4 billion in unclaimed refunds.

Complete tasks on your to do list, even when you’re in meetings most of the day.

IRS expands penalty waiver for those whose tax withholding and estimated tax payments fell short in 2018 and lowered the key threshold to 80 percent.

New cyber risks develop as hackers play on taxpayer emotions.

The IRS released the 2019 “Dirty Dozen,” an annual list of the top 12 tax scams.

Transparency in the workplace builds trust that is essential for profitability, engagement and talent retention.

Ease the tax extension discussion and help your clients understand the process.

Circumstances change, and advising clients on what type of business entity is suitable for their current situation is important for client retention and firm reputation.