Whether you're a sole practitioner or run a large tax firm, the AICPA's "Tax Practitioner's Marketing Toolkit" is filled with client letters and surveys, presentations, brochures, and more! Show your clients that you're a tax pro - download your resources today. (Note: You must be an AICPA member to download the toolkit.

Looking to foster a more diverse workplace, but not sure where to start? Download the AICPA's "CEO Act!on for Diversity & Inclusion Toolkit."

 

The Latest News

5 tips for reopening the office safely
Post-COVID-19, the office is going to look a lot different than it did at the start of 2020. Water-coolers are out and strict scheduling is in as firms try to keep the number of people in the office to a minimum, hand out personal protective...
Is Working Remotely the Future of Finance?
In mid-March, retail cosmetics shop Ulta Beauty closed all 1,254 stores and CFO Scott Settersten and his 200-person finance team, like much of the country, became remote workers overnight. Settersten characterizes it as “a firestorm erupted, and...
Reconceiving Innovation for Covid-19
For certain firms, Covid-19 has infused new meaning into the old cliché that a crisis is just an opportunity in disguise. Before the pandemic, digital companies such as Amazon and Zoom were competing not only with incumbents but also with...
How Your Firm Should be Planning for Internal Succession
Most firms are unprepared when it comes to this matter. According to one survey, 50 percent of accounting firms have no succession plan whatsoever, while another 30 percent don't have a detailed one. Thankfully, these ill-prepared firms have...
New Research: Compensation Trends Amid COVID-19
Employers have a growing list of concerns lately, including losing their top performers, new research from global staffing firm Robert Half shows. A large majority of senior managers surveyed (88%) said they are worried about their company's...
Middle market shaken, but not broken, by COVID-19
on Facebook  Share on Twitter  Share on LinkedIn  Share via Email Each quarter, KeyBank surveys 400 middle market business executives (defined as those companies within the $10 million to $2 billion range) to understand...
Accounting Professionals are Advising Whether They Realize it or Not
In light of the challenges accountants have experienced due to COVID-19, it seems everyone is looking to get in on advisory services. Some practitioners, however, just don't realize advisory is what they're actually doing. Consultants and...
Generations Y and Z: What do they want?
During 2019, FM set out to talk with Gen Y (Millennial) and Gen Z management accountants about their goals, work preferences, and priorities and to get a sense of how employers could best retain and develop workers in those generational cohorts....
Creating the firm of the future, today, amid COVID
The economic shock of the COVID-19 crisis has been greater than any previous crisis. Industry sectors have been forced to change. Some will never be the same. These impacts are being felt at home and in our businesses. As accounting practice...
More Guidance Needed for the New Payroll Tax Deferral Scheme
Like many other controversial issues in our nation’s capital, the outcome is far from clear, while the benefits are being debated along political lines. Under the executive order, employees would not be required to pay their share of the 6.2...

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Professional Development

Larry Stein's 2020 Guide to Retirement Wealth: IRAs, 401(k)s & More! (Livestream) - 11/10/2020 -
Join Larry Stein as he discusses the new Secure Act, tax extenders, IRS developments and more that impact your client’s retirement wealth. IRAs, 401(K)s,...
Larry Stein's 2020 Case Studies in LLCs, S Corporations, Partnerships, and 199A Planning (Livestream) - 12/8/2020 -
Join Larry Stein as he discusses 199A planning/compliance, “S” Corporations, LLCs, and Partnerships. Participants will be immersed in both planning and...
Larry Stein's 2020 Guide to Giving Your 60+ Client a Checkup: IRA, Retire- ment, Social Security, Medicare, & Long-Term Care Planning (Livestream) - 12/9/2020 -
Join Larry Stein as he discusses ideas and strategies to give your 60+ client a checkup. Larry will discuss Social Security, Medicare, resources, family...
2020 Advanced Corporate/Business Income Tax Workshop with Walter Nunnallee (Livestream) - 1/12/2021 -
In this course, we’ll review current year developments, recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on...

 

Webinars

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