Post-busy season checklist

By Edward Mendlowitz, CPA/PFS/ABV/CFF/CITP, CGMA

Sponsored by Thomson Reuters, Bloomberg BNA, Bloomberg BNA // Software, Wolters Kluwer

Now that tax season is over, pause for some introspection to guarantee that next year’s busy season is even better. Bonus: “Dirty dozen” scams list to share with your clients.

Please fill out this form to instantly receive the PDF and Excel checklists at the email you enter below. By filling out this form you agree to be contacted by our trusted sponsors. (Privacy policy)

Fill out my online form.

SPONSORED REPORT

Revenue recognition: A complex effort

Implementing the new standard requires careful judgment. Learn how to make significant accounting judgments and document them and collaborate with peers for consistent application.

TECHNOLOGY Q&A

How to create maps in Excel 2016

Microsoft Excel 2016 has two new mapping capabilities. J. Carlton Collins, CPA, demonstrates how to make masterful 2D and 3D maps in Excel 2016.

QUIZ

News quiz: Economy and health care changes top CPAs’ list

CPA decision-makers’ economic outlook and the House Republicans’ proposed tax changes as part of replacing the Patient Protection and Affordable Care Act received attention recently. See how much you know with this short quiz.