Now Presenting…Your Firm!



I f you lack marketing, publicity and presenting skills or experience, here are some tips to help polish your image.

Give your firm name recognition by volunteering at a charitable event.

Any time you add a new service, sponsor a charitable event or promote a staff member, obtain free publicity by issuing a press release to your local newspapers.

Prepare presentations in advance. As soon as you know the date of your meeting or speaking engagement, note all preparation tasks in your business calendar. The more organized you appear, the more clients will perceive you as a professional to trust.

Determine the most appropriate format for your presentation based on the audience to whom you’re speaking, the time you’re allotted and your objective. For example, will you use audio/visual aids such as slides or PowerPoint software?

Source: Victoria Chorbajian, public speaking coach, Chorbajian Speaking Enterprises, Basking Ridge, N.J., , 2006.


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.