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.

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