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.