Tax Practice Management

How tax reform is impacting tax practitioners

Tax practitioners usually get to enjoy some down time during the summer. But this year summer may be a little more hectic than usual thanks to the changes brought about by tax reform.

Tips on training seasonal staff

Glen Keenan, president of XCM Solutions and Xpitax, explains why training season staff about your particular firm’s processes is vital to success.

How to find seasonal staff

Glen Keenan, president of XCM Solutions and Xpitax, offers tips for successful seasonal staffing, including focusing on training and bringing the staff in early.

The myths of outsourcing

Glen Keenan, president of XCM Solutions and Xpitax, untangles commonly held myths that discourage firms from outsourcing.

The benefits of outsourcing returns

Glen Keenan, president of XCM Solutions and Xpitax, presents two chief benefits of outsourcing returns—improved client service and saving time at your highest billing rates.

Best practices for outsourcing returns

Glen Keenan, president of XCM Solutions and Xpitax, discusses how communication, education, and formalizing your strategy will help you start and build your outsourcing program.

How to follow the Yellow Brick Road of tax

In this video, Lauren Kovar, CPA/CITP, CGMA, director of Client Advisory & Strategy for Thomson Reuters, shows how CPAs can navigate their way using the Tax Information and Operations framework.

Tax principles for the digital age

The AICPA revises its Guiding Principles of Good Tax Policy to respond to challenges in tax reform, economic efficiency, global reach, and securing taxpayers’ information.

SPONSORED REPORT

Why cybercriminals are targeting CPAs

This free report expands on the most commonly found scams, why education and specialized IT knowledge help to lessen security vulnerabilities, and why every firm should plan carefully for how it would respond to a breach.

PODCAST

How tax reform — and Excel — are changing the CPA Exam

Mike Decker, the vice president of examinations at the AICPA, discusses changes being made to the exam as a result of tax reform — and about how Excel will now be available for use on the test.