Tax Practice Management

What tax firms need to know now about technology

Artificial intelligence and robots get a lot of attention, but automation and cloud computing-enabled outsourcing are the technology-related terms that should be top of mind for tax practices, according to a session at AICPA ENGAGE 2019 in Las Vegas.

Mentoring tax staff

A well-designed, well-executed, and well-managed mentoring program can be an advantageous investment for a tax firm.

How tax reform has changed busy season preparation

Practitioners still have a lot of questions about tax reform — including everything from dealing with binding and nonbinding Tax Cuts & Jobs Act (TCJA) guidance to individual planning considerations. Annette Nellen joins this episode of the podcast to address those issues.

Mitigating risk related to tax reform

While tax planning opportunities associated with the law may be a windfall to a CPA firm’s bottom line, vulnerability to professional liability claims exists.

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.

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A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.