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    Tax Power Hour Gearing Up for Tax Season

    Presentation The November Tax Power Hour focuses on gearing up for tax season. This presentation discusses organizers, engagement letters, staffing, scheduling, new PTIN rules for staff, different tax return processing system and procedures and paper filing options under the new mandatory e-file requirements
    Published on November 26, 2012

    Get Client Resolution from the IRS

    Article The small firm article, written by Darrell G. Eskam C.P.A., C.V.A., M.A.F.F., in the January issue of The Practicing CPA e-newsletter discusses how his firm has a defined process for working with the IRS and Taxpayer Advocate Service on their client’s behalf.  This article also points out helpful resources used
    Published on March 10, 2014

    Try Something New This Busy Season

    Article ...by Polina S. Chapiro, CPA and Donald J. Snyder, CPA, in the January issue of The Practicing CPA e-newsletter discusses their firm’s busy season preparation process for tax and audit clients. They also identify new process ideas which will be implemented this year. In addition
    Published on January 28, 2014

    Technical Quality and Services Delivery

    Overview Quality & Services Delivery abstract: Keep up with tax changes, accounting & auditing standards and use plain English tools and guidance to understand new requirements and in communicating with professional staff and clients. Understand peer review processes and quality...
    Published on March 25, 2014

    Something New to Talk About

    Article The medium firm article, written by F. Carter Heim, CPA, CFF, CGMA, in the December issue of The Practicing CPA e-newsletter discusses agreed upon procedures engagements. This article explains why agreed upon procedures engagements are helpful to protect clients against the risk of fraud. The article also provides practical tips
    Published on December 23, 2013

    Let Your Voice Be Heard!

    Article The feature focus article in the December issue of The Practicing CPA e-newsletter provides details regarding ARSC’s exposure draft and provides steps practitioners can take to provide comments.  This article discusses details about the revised compilation standard, the new preparation standard and the new association standard.
    Published on December 23, 2013

    Optimizing Workflows to Improve Firm Production

    Article This IT article discusses practical ideas on how to use workflow tools to improve firm production and client relationships. The article provides seven opportunities for firms to evaluate where workflow tools can streamline specific firm procedures.
    Published on October 28, 2013

    Five Tips for a Great Busy Season

    Article The January issue of the Small Firm Solutions e-newsletter provides tips for firms to consider before the start of busy season.  The article provides ideas on how best to communicate with the IRS.  In addition, the article encourages streamlining processes, recognizing staff value and provides ideas on how to have
    Published on January 07, 2014

    How to Succeed at Succession

    Article The September issue of the PCPS News & Views e-newsletter discusses the importance of succession planning. CPAs Jason Deshayes and Bob Goldfarb provide related views on how they implemented succession planning in their firms through training emerging leaders and merging into a larger practice.
    Published on September 17, 2013

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