Tax Power Hour Gearing Up for Tax Season
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
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
...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
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 June 05, 2014
Let Your Voice Be Heard!
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
Something New to Talk About
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
Five Tips for a Great Busy Season
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
Moving to the Cloud Everybodys Doing it, Should You
The feature focus article in the July issue of The Practicing CPA e-newsletter discusses how CPAs can protect the privacy and security of client information when moving to the cloud. The article includes items that should be included in the vendor agreement and discusses the importance of cyber insurance coverage.
Published on July 23, 2014
How to Succeed at Succession
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