Delegating, outsourcing and automating tasks can increase your capacity at work. Whether your plate is too full or you’re looking toward starting new projects, these strategies can

The pandemic-era housing boom has made real estate an enticing investment prospect for many people. Accountants, in their role as investment advisors and financial planners,

The IRS has announced that the filing season for federal individual income tax returns for 2021 kicks off on January 24 (IR-2022-08, 1/10/22). The IRS already

Let’s say you’re about to wrap up an initial consultation with a potential new client. The meeting flowed smoothly, you gathered all the necessary information and

Build Back Better, the Biden Administration’s signature social spending bill, appears in limbo in its current form. But which tax proposals should banks and financial institution’s

Change is difficult, even when it’s desired. In fact, change in the workplace can be more challenging than major traumatic life events like bereavement and

What’s a financial advisor’s greatest fear? The COVID-19 pandemic last forever? Another lockdown? A 20-percent decline in the stock market? No, it’s their client’s accountant

Start-up cost deductions are normally allowed, but as a recent Tax Court case shows, clients need to prove the business is operational. Background: Normally, a

January can be a stressful month for bookkeepers. In addition to our normal workload, we have additional payroll deadlines, 1099s are due, we’re trying to

At the recent Digital CPA conference I had the pleasure of sitting in Jennifer Wilson’s session, “Solving the Capacity Problem.” This is an issue that