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  • Tech-Driven Audit Approach: What You Need to Know By allowing technology to shape your audit methodology, you can give clients the insights, analysis, and recommendations they’re looking for.
  • Dissecting 2021’s Tax Proposals: What CPAs Need to Know From Biden’s ambitious legislative agenda to the bills sponsored by his Democratic colleagues, here are the most important tax proposals CPAs and their clients should be aware of.
  • Mergers and Acquisitions: What Do You Owe Your Clients? When a merger or acquisition takes place, CPA firms have both a legal and ethical responsibility to their clients.
  • How CPAs Can Help Clients Impacted by Hurricane Ian With the IRS providing tax relief for victims of Hurricane Ian, CPAs and other advisors are likely to get hit with questions. Here’s everything you need to know to help your impacted clients get the financial relief they need.
  • How the Inflation Reduction Act Impacts Your Climate-Conscious Clients The Inflation Reduction Act of 2022 includes significant climate-related provisions that may impact some of your tax clients. Before heading into your next busy season, here’s what you need to know.
  • The Dos and Don’ts of Disengaging Terminating a client relationship can be a difficult, emotional process for all involved. But with the proper blueprint, it doesn’t have to be.
  • How Workplace Culture Is Shifting and Why Your Organization Should Care From working from home to casual dress codes and overall employee flexibility, the pandemic has brought about a whole new normal for the workplace. Firms unwilling to consider or adapt to these cultural shifts may be at risk for falling behind.
  • Is Your CPA Firm Prepared for a Cyberattack? It’s no longer a question of “if” you’ll be impacted by a cyberattack, but “when.” Being prepared and taking the necessary precautions are more critical than ever to protect your firm and your clients.
  • The 10 Biggest Myths of the Employee Retention Credit Debunk the misunderstandings surrounding the Employee Retention Credit to help your business clients receive a much-needed cash infusion.
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