art werner: tax loss harvesting re-examined | quick tax tip
unpack the basics—and the big misses—of capital gains planning.
quick tax tip
with art werner
cpe today
special
tax returns nearly match 2024 rates
refunds still are the only positives.
by beth bellor
tax season grinds on and the number of returns is about the same as last year, according to the internal revenue service.
more: tax pros edge diyers in e-filings | tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
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the agency had received 79.6 million individual income tax returns as of march 21 – the latest data available – down 1.1 percent from the same period in 2024. it had processed 78.7 million returns, down 0.7 percent.
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the accounting comeback: why the profession is bouncing back stronger
the profession is gearing up despite the perceived threats of artificial intelligence and outsourcing.
by hitendra patil
client accounting services: the definitive success guide
the accounting profession is securing its future and growing its numbers.
in december 2022, an article in the wall street journal made headlines, stating that over 300,000 auditors and accountants in the u.s. had left the profession. people were all but ready to take stock.
more: twelve years and out: seasoned accountants join the exodus | jobs outlook: strong and steady growth in hiring and earnings for u.s. accountants | student accounting enrollment shows third year of recovery | cornerstone
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after the pandemic’s great resignation wreaked havoc on so many businesses, people were shocked, at least for a second, when this numbers-relevant story broke. it turned out the shock continued well beyond.
at the same time, the number of students majoring in accounting kept dwindling, resulting in a double whammy. accounting has come under scrutiny since then. from an increase in outsourcing/offshoring, the threat of artificial intelligence and a rapidly changing employment market, accounting has been in the hot seat, but not a good one.
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ashley francis: ai’s a partner, not a replacement | the disruptors
don’t be a vending machine for tax compliance.
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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the disruptors
with liz farr
ashley francis wants accountants to value their time and expertise. “i want accountants to stop thinking of themselves as just vending machines for tax knowledge and vending machines for tax compliance,” she says. “i’m not the default. you put a quarter in me, and i’m going to spit out an answer.”
more podcasts and videos: richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |
on linkedin, and formerly on twitter, francis is well-known for generously sharing her expertise in trust and estate accounting and taxation, areas in which many accountants lack knowledge. many firms designate someone as the “trust person” simply because they’ve done it once before, but this specialized area requires deep expertise.
how empowerment boosts your firm and team
bonus: turn your clients into loyal fans.
by alan anderson, cpa
transforming audit for the future
“if you’re afraid to fail, then you’re probably going to fail.” – kobe bryant
i do a lot of work with firms to help them improve their project management, where everything is color-coded as red, green or yellow, depending on how the project is going. frequently what i initially see is that everything is green for weeks on end, but still no nearer completion.
more by alan anderson
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my instinct tells me that those projects that were green four weeks ago really weren’t green then. but out of fear of retribution, the staff were all afraid to tell the partner that something wasn’t going as well as expected. it takes about three to four weeks before people start being sincere about the job status.
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ten tips for attracting talent | listicle
steve yoss: financial forecasting find | quick tech talk
predict future cash flows effortlessly.
quick tech talk
with steve yoss
cpe today
new attitudes spell new opportunities in estate planning
is the american postmortem dream dead or just drifting?
by 卡塔尔世界杯常规比赛时间 research
in an unsettling shift, the old american dream of hard work leading to opportunity and financial advancement is fading into history.
more: what struggling small businesses need | five ways to head off reluctant leadership | big growth coming for client advisory services | scams getting more sophisticated | you need capable successors for a seamless transition | mark koziel: the future of the profession | gear up for growth | america’s running short of financial advisors | maybe the pipeline problem is technology
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sixty percent of americans are abandoning the traditional value system as younger generations prioritize “personal fulfillment, social impact and even digital legacy over traditional wealth accumulation,” according to trust & will, an online estate planning firm.
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tax advisory: new pathway to financial freedom
five kpis to measure success.
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jackie meyer, cpa, ctc, msa, is president and founder of meyer tax consulting llc, taxplaniq, and concierge accountant coaching programs in southlake, texas. she offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in qbo. |
by jackie meyer
the holistic guide to wealth management
revenue growth isn’t just a metric; it’s at the heart of financial well-being for financial professionals and their clients. when a firm grows its revenue, the balance sheet isn’t the only thing that benefits. it enables the firm to invest in advanced technologies and education, to offer more comprehensive services, to fulfill philanthropic goals and to attract top-tier talent. expanding revenue also benefits the firm’s clients by availing them of more strategic advice, faster response times and ultimately, a more secure financial future.
more: raise your rates to change your clientele | pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | profile of a modern firm: putting the vision into practice | what multiples mean to accounting firms | why cpas are best positioned to become financial advisors | introducing you to a fulfilling return on relationships
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according to an american psychological association’s stress in america survey, money worries and inflation have raised our collective stress to the highest level since 2015. financial stress is detrimental to mental health and leads to higher rates of anxiety, depression and other mental health issues.
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jim bourke: keep your edge | accounting influencers
“embrace change and keep filling your tool belt with the best technology out there.”
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accounting influencers
with rob brown
jim bourke, a recognized leader in accounting technology and a partner at withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the accounting influencers podcast. with decades of experience advising firms on technology adoption, bourke discusses how artificial intelligence (ai), cloud computing, and regulatory changes are shaping the industry.
“the excitement around technology today is off the charts,” bourke states, highlighting how innovations like chatgpt have reignited enthusiasm for ai in accounting. just a year ago, ai was barely mentioned at major industry conferences. now, it is at the forefront of discussions as firms evaluate how automation can streamline audits, tax preparation, and client advisory services.
“ai is not here to take the accountant’s job away,” he clarifies. “it will allow them to focus on what they were trained to do—interpret results and advise clients—while letting the machines handle repetitive tasks.”
encourage desirable behaviors through metrics
three leading indicators for your firm to move toward.
by samantha mansfield
the saying, “we manage what we measure” is a phrase we have heard many times, but how often do we reflect on the way we manage those measurements?
more: five ways to head off reluctant leadership | you need capable successors for a seamless transition | generosity: the root of great leadership
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we use measurements and metrics daily in our personal and professional lives to achieve results. we use them to track progress and success, but what we may not realize is how much these measures influence our behaviors. as much as metrics can foster positive actions, they can also create bad ones, or even bad habits.
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remembering peter margaritis: applying the art of improv to accounting communication
‘everyone here is a superhero.’
by liz farr
matt dixon: how top rainmakers win clients | gear up for growth
doing great work may not be enough.
gear up for growth
with jean caragher
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