today's features

werner: what the “big beautiful bill” really means for salt deductions | quick tax tip

salt changes may not be as sweet as clients think.

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quick tax tip
with art werner
cpe today

tax guru art werner doesn’t pull punches—and when it comes to the state and local tax (salt) deduction limits in the proposed “big beautiful bill,” he’s sounding the alarm for tax pros across the country.

“this was the one area under the tax cuts and jobs act that had the most screaming going on,” werner says, referencing the uproar he witnessed during live lectures in high-tax states like new york and california. “they were really angry.”

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while early rumors suggested the salt cap might rise dramatically—perhaps even to $40,000—the current proposal sets the limit at $30,000 for married filing jointly and $15,000 for married filing separately, tripling the current $10,000 cap. that might sound like a win… until you read the fine print.

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marketing success in ten steps

tracking your interactions is key.

by august aquila
max: maximize productivity, profitability and client retention

if you recently passed the cpa exam, bar or other professional designation, congratulations. you put a lot of work and time into learning about the technical aspect of your profession.

more by august j. aquila
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unfortunately, what they didn’t teach you is how to build a professional practice, gain clients and understand client needs. these talents are just as important as being a good auditor, tax consultant or management consultant.
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standardized practices empower your firm

six steps to take.

by jody padar
radical pricing – by the radical cpa

the accounting profession will never resemble an automotive production line, perhaps for no other reason than we don’t look good in steel-toed boots. we’ll never be widget producers and, from my viewpoint, that’s a good thing. however, our position among the professional class shouldn’t blind us to the benefits of standardizing many of our services.

more by jody padar
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anyone who has been an accountant for any length of time has certainly seen enough to eliminate the need to reinvent the wheel every time they start a new engagement. an entire firm has even more institutional knowledge to draw from. you can develop reliable and repeatable recipes for different services and deliverables by capturing this institutional knowledge. this is standardization, and it makes your service offerings more efficient, cheaper, consistent and predictable – all good business practices. you’ll be able to predict with better accuracy the time frames required for new projects, and you’ll be able to scope out exactly what will be required to bring the project to a successful conclusion. read more →

how to craft the best kpis

businessman smiling while looking at tablet

how will the data be used?

by ed mendlowitz
77 ways to wow!

key performance indicators (kpis) are shortcuts and tools to give managers a quick grasp of essential activities enabling greater control. whether a manager runs a business, not-for-profit, governmental unit, department or a small group, kpis can help the manager be more effective, achieve goals and better serve customers, stakeholders or others relying on the organization.

more by ed mendlowitz
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managers need to develop the kpis that will help them the most. this development should be based on what they are doing now (with some tweaking) so they get four or five numbers daily that will not take more than three minutes to absorb, assess and activate changes, if necessary. transparency and sharing the kpis will also draw team members into the process.
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bailey: communicate culture with clarity| move like this

as language evolves, clarity and authenticity are more important than ever.

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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in this episode of move like this, host bonnie buol ruszczyk welcomes cass bailey, ceo of slice communications, for an insightful discussion on how firms—especially those in professional services—can effectively communicate their organizational values in a way that resonates in today’s polarized environment. with deep experience in public relations, crisis management, and employee communication, bailey offers guidance for navigating sensitive topics while maintaining alignment between internal culture and external brand.

more move

bailey opens the conversation by sharing slice communications’ journey from a traditional pr firm into a strategic communications agency. today, her team helps businesses manage both their public reputation and internal messaging, especially when facing scrutiny around workforce practices and company culture.
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