today's features

koebnick: freedom from federal taxes? the tribal credit that’s sparking fireworks | the concierge cpa

advisors are learning how a federally registered tribal credit could mean big tax savings and big tax controversy.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

update: this episode was originally recorded in early 2025 and appears here as part of the 卡塔尔世界杯常规比赛时间 special independence week series. please be advised that the tribal tax credit is currently under increased scrutiny by the irs, with concerns about potential misuse and fraudulent claims. the perspectives shared in this episode reflect the understanding at the time of recording and do not align with the most recent regulatory guidance or enforcement actions. listeners are strongly encouraged to consult a qualified tax advisor and review the latest irs guidance before considering any strategies discussed herein. 

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

as americans celebrate independence, a lesser-known federal tax credit tied to native american tribal negotiations is offering its own version of financial freedom—up to 40 percent off federal tax liability, no clawbacks, and five years to use it.

more jackie meyer

on this special independence week episode of the concierge cpa show, host jackie meyer, cpa, sits down with chad koebnick, vice president of specialized tax services at nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory.

“this is one of those once-in-a-decade strategies,” says meyer. “but it’s new, and with that comes skepticism. that’s why we brought in chad to break it all down.”

read more →

ten ways to thank a client | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

don’t neglect to thank your clients. they are your bread and butter, your best sales reps, your raison d’être. a token of appreciation goes a long way to foster goodwill, keep customers satisfied and, indirectly, secure new business.

more listicles here

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

here are 10 thoughtful ways to keep them thinking well of you.

read more →

brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients

a hobbled agency could have trouble meeting revenue goals and basic taxpayer services.

taxpayer advocate collins: “significant challenges.”

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service is reeling from massive trump administration staffing cuts, which have left the agency knee-capped with nearly 26,500 fewer employees, raising red flags for tax professionals about service quality, enforcement consistency and case resolution delays.

more tax | what to watch in the one big beautiful bill | quick tax tipirs’s big annual report: already out of date as agency grapples with chaos and cutsbusy season barometer stats: who’s responding and how they’re doingaccountants reporting a pretty good yeartax season faceplant: accountants overrun by late chaos

the irs has lost 25.9 percent of its workforce since jan. 25, 2025, with headcount dropping from 102,113 to 75,702 as of june 4, 2025. most of the cuts come from voluntary separation incentives rather than layoffs, according to the national taxpayer advocate 2026 objectives report to congress.

yet, the result is the same: fewer agents, auditors, and call center staff, just as tax complexity and demand for support are expected to increase.

read more →

johnston: private equity, shady vendors, and broken software | accounting influencers

“we’ve got a real problem. and no easy fix.”

sponsored by max: maximize productivity, profitability, and client retention by august j. aquila  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

accounting influencers
with rob brown

the accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. in this episode of accounting influencers, veteran tech strategist randy johnston, shareholder at k2 enterprises, reveals the hard truths behind the changing operational and technological landscape of accounting firms.

more accounting influencers with rob brown

johnston, who has advised thousands of firms across four decades, shares what he’s hearing behind closed doors at events like aicpa engage. from ai hysteria to private equity overreach, the most alarming trend is clear: “we’re seeing the erosion of what made accounting firms trusted advisors in the first place.”

read more →

intuit fires back with agentic ai after xero nabs melio

in an escalating arms race, the general ledger is the new gateway to advisory.

intuit’s agentic ai team: cdo srivastava, cto balazs, ceo goodarzi

by rick telberg
卡塔尔世界杯常规比赛时间 research
cornerstone report

just a day or two after xero shook the accounting world with its $3 billion acquisition of b2b payments platform melio, intuit is launching its strategic salvo: a new suite of generative ai agents built into quickbooks.

see xero buys melio for $3 billion in race for ‘the active gl’ | more tech and fintech | more artificial intelligence | more cornerstone reports, in-depth data-driven analysis and commentary

the agents promise to automate payment reminders, reconcile bank transactions, forecast cash flow, and even draft client emails — all without human intervention.

the initiative is pivotal in the escalating arms race among accounting tech giants to dominate the general ledger. the general ledger is no longer just a recordkeeper in this rapidly transforming space. it’s becoming the operating system for every small business financial decision — and the battleground on which legacy players and startups are staking their futures.

read more →