What Does Success Really Look Like?

There is a very large misconception around what defines a successful program or initiative. We focus so much on the ROI number that we forget to look at the many other factors that impact growth in the organization. Some of … Continued

Back-to-School Education Tax Credits

If you, your spouse or a dependent are heading off to college in the fall, some of your costs may save you money at tax time. You may be able to claim a tax credit on your federal tax return. … Continued

Students, Parents, Schools: Be Aware of Back-to-School Scams

The Internal Revenue Service warns taxpayers against telephone scammers targeting students and parents during the back-to-school season and demanding payments for non-existent taxes, such as the “Federal Student Tax.” Be on the lookout for IRS impersonators calling students and demanding … Continued

Vacation Home Rental Tips

If you rent a home to others, you usually must report the rental income on your tax return. However, you may not have to report the rent you get if the rental period is short and you also use the … Continued

Understanding Your IRS Notice or Letter

You filed your taxes and now you get a letter from the IRS.  What should you do? According to the IRS your notice or letter will explain the reason for the contact and give you instructions on how to handle … Continued

Do You Have a Crisis Communication Plan?

All organizations are susceptible to crises, including accounting firms. Normally, when business owners think about the effects of a disaster they envision large catastrophic disasters that affect an entire region. The truth is, there are many types of disasters that … Continued

23rd Annual Meeting Takeaways

This year’s annual meeting was in San Diego, California. We had over 35 members and prospects attend the meeting, including three members from our international affiliate, Auditrust. Below is a quick summary. M&A The merger and acquisition scene isn’t slowing … Continued