Taxpayers Cautioned to Watch for Summertime Scams

The Internal Revenue Service recently issued a warning that tax-related scams continue across the nation even though the tax filing season has ended for most taxpayers. People should remain on alert to new and emerging schemes involving the tax system … Continued

24th Annual Meeting Takeaways

This year’s annual meeting was in Philadelphia, Pennsylvania. We had over 20 attendees including members, prospects and international guests attend the two-and-a-half-day conference. Below is a synopsis of the session highlights.

5 Post Busy Season Business Development Activities

Each year, tax season ends and we think about what’s next. Often, that means revisiting marketing and business development activities. While we believe you should continue marketing during tax season because it’s the very best time to grow your business, … Continued

The Power of Visuals in Your Content Strategy

We spend a substantial portion of our day consuming an incredible amount of content. We scroll, skim and forget; retaining only the most memorable information. Reflecting on our behavior provides insight as to how the content your firm produces is … Continued