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The licensing debate; IRIS AWOL; donating crypto; and other highlights from our favorite tax bloggers.
January 24 -
Referrals remain a key way to find clients, particularly as more and more practitioners are retiring.
January 12 -
There are several ways that firms and their thought leaders can increase online visibility and off-page search engine results.
December 14 -
A role that once squarely focused on financial performance management now includes ever-growing operational responsibilities.
December 13Notified -
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The new rule has a profound impact on advisor use of testimonials, performance advertising, and compensation for referrals.
November 23Arrowroot Family Office -
Plus, Bill.com changes branding to just 'Bill'; AltExchange releases Tax Center solution for alternative investments; and other news and updates from the accounting technology world.
October 14 -
Once you complete the steps outlined below, you'll have a clear picture of what your website needs, and how to move forward with your lead-boosting upgrades.
October 12Hinge -
PPP misrepresentation; rebuilding clients' basis; what you're doing wrong; and other highlights from our favorite tax bloggers.
October 11 -
Paying a firm's retirees; email, text and your clients; when the IRS says wrong; and other highlights from our favorite tax bloggers.
September 27