tax season faceplant: accountants overrun by late chaos
technology and the economy threw some wrenches into the mix.
by 卡塔尔世界杯常规比赛时间 research
special
art werner: are your clients throwing money away? | quick tax tip
without the right strategy, even the best intentions can go to waste.
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quick tax tip
with art werner
cpe today
charitable giving can be a powerful tool for clients seeking tax advantages and for ensuring their donations are used wisely. yet, many clients—and even some professionals—remain unaware of one of the most accessible vehicles for achieving these goals: donor-advised funds.
“the average client has no idea that a donor-advised fund exists,” werner says. “and if i, as a professional, am not aware of a technique, i probably won’t use it — not because i’m afraid of it, but because i’m ignorant of the ability to utilize it.”
refunds up 5% as tax returns top 100 million
tax professionals still edge out diyers.
by beth bellor
as the tax season slipped into april, the number of individual income tax returns filed topped 100 million.
more: tax pros rev up filing pace as diyers lag | tax returns nearly match 2024 rates | tax pros edge diyers in e-filings | tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
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the internal revenue service had received 101.4 million returns as of april 4, the latest data available, down 0.4 percent from the same period in 2024. it had processed 100.3 million returns, up 0.2 percent.
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start pondering next tax season now
take what you’ve learned and make your practice better.
by frank stitely
the relentless cpa
please have a seat. no, not that one. take the one next to me. all of us are here because we love you to death. we only want the best for you. but we can no longer stand by and watch you suffer. when you suffer, we all suffer as a family. we have written some letters to let you know how we feel. i’ll let your firm go first.
more by frank stitely
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“your behavior has affected me negatively in the following manner. i’m not as profitable as i should be. you are stifling the development of your staff. your clients are upset that returns aren’t getting done on time. your kids resemble the mailman more than you.
“please accept the help we are offering you today. we have your bags packed, and we’ll put you on a plane to rehab at the beach. don’t worry about scoring your next fix. we’ll help you detox safely. but you must decide right now. you must give up your addiction to doing everything yourself.”
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six proven principles for proposal acceptance
also: seven things not to do.
by martin bissett
business development on a budget
dave kersting: collaborate with co-firming | the disruptors
expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence.
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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the disruptors
with liz farr
dave kersting, founder and ceo of capovario, is disrupting the status quo firm structure by introducing co-firming. while he and tanya schulte, owner of the profit constructors, started on the co-firming path in a contractor-subcontractor relationship, they quickly realized they wanted more. “…we want to win together, and we want to lose together,” kersting recalls.
more podcasts and videos: ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |
co-firming brings multiple specialized firms together to serve clients collaboratively rather than competitively. as kersting explains, “what the client gets out of that is experts in the field, all working on the same client to make that client’s journey better. again, it’s winning together, losing together.”
this model isn’t about subcontracting work but creating a unified team of specialists. with 11 firms now working together, “we kind of do look at ourselves as like this big super firm, a super firm, that we’re all team. we’re all one big, ginormous team,” says kersting.
david spence: build a tax-free retirement | the concierge cpa
explore the rising threat of national debt, future tax hikes, and how americans can prepare.
this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
the u.s. is hurtling toward an economic reckoning, and most americans are dangerously unprepared. that’s the warning delivered in the latest episode of the concierge cpa podcast, where host jackie meyer sits down with financial planning expert david spence, cpa, cfp, clu, pfs, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.
spence’s message is clear: history shows that skyrocketing national debt leads to one inevitable outcome—higher taxes. “after world war ii, with debt at 120% of gdp, top tax rates soared to 94%,” spence explains. “today, we’re at 130% of gdp, and we’re already paying massive interest on our debt—more than we spend on defense.”
ten tips for turning tax prep into year-round services | listicle
accountants turn negative amid tariffs, trade, uncertainty
survey respondents aren’t shy about placing blame.
by 卡塔尔世界杯常规比赛时间 research
join the survey. get the results.
quantifying the value of an advisor
three p’s for helping investors make rational decisions.
by rory henry
the holistic guide to wealth management
malcolm forbes liked to say, “advice is more fun to give than to receive.” but the right advice in the right framework can be invaluable. and sometimes, the best advice you’ll ever receive is what prevents you from engaging in harmful behaviors.
more: subscriptions beat aum and hourly fees for wealth management | tax advisory services: a pathway to greater financial freedom | raise your rates to change your clientele | pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision
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michael dijoseph, cfa, a senior strategist at vanguard investment advisory research center, has spent a large portion of his career studying how financial advisors advise clients, how they can get better at providing advice and how we can measure the value of advice because these days, everyone from salesclerks at the mall to nasa rocket consultants seem to have the word “advisor” attached to their job title. more on that in a minute.
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hannah munro: leading change in vuca | accounting influencers
“if you think change is hard, try not changing and see what happens.”
sponsored by “holistic guide to wealth management: the science behind integrating services with the human side of behavioral financial advice,”
by rory henry – see today’s special offer
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accounting influencers
with rob brown
in part one of this accounting influencers podcast, special guest hannah munro, managing director of transformation consultancy with itas and host of the cfo 4.0 podcast, joins the conversation to unpack the realities of change and transformation in today’s volatile world.
munro makes one thing clear: change is no longer a future event to plan for—it is the present reality.
“transformation is a journey, not a one-step process,” munro says. “it’s about becoming comfortable in that vuca environment—volatile, uncertain, complex, and ambiguous—and building a skill set to navigate it.”
align your processes with your goals
nine ways to measure client experience.
by hitendra patil
client accounting services: the definitive success guide
if you were to define how your firm is different in three sentences, what would those three sentences be?
write them down. read those the next day and judge for yourself if your competitors can say the same three sentences to differentiate their firms. if yes, you will see why this is a significant challenge for your firm’s growth aspirations.
more by hitendra patil
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the classic equation of “people, process and technology” defining differentiation from the competition is somewhat flawed in accounting. by its very nature, accounting is about doing exceptionally well-defined work that follows clear laws and regulations. most firms have employees certified in similar lines of education and specialization. technology solutions for accountants are highly mature now.
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expert panel: secrets to staying relevant | gear up for growth
hall of fame leaders share the lessons, mistakes, and trends shaping the future of firm growth.
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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gear up for growth 
with jean caragher
for 卡塔尔世界杯常规比赛时间
in a special episode of gear up for growth, four hall of fame members from the association for accounting marketing (aam) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders.
host jean caragher, president of capstone marketing, is joined by brian falony, retired accounting marketing executive; allan koltin, ceo of koltin consulting group and facilitator; mitchell reno, principal and director of client experience at rehmann; and michelle river, ceo of fore, llc.
gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here
together, they look back at how the profession has transformed over 35 years—and look ahead to what firms must do to survive and thrive in a radically different marketplace. read more →