Get comfortable with tax uncertainty to be a true advisor
Summer means it’s time for our second tax check-in for our business customers… Have you talked to your small business owners yet? This year with…
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Keeping up with tax law changes
Do you feel overwhelmed with all the new tax law changes that happen in December under Tax Cuts and Jobs Act of 2017? Do you…
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Post tax season document collection review
Have you come up for air after tax season? Well, we all know that we really can’t breathe until after June 1st because everything that…
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Talking Firm Administration and Culture at CCH Connections User Conference
Late October means the weather is getting cooler, the leaves have changed colors, and the 15th has passed. It also means the CCH Connections User…
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The Firm Administrator: Your Unsung Hero
Hear! Hear! for Admin Team Support! Do you have a digital firm administrator or admin team? Do you give him or her all the credit they…
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What Does the Tax Firm of the Future Look Like?
What does the tax firm of the future look like? Let me put it to you this way: I have some strong and extreme ideas.…
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Talent and Succession: Technology to the Rescue
In today’s world, you can’t look at any business issue without acknowledging the role technology plays. This is true for businesses across industry and it…
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Moving to the Cloud: Are you Still on the Fence?
You must know by now cloud technology is one of my favorite topics of conversation. I mean, I talk about it all the time! I…
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Get out of town… And start learning!
You won’t find me in the office right now. It’s off season, a.k.a. conference season for me. I’m out and about. Are you? Have you thought about where you’ll…
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Renewing CCH Axcess is an easy choice
It’s time for CCH Axcess Renewal. It’s a no brainer for me that we are going to be renewing CCH Axcess. But the question is: Are…
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