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White Paper
How Firms Can Leverage This Past Busy Season
Tuesday, May 13, 2025 SafeSend Your workflows, tech gaps, and stress points are still fresh. This guide helps you turn that knowledge into action before the next tax season hits. Learn how leading firms are assessing pain points, embracing AI, and building smarter processes.
Guide
How to Actually Take Care of Yourself During Busy Season
Tuesday, April 22, 2025 SafeSend Tax season doesn’t have to mean burnout. This guide offers strategies to help CPAs reduce stress, stay focused, and keep their energy up. From nutrition tips to automation, it’s everything you need to survive tax season and feel better through it.
Infographic
The Mental Health Wake-Up Call for Accounting Firms
Thursday, April 10, 2025 SafeSend Stress and burnout are hitting accounting pros harder than ever. This infographic brings together industry stats that reveal the toll tax season takes on mental health and what firms can do about it. Download it, share it, and start the conversation your team might need most.
eBook
A Guide for UltraTax CS Users
Monday, March 31, 2025 SmartVault Accounting Learn how to enhance your UltraTax CS investment and create a more efficient, secure, and profitable future with tools outside of the Thomson Reuters® ecosystem.
Guide
Busy Season Survival Guide for Tax
Tuesday, March 18, 2025 SafeSend Busy season brings long hours, tight deadlines, and nonstop pressure. This guide breaks down five common challenges and shares simple, proven ways to reduce stress, protect your team’s energy, and stay sharp with help from music, laughter, streamlined systems, and automation.
White Paper
Tax Transformation Best Practices in Alternative Investments
Monday, February 10, 2025 K1x, Inc The K-1 season can significantly strain resources, with over 50% of K-1 aggregation work occurring within a compressed three-month period. This white paper tackles the critical elements of people, process, and technology.
White Paper
Tax Compliance Best Practices for Tax Exempts
Monday, January 27, 2025 K1x, Inc Stay informed, stay compliant, and lead your organization to success with the best practices outlined in our definitive guide on tax compliance for tax-exempts.
White Paper
Will AI Replace Tax Practitioners?
Wednesday, January 22, 2025 Blue J As AI continues to advance, more and more sectors are embracing the technology. In this whitepaper, we address the anxieties tax professionals can feel around these advancements and provide a path forward to thrive when working alongside AI.
Infographic
The Ultimate Guide to Surviving Tax Season
Thursday, January 16, 2025 Infinity Globus Managing the tax season rush is a challenge for any accounting firm, but with a partner like Infinity Globus it's not just a task but an opportunity to excel.
Guide
Tax Season Survival Guide for CPAs and Accounting Firms in 2025
Thursday, January 16, 2025 Infinity Globus The tax season is upon us and accounting firms owners should be applying these tips to not only survive but thrive during the busy tax season.
White Paper
Maximizing Revenue Opportunities
Tuesday, January 14, 2025 K1x, Inc In today’s rapidly evolving business environment, tax preparers face mounting pressure to differentiate themselves, increase operational efficiency, and create new revenue streams.
Summary
Do Wealth Taxes Drive Firms to Increase Dividend Payouts?
Friday, August 9, 2024 AAA Impact Hub A “wealth tax” like those currently levied in several European countries and being debated in the United States, is considered a recurrent annual tax on individual or household net wealth. The study examines the effect of individual wealth taxes on the...