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eBook
Monday, March 31, 2025
SmartVault Accounting
A Guide for UltraTax CS Users
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.
White Paper
Monday, February 10, 2025
K1x, Inc
Tax Transformation Best Practices in Alternative Investments
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
Monday, January 27, 2025
K1x, Inc
Tax Compliance Best Practices for Tax Exempts
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
Wednesday, January 22, 2025
Blue J
Will AI Replace Tax Practitioners?
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
Thursday, January 16, 2025
Infinity Globus
The Ultimate Guide to Surviving Tax Season
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
Thursday, January 16, 2025
Infinity Globus
Tax Season Survival Guide for CPAs and Accounting Firms in 2025
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
Tuesday, January 14, 2025
K1x, Inc
Maximizing Revenue Opportunities
In today’s rapidly evolving business environment, tax preparers face mounting pressure to differentiate themselves, increase operational efficiency, and create new revenue streams.
Summary
Friday, August 9, 2024
AAA Impact Hub
Do Wealth Taxes Drive Firms to Increase Dividend Payouts?
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...
eBook
Wednesday, August 7, 2024
SmartVault Accounting
From Disorganization to $150k Savings: A Tax Firm Document Management Success Story
In this eBook, Eric L. Green, Esq., founder of the Tax Rep Network, shares his exact folder structure for IRS collections and audits. These folder structures maintain consistency, helping his firm save $150,000 annually in billable time.
Summary
Thursday, August 1, 2024
AAA Impact Hub
How Does Tax Timing Affect Spending in Retirement?
This study examines whether the timing of tax payments affects how retirees manage and consume their savings by investigating spending behavior during retirement. Specifically, it compares spending patterns between two types of retirement accounts...
Case Study
Tuesday, July 30, 2024
SmartVault Accounting
“We Doubled Our Client Base”: An Accounting Firm's Success Story
This is the story of how one firm doubled its client base, dramatically improved retention, and achieved the holy grail of the accounting world: making more money while working less.
eBook
Wednesday, July 3, 2024
FincenFetch For Accounting