CPA Resource Blog
Michael S. Winslow, CPA, on Trust and Influence
In a recent blog, Michael S. Winslow (CPA/PFS) shares a story about a long-time client who comes to him seeking advice on his daughter’s college enrollment. Surprisingly, the client is not asking financial questions, but rather questions about college choice and possible…
Recent Tax Court Decision Changes the IRA Game
For the approximately 50 million American households who hold one or more individual retirement accounts (IRA), a recent court decision is being called a major game-changer. The Tax Court’s decision in Bobrow vs Commissioner states that taxpayers are allowed only one tax-free,…
Take Mobile Productivity to the Next Level
Mobile technology has given us all better ways to live and work productively. For CPAs, using the right phone or tablet applications can make work easier, faster, and more convenient than ever. The following five apps are some of the favorites…
Use Networking to Grow Your Practice
For years, your training as a CPA may have centered upon the intricacies of the tax code or mathematical calculations. Not the most socially engaging of topics! So when the time comes to grow your practice through networking, it’s normal to feel…