When interpreting the tax code and regulations, the IRS often elevates form over substance. And nowhere is this more true — or dangerous — than in the substantiation requirements for charitable deductions. As one taxpayer recently learned the hard…
A lot of the advice we give accounting firms revolves around websites, social media platforms other strategies to create and maintain a digital presence. Your firm would be unwise to ignore these tools as a critical component of your overall…
The following includes excerpts, reproduced with permission, from a blog entry by Marc Rosenberg. In it, Rosenberg summarizes key takeaways from a recent talk by Greg Burbach, managing partner of Honkamp Krueger in Dubuque, Iowa. Client relationships…
As marketers, we constantly encourage accounting firms to create and share case studies and testimonials based on their work with clients. These are powerful tools that let readers picture themselves as clients of the firm and get a real sense of the…
