Practitioners must exercise awareness of how their tax-related social media and other online posts may implicate professional standards.
Marketing
Ethical considerations of e-business for practitioners
Social media and cloud computing create more challenges for CPAs to protect client information from unauthorized disclosures and to avoid making false or misleading claims about their services —
violations that could even be buried in webpage metadata.
How to Add a New Specialty to Your Practice
By developing expertise in a new practice area, a CPA can increase income and become a more well-rounded professional.
Tax Season Business Development
Tax season presents an opportunity to interact with current and prospective clients at a time when interest in the firm and its services is at its peak.
If You Ask, They Will Buy: Selling Additional Services to Existing Tax Clients
Why tax pracitioners should engage in cross-selling, or selling new or complementary services to a firm’s existing clients.
employee benefits & pensions
Profits interests: The most tax-efficient equity grant to employees
By granting them a profits interest, entities taxed as partnerships can reward employees with equity. Mistakes, however, could cause challenges from taxing authorities.