Results > tax: (36)
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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.
Guide
Tuesday, March 25, 2025
AICPA Member Insurance Programs for CalCPA
Navigating the Client Lifecycle: Strategies for Success at Every Stage
Discover how to fuel growth, profitability, and sustainability while mitigating risks with our eBook, "Navigating the Client Lifecycle." Learn essential protocols to ensure your clients align with your firm's strategic goals and risk tolerance, positioning your firm for long-term success and reduced liability.
White Paper
Tuesday, March 25, 2025
Intuit
Supercharge Your Tax Firm with Client-Focused Advisory Services
Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner
Guide
Monday, March 3, 2025
Fisher Retirement Solutions
Tax Savings Strategies for Businesses
Utilize retirement plans to further minimize taxes for business owners and reduce tax liability while turbo-charging retirement savings.
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
Thursday, February 6, 2025
Intuit
Transform Your Tax Workflow: 5+ Proven Strategies to Eliminate Low-Value Tasks
What’s the real cost of low-value work in your firm? It’s more than wasted time—it’s lost revenue, talent burnout, and missed growth opportunities.
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.
eBook
Wednesday, January 15, 2025
Keeper
Master 1099 Management Year-Round
A practical guide for year-round 1099 management. Brush up on the latest requirements for 2025, learn time-saving tactics, and explore strategies you can implement TODAY for efficient 1099 management.
White Paper
Tuesday, January 14, 2025
K1x, Inc
