June 29, 2017

It's June, 2017, and you still are trying to figure out why you never received your refunds for tax years 2012, 2013, 2014, 2015 or 2016? Did we(tax professionals) do something wrong? Most clients and the general public would be quick to pass judgement. Let's be clear,...

June 16, 2017

How Do Different Generations of Clients Think?

People value money differently. This confounds many people. Your client assumes waving a large upfront bonus will get someone to leave their current firm and work for you. Sometimes it doesn’t work. Your children may spend...

June 14, 2017

The research credit is back in good graces and might be even better than ever.

When Congress permanently extended the credit as part of the Protecting Americans from Tax Hikes Act (PATH) of 2015, it included a new option for qualified startup companies to offset payrol...

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