CPAFMA Happenings and Latest News - Page 55
Post 2014 Conference Review and 2014 Conference Preview
I wanted to personally thank everyone who was able to attend this year’s conference in San Diego. It was wonderful to connect with so many practice management professionals in such an awesome location! Although it has been a milder than usual summer here in Texas, the San Diego weather was a breath of fresh air for me.I also wanted to share some of the feedback received from the conference attendees. Of those attending who completed ...
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Spotlight: Ronda Lawson, AAAPM
Ronda Lawson, AAAPMDirector of OperationsThe Henry Levy GroupOakland, California (hometown: Castro Valley, California)How I got into accounting/firm administration: My career has been focused on professional services firms, including architecture, electrical engineering, and legal. When I accepted a position with BDO USA, LLP as their San Francisco office administrator, I wanted to understand more about the accounting field.
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Shared Tools: Step 2 from You Are the Value
Firm Administrators can incorporate this excerpt from Leo Pusateri's workshop into the firm's next partner retreat. This segment provides practical strategies to help partners and firm managers build meaningful and lasting relationships with clients. It leads to discovery on what makes the firm valuable and different from other CPA firms. Step 2: What Do You Do? from Leo Pusateri's presentation "You Are the Value"Video: Step 2 What Do You ...
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Association Member Discount on 2014-2015 Tax Planning Guides
We are pleased to tell you about a 15% association member discount that Thomson Reuters is offering to AAA member CPA firms on its PDI Global 2014-2015 Tax Planning Guide products. Available in print and electronic formats, these content marketing tools give you a proven way to build brand awareness and position your firm as a thought leader, so you can nourish clients, generate leads and grow your tax practice. Combine several ...
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Important Circular 230 Guidance: Should I Drop My Disclaimer?
Last month, the Internal Revenue Service announced new rules regarding Circular 230 disclaimers. While the Treasury and the IRS expect that these amendments will eliminate the use of a Circular 230 disclaimer in email and other documents, from a professional liability standpoint it may be prudent to continue use of a revised disclaimer. What's a tax professional to do? Read more and access additional resources from AAA member, NAPLIA.
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