Building a tax business Archives

How to Optimize Your Book of Business Post-Tax Season

Explore three essential strategies you can pursue post-tax season to optimize your book of business.

Man and Woman Sitting on Black Wooden Chairs

Tax Advisor Weekly – June 23, 2025

This week’s Tax Advisor News Roundup covers major state tax changes and emerging questions around online sports betting revenue. Plus, the IRS faces staffing cuts, and the AICPA offers key policy recommendations.

Ways to Integrate AI into Your Tax Practice

Discover how to integrate AI into your tax practice for improved efficiency and greater business growth.

Mature business people discussing business strategy

Tax Advisor Weekly – June 9, 2025

This week we cover state beer taxes reach 40% of retail prices, the Senate confirms a new IRS commissioner, SALT deduction debates continue, and a proposed education credit raises concerns over donor incentives.

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Explore the causes of the U.S. tax talent shortage, effective acquisition strategies, and how platforms like Harness can help firms bridge the gap.

U.S. State Tax Changes: Adapting Your Tax Practice to New Regulations [Updated for 2025]

The key 2025 state tax changes. Understand rate cuts, flat tax transitions, business tax updates – how to adapt your practice.

Tax Advisor Weekly – May 9, 2025

This week, we examine analyses on SALT deductions, TCJA provisions, HSA contribution limits, and more

Tax Practice Succession Planning: A Strategic Guide

Expert guidance on tax practice succession planning: internal transfers, external sales, technology modernization, and timing your smooth exit.

Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Understand the TCJA sunset and its impact on clients. Explore the key tax changes and planning strategies for 2026.

Businessman working on computers in the office

Tax Advisor Weekly – May 2, 2025

This week: Most Americans fear outliving their money more than death, estate planning tips for business founders, Trump floats using tariffs to cut taxes, key Roth IRA conversion factors, and an IRS reminder to check your withholdings post-Tax Day.