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Results > White Paper: (17)

White Paper
Amortization of Section 174 Research Expenses in 2022
Tuesday, May 2, 2023 DST Advisory Group This white paper discusses the impact of the amortization of 174 research expenses. While there is still hope that a retroactive change can take place, we discuss steps tax payers should take in order to prepare.
White Paper
Why Qualified Activities Should Drive Identification of Qualified Expenses
Tuesday, April 4, 2023 DST Advisory Group This white paper discusses how the standard approach for identifying qualified research expenses can result in under-claimed Research Tax Credits.
White Paper
IRS Warns Taxpayers on False ERC Claims: How this Could Affect your Research Tax Credit Claim
Friday, January 20, 2023 DST Advisory Group This white paper discusses the rise in fraudulent ERC claims and its impact on other tax provisions and benefits. Learn how you can help protect your claims.
White Paper
How to Strengthen Client Loyalty with Bill Pay
Saturday, October 15, 2022 BILL, LLC. Done right, managing bill pay for your high-net-worth clients will make them happier and stickier.
White Paper
The Family Office Playbook for Evaluating New Technology
Monday, October 10, 2022 BILL, LLC. Practical tips for identifying the most important technology needs of family offices and evaluating solutions.
White Paper
The Future of Technology in Accounting
Friday, June 10, 2022 Suralink Predicting how your firm’s needs and client needs will change in the next five to ten years can be tricky. This white paper will help you review the factors involved when choosing between buying an API software solution or building your own.
White Paper
The Research Tax Credit: An Underused Asset For Manufacturers
Wednesday, May 25, 2022 DST Advisory Group This white paper explores the research tax credit and manufacturers. It will help you understand how your manufacturing clients may qualify for the credit even if they are not creating new products.
White Paper
Tax Season Survival
Tuesday, April 5, 2022 SafeSend Accounting professionals know that the tax season brings a heavier workload to all involved. Learn the ways to combat the negative side effects of the busy season, both physically and mentally, throughout the first quarter of the year and beyond.
White Paper
Dental Practices and the Research Tax Credit
Tuesday, March 15, 2022 DST Advisory Group Many dental practices and manufacturers may qualify for the research tax credit. This white paper will help identify opportunities for your dental clients to get the tax credit they deserve.
White Paper
Digitalization and Innovation in Auditing Solutions
Wednesday, December 15, 2021 Inflo Download this exclusive white paper to learn how firms have successfully adopted Digital Audit tools and what they are ultimately doing to implement a full Digital Audit process.
White Paper
Evolving Your Remote Audit Practices with Technology to Keep Pace in a Changing World
Thursday, September 16, 2021 Suralink Learn 10 best practices that show how you can create a modern and flexible technology-based audit practice that results in greater efficiencies and more satisfied clients.
White Paper
The Three A’s of Paperless Organizers: Automate, Accommodate, Acclimate
Thursday, September 16, 2021 SafeSend Client organizers are one of the largest paper-based processes in the tax engagement life cycle, but the transition to go totally paperless can been admittedly slow. Learn about the profession’s first digital and FILLABLE client organizers.