Results > White Paper: (21)
Monday, January 30, 2023 Mariner Wealth Advisors
What to Ask Your Business Owner ClientsMost business owners have most of their wealth tied up in their business. Asking the right questions can help your clients make the best decisions.
Friday, January 20, 2023 DST Advisory Group
IRS Warns Taxpayers on False ERC Claims: How this Could Affect your Research Tax Credit ClaimThis 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.
Friday, October 28, 2022 Thomson Reuters
Find Your Flow: 1040 Tax Workflow Best PracticesAre inefficient tax workflow processes costing your firm time, money, and its competitive edge? That is a question tax preparers should consider as an increasingly complex and tech-driven environment raises the stakes for a growing number of firms.
Saturday, October 15, 2022 BILL, LLC.
How to Strengthen Client Loyalty with Bill PayDone right, managing bill pay for your high-net-worth clients will make them happier and stickier.
Monday, October 10, 2022 BILL, LLC.
The Family Office Playbook for Evaluating New TechnologyPractical tips for identifying the most important technology needs of family offices and evaluating solutions.
Thursday, August 4, 2022 Dext
The Meteoric Rise of Digital CommerceThis whitepaper explores how accounting and tax firms can accelerate their clients’ growth by embracing the right kind of tech to minimize ‘busy work’, provide valuable business insights and become a trusted business partner.
Friday, June 10, 2022 Suralink
The Future of Technology in AccountingPredicting 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.
Wednesday, May 25, 2022 DST Advisory Group
The Research Tax Credit: An Underused Asset For ManufacturersThis 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.
Tuesday, April 5, 2022 SafeSend
Tax Season SurvivalAccounting 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.
Tuesday, March 15, 2022 DST Advisory Group
Dental Practices and the Research Tax CreditMany 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.
Wednesday, February 9, 2022 Dell Technologies
Leveraging Data to Achieve Better Business Outcomes, FasterThe Dell Technologies Digital Transformation Index reveals how to manage the data deluge and create new value for your organization.
Wednesday, December 15, 2021 Inflo