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When Does It End? Final Distributions and Wrapping Up the Trust

At some point, almost every trustee asks the same question: “Are we almost done?” You’ve gathered the documents, built the inventory, paid the bills.....
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Taxes and Trusts: What You Actually Need to File

By now, you’ve built your inventory and settled into the slower pace of the middle months. But while things feel quiet, tax deadlines are lining up in...
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Five Roles Small Businesses Might Be Missing as Black Friday Approaches

With Black Friday falling on Nov. 27, a remote hiring expert says businesses should start identifying gaps now rather than waiting for sales to increa...
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Most Gen Z Professionals Think Job Hopping Leads to Higher Pay

They're also motivated by stronger perks and benefits, career advancement opportunities and greater workplace flexibility.
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Five Checks Before a Small Business Should Send an Account to Collections

These five checks can help your client prepare a commercial account for referral and keep the records accurate afterward.
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Rising Sales Tax Rates Signal a New Era of Tax Volatility

Businesses are operating in an increasingly dynamic tax environment, where governments are not only adjusting rates but also expanding tax bases.
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Treasury, IRS Provide Guidance on Paid Family and Medical Leave Tax Credit

The One Big Beautiful Bill Act makes the tax credit permanent and expands eligibility and coverage for businesses offering paid family and medical lea...
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More Than Half of Americans Wanted to Quit Their Job While on Vacation, New Survey Reveals

Vacation isn’t just helping Americans recharge, it’s making many question whether they want to return to work at all.
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Inventory, Assets, and the Waiting Game

You've made it through the first 30 days as trustee, and realized there is more to the job than you expected.
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How Local CPA Firms Can Boost Business by Building a Strong Digital Presence

This matters because most prospects will vet you quietly before they ever reach out, and 96% of prospects research firms online.
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Seven Form 990 Red Flags CPAs Should Not Ignore

A difference in wording is not necessarily a problem. Yet at the same time, a material change in purpose or activity may be.
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Stop Being the Highest-Paid Employee at Your Own Firm

Here is the ugly truth we need to address: you aren't raising your fees fast enough, and it is entirely because you are focused on the wrong things.
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5 Tips to Build a Healthy Money Mindset and Grow Your Finances

For busy households, consistency matters more than perfection because small wins stack up fast.
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Report Suggests 40% of Workers Have Used AI to Make Fake Expense Receipts

The report found that employees are using AI tools to commit expense fraud, and they’re using AI tools paid for by their employer to do so.
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4 Steps to Get Ahead of Higher Taxes

Most taxpayers do not proactively plan ahead on taxes for the next year. Having a CPA assist before the end of the year can result in a strategy to mi...
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