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Results > Audit and Assurance: (14)

Research / Report
IRS Makes Dramatic Change to ACA Filing
Friday, March 17, 2023 American Fidelity Recently issued, Section 2301 of the Taxpayer First Act will dramatically expand electronic filing rules. Learn what this means for employers seeking to file the required ACA forms for their 2023 tax year (hint: the process will be much more involved.)
Guide
2023 Guide to ACA Compliance
Monday, November 14, 2022 American Fidelity Did you know the IRS is set to get billions to spend on enforcement activity, including enforcement of the Affordable Care Act (ACA)? Download this free guide which provides insight and tips for helping your clients renew their focus on ACA compliance.
Guide
Shifting Your Mindset: How to Grow and Scale a Modern Accounting Firm
Tuesday, October 25, 2022 BILL A guidebook of industry-leading innovation from the accounting profession’s most successful entrepreneurs.
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.
Guide
Growing Your Firm Like a Pro
Wednesday, October 12, 2022 BILL Download our free guide to learn valuable insights and best practices from the accounting profession’s most progressive thinkers and doers.
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.
Guide
How to Set and Land High Prices
Wednesday, June 29, 2022 Ignition Download this free tried, true and tested framework guide that you can use in your own firm to not only set high prices but also land those deals.
Case Study
Case Study: How One Firm Streamlined their Request List Process
Friday, April 1, 2022 Suralink Not all time consuming tasks can be easily automated. This case study details one rapidly growing accounting and tax firm's solution to successfully streamline time consuming processes.
On-Demand Webinar
Insight on IRS Guidance for Filing R&D Tax Credits, Tax Treatment of R&D Expenses & More
Monday, March 28, 2022 Tri-Merit Randy Crabtree, host of "The Unique CPA" and John Kapral from Tri-Merit Specialty Tax Professionals discuss the recently released and complex IRS guidance on filing Research and Development tax credits. Watch this insightful video now.
Guide
8-Point Checklist for Selecting the Right R&D Tax Credit Partner
Wednesday, March 9, 2022 Tri-Merit The complexity involved in R&D tax credit studies requires providers with the right credentials. Learn how to have confidence in who you trust to advise your clients with this 8-point checklist.
Guide
How Restaurants Can Find Relief with the Employee Retention Credit (ERC)
Thursday, February 17, 2022 Tri-Merit See how one restaurant found relief from the pandemic’s governmental restrictions and closures with the utilization of the Employee Retention Credit (ERC).
eBook
Five Ways a PBC Solution Simplifies and Streamlines Busy Season
Monday, January 10, 2022 Suralink Learn how the right software can make even the most overwhelming season more streamlined, more efficient and less busy.