Pulse of the Practice Will Hill
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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant topics you're all familiar with; leadership, client relationships, firm culture, staffing, technology, and much more!
Learn more about Practice Forward at http://tax.tr.com/practice-forward
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BOI
Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, as they have a part 2 discussion around the Beneficial Ownership Information (BOI) reporting rules and managing client information.
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First Partner Summit Experience of 2024
Paul and Mo have a discussion around their experience of the first Partner Summit in 2024! They recall some highlights from the event and how the mindset of many peers in the profession has shifted into understanding advisory and realizing value.
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The IRS Operating Plan for Audits
Paul and Mo have a discussion about the IRS ramping up its enforcement efforts and the operating plans for more audits. They also discuss initiatives that could be done to make sure clients have all their paperwork in order.
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Post Deadline Development
What do firms do after the April deadline? Other than maintenance work, do firms have a retrospective, staff development plan, key initiatives, etc.? In this week's episode, Paul and Mo discuss post deadline development and initiatives.
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Managing Stress During Deadlines
In this week's episode, Paul and Mo have a discussion around deadlines and the unnessary stress that it brings sometimes, and how to manage that between staff and clients.
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Relationiship Challenges
In this week's special episode… what makes it special you ask? They're on video! Paul talks about a common client relationship challenge when other professionals are involved in a transaction.