Tax & Accounting Blog

“Perception is reality.” A nationally-recognized forensic accountant told me that once. It stuck with me over the years because he was right. Reality truly is an illusion, and we – as human beings, as consumers, as students of life – create our own realities based on our perceptions. We believe what we perceive. What we … Read More

LinkedIn Groups are often overlooked hot spots for business development, relationship building and pipeline growth. As hubs designed for professionals in the same industry or with similar interests to connect, discuss ideas and find answers, these online networking cliques allow you to broaden your exposure to prospective clients outside your immediate sphere of influence. Actively … Read More

By Rebecca Newton-Clarke, J.D., Senior Editor, Checkpoint Catalyst This article first appeared in State & Local Tax Update, Thomson Reuters Checkpoint, 03/15/2018, and is the second installment in a special series dedicated to recent nexus developments. Last year, the Connecticut Department of Revenue Services sent requests for information to several large out-of-state internet sellers. The … Read More

(Spoiler alert: It’s all about the “ask”.) Whether you sell professional services to executives and high net worth individuals or widgets to consumers, it is absolutely vital to instantly establish and maintain a strong rapport with prospects. You have to get them to know, like and trust you. Quickly. You have to make an emotional connection. Bond … Read More

Tax-Related Identity Theft: Are You Prepared To Assist Your Client? This article was written by Trenda Hackett, Senior Technical Tax Editor at Thomson Reuters.  As we approach the 2018 filing season, chances are you will have a client that experience tax-related identity theft.  As your client’s tax professional and trusted advisor, it’s crucial to understand how this … Read More

Nexus Considerations: Navigating the “Kill Quill” Revolt This article is authored by Rebecca Newton-Clarke, J.D. (Senior Editor, Checkpoint Catalyst). It first appeared in Thomson Reuters Checkpoint State & Local Taxes Weekly, 1/22/18 (Volume 29, No. 4) and is the first in a special series of articles dedicated to recent nexus developments. The staid and technical … Read More