Tax News
How to Shop for Bank Products at the Summer Trade Shows
Are you ready to make the most out of your upcoming summer trade show? Whether you’re looking for cutting-edge Taxpayer Advance Loans or other bank products, our networking advice will set you up for success. Here’s a step-by-step mini-guide to ensure you leave the trade show with valuable insights and meaningful connections. For this example, […]
START PLANNING YOUR SUMMER LEARNING EXPERIENCE
WITH THE TOP INDUSTRY TRADE SHOWS
IRS Nationwide Tax Forum
When and Where:
7/30 – 7/31 Orlando, FL @ Hilton Orlando
8/13 – 8/14 Baltimore, MD: @ Hilton Baltimore Inner Harbor, Hyatt Regency Baltimore Inner Harbor, and Sheraton Inner Harbor Hotel
8/20 – 8/21 Dallas, TX, @ Gaylord Texan Resort and Convention Center
9/10 – 9/11 San Diego, CA @ Town and Country Resort
Register to get your tickets!
How to Successfully Network at Summer Trade Shows
Networking is an invaluable skill, especially in the tax preparation industry where connections can open doors to new skill and growth opportunities. As you gear up for this summer’s key tax industry events—Latino Tax Fest, IRS Nationwide Tax Forum, and NATP Taxposium—here’s a seven tips to help you network successfully and make the most out […]
3 Summer Tax Preparer Continuing Education Opportunities
As soon as the tax season is in the books, the continuing education education, or CE credit, renewal process. Federal law requires all tax preparers to go through training before they can assist taxpayers during the next tax season. One of the easiest (and most fun!) ways to get the continuing tax education credits is […]
Update
Stimulus Payments – 12/30/2020
All Government EIP distributions (stimulus payments) will be sent directly to recipients from the IRS via check, direct deposit or prepaid card. We do not expect any of those payments to be sent to the EPS refund transfer accounts. If EIP payments are directed to a refund transfer account, we will communicate with the IRS and the IRS will send the payments directly to the recipient.
Our systems or call centers will not have any information regarding EIP payments. The best method of tracking an EIP payment from the IRS is through the IRS’ “Get my payment” website tool –
https://www.irs.gov/coronavirus/get-my-payment.
More information is available here:
https://www.irs.gov/newsroom/treasury-and-irs-begin-delivering-second-round-of-economic-impact-payments-to-millions-of-americans
2024 NATP TAXPOSIUM
July 22-24 at Walt Disney World Dolphin, Orlando, FL No matter where you are in your career, the NATP Taxposium sessions will guide you through today’s most critical tax issues using compelling real-life stories to present practical applications of tax laws. Here is what to expect: Choose from over 13 live sessions and earn up […]
Credit Card Processing: Why Contactless Payments are in Demand
The COVID-19 pandemic has disrupted our normal routines and has made a significant impact on consumers’ expectations and the way they interact with businesses. To thrive during these difficult times and emerge from the pandemic successfully, businesses must learn and understand the new habits of consumers and why they are choosing them. Consumers […]
What Tax Pros Should Know About Creating a Data Security Plan
Tax pros must create a written security plan to protect their clients’ data. In fact, the law requires them to make this plan. Creating a data security plan is one part of the new Taxes-Security-Together Checklist. The IRS and its Security Summit partners created this checklist. It helps tax professionals protect sensitive data in their […]
How to Build Trust in Communities
9 tips you can apply for deepening financial relationships Are you wondering how to build trust in communities, or better relationships with your customers overall? Trust is a simple business strategy that can increase your customer base as well as your bottom line, and it’s easy to start in your community. Here are 10 ideas […]