Professional Services

A smarter way to manage R&D credit claims before the October 15th deadline. Research and development (R&D) credit reporting has evolved from a routine task into a strategic priority for...

When someone close to us passes away, sorting through the financial side can feel overwhelming. The good news is most people don’t need to stress about inheritance tax — at...

TO READ THE FULL ARTICLE Continue reading your article with a CPA Trendlines Pro membership. Posted on September 7, 2025 Rory Henry About the AuthorRory Henry is the author of...

Business partnerships often begin with shared goals and mutual trust. Family members, friends, co-workers or a combination form the business to chase the American Dream. But as companies grow and...

Capturing and commanding customer attention when they’re constantly overloaded with content is like wishing for snow in summer. It’s rare but not impossible. And this rarity is what makes video...

I’m no designer. Sure, I dabble in Canva and can whip up a quick event invite when I need to. But when it comes to pulling together a full ebook...

Recent tariff developments between the U.S. and China, India, the EU, Canada, Mexico, Japan, and Brazil. Highlights Mexico and China are on a 90-day tariff hike pause until October 29...

July 2025 update: 1099-K threshold increasedAfter the passage of the One Big Beautiful Bill (OBBB), the 1099-K reporting threshold has returned to $20,000 in payments and at least 200 transactions...

Choose leadership over management. By Anthony ZeccaLeading from the Edge One of the biggest obstacles to a firm realizing its potential, its partners and staff realizing their potential, and a...

From signature product features to distinctly recognizable colors, brands today are embracing (and protecting!) non-traditional trademarks to stand apart from the competition and to stay relevant in a rapidly changing business landscape. A...