766 search results for mendlowitz

four issues with ‘quick’ tax questions

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businessman is dialing phone for advicesometimes things aren’t so simple.

by ed mendlowitz
tax season opportunity guide

i keep a few of the one-volume tax guides in my office so i could look up a quick answer when i need to. recently a golf buddy emailed me a question that i thought i could answer quickly. he wanted to know that if he was in the “zero” percent capital gains tax bracket, did that apply to an unlimited amount of capital gains? sounds like a simple question.

more: when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions | get your team ready for tax season | 12 ways to squeeze fun into tax season
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well i looked it up online and then in three one-volume tax guides. only one source had thorough coverage of the issue. i ended up spending an hour on this “simple” question including my emailed response. nothing is simple anymore.
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how to become a specialist

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woman's hand pressing words "ask an expert"some of your training can happen on the job.

by ed mendlowitz
call me before you do anything: the art of accounting

once you decide upon a specialization, you need to go about making yourself an expert. read, join professional associations, take focused cpe, and try to write articles or give speeches. accountants who are industry experts become industry thought leaders.

more: success secrets in specialties | making sure the son got proper credit | yes, shirt logos can matter | 10 more reasons cpas quit public accounting | family trees of clients
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some specialties require obtaining designations or certificates of completion that require study and time – an investment you and the firm would have to make. there is no easy path to growing and establishing expertise, but it is a joyful ride.
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when to pick up the phone this tax season

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businessman talking on phone in the officepersonal touches help retain clients.

by ed mendlowitz
tax season opportunity guide

clients are not numbers on a list that needs to be reduced. they are all individuals and consider themselves very important people and want professionals who treat them accordingly.

more: these five procedures will simplify your tax season | 11 steps to better client tax instructions | get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
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it is attitudinal and accountants must adopt that mindset and transmit that through to their culture. so you need to know when it’s essential to pick up the phone.

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we’re honored

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…ed kless, senior director of partner development and strategy, sage • ed mendlowitz, emeritus partner, withumsmith+brown • erik asgeirsson, president and ceo, cpa.com • gale crosley, president and founder, crosley+co….

these five procedures will simplify your tax season

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man talking to woman with checklistof course, this includes checklists.

by ed mendlowitz
tax season opportunity guide

one way to guarantee extra work is to have everything always done differently each time it is done.

more: 11 steps to better client tax instructions | get your team ready for tax season
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not establishing uniform procedures is bad business and unnecessarily consumes part of your life. consistency in performance reduces work and review time and creates a greater reliance on the staff people.
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11 steps to better client tax instructions

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help them help you.

by ed mendlowitz
tax season opportunity guide

providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

more: get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
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sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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get your team ready for tax season

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happy multi-ethnic business team with thumbs up in the officethree steps to a happier grind.

by ed mendlowitz
tax season opportunity guide

if you have staff, have happy cheerful helpful people. don’t surround yourself with downers and naysayers.

more: 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
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also have team players. part of this is your firm’s culture. it takes work to get people to work together and to focus on doing what it takes to service the client fully, properly and timely.  everyone working together gets it done.
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