Savvy investors and real estate developers were excited when the Tax Cuts and Jobs Act was passed for a few reasons but one big one was the creation of “Opportunity Zones” (OZs). Opportunity Zones were created to spur economic growth in lower income communities by incentivizing businesses (in a big way) to invest. What is […]
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Working Virtually: IRS Tips to Keep Client Data Safe
At the beginning of the pandemic, almost every aspect of life was switched to online platforms including all things finance, accounting, and taxes. Six months later, we’re still performing several services remotely and cybersecurity especially is a concern most tax preparers and taxpayers have. Over the past few weeks, the IRS has released several statements […]
Commemorating Women’s Equality: Notable Women in the Industry
100 years ago the 19th amendment was ratified, giving women the civil right to vote. The year 1920 went down in history as a huge stepping stone for women’s equality and inspired American women to dream big and accomplish more. To commemorate this incredible feat, we want to honor a few of the women in […]
Video: Surgent’s top networking tips for Meet the Firms events
Ryan Hirsch, Director of Market Development for Universities at Surgent, gives his top networking tips at University of Central Florida’s Meet the Firms event. If you’re trying to get an internship or a full-time job and you’re attending Meet the Firms events, Ryan suggests that you come prepared. Research the companies who will be attending […]
Grow Your Company With An Advisory Board
“No man is an island; entire of himself…” This famous line written in 1624 by English poet John Donne is still sage advice for anyone, especially an entrepreneur. If you’re satisfied being an independent contractor compensated directly in proportion to your services rendered, you won’t need a board. But if you want to build a […]
Tax Office Operations Manual – PDF Download
This comprehensive manual outlines effective company policies and procedures and communicates them to your employees and clients. Help your staff understand your company’s philosophy to increase consistency in your operations. Includes an editable Word file and forms template so you may customize the manual for your own business needs.n TAX OFFICE OPERATIONS CONTENTS: n n […]
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Ways to Unplug After Tax Season [COVID Edition]
The extended tax season is finally over! While most people in the industry use this time to take a vacation and travel, that’s becoming a bit of a challenge during COVID times. Pandemic or not, if you’ve been knee deep in tax returns while navigating PPP loans and other COVID related items, you owe it […]
AICPA extends CPA Exam testing in India
As many of you may remember, the AICPA launched a CPA Exam pilot in India on June 1. The AICPA has since announced that they are expanding testing within this pilot to Dec. 31, after more than 650 candidates have sat for the CPA Exam and more than 1,000 have registered for September. Candidates in […]
5 Benefits to Earning Your CISA Certification
It’s no secret that technology has become a larger part of our lives; consequently, the use of tech and information systems has grown exponentially in the business world. If working with IT appeals to you, and you love to explore and learn new things, becoming a Certified Information Systems Auditor (CISA) might be a great […]