Resource Library

Join Roman H. Kepczyk, CPA.CITP, PAFM as he reviews the results of CPAFMA’s 2023 Digitally Driven Firm Survey. He’ll cover the CPA technology being used by firms, deconstructing the data you need to ensure your firm is on the cutting edge with respect to accounting firm technology and helping you determine how your firm compares to others when it comes to being a digitally driven firm.

Join national tax experts attorney Eric Green, Esq, founder of Tax Rep Network, Mitchell Gerstein, CPA, PFS, MST and senior tax advisor at Isdaner & Company, LLC, and Gene Marks, CPA and Small Business Advisor for Right Networks as they discuss the various strategies for minimizing both your individual and company’s tax expenditures for 2022 and position for lowering your taxes in 2023.

Dealing with cryptocurrency when preparing clients’ taxes can be a minefield for your firm. Learn what your firm needs to do to manage crypto effectively.

The challenges of working with the IRS persist and have now drawn the attention of Congress, which has responded with the largest increase in funding for the IRS ever. Tax Rep Network’s Eric Green, their former National Taxpayer Advocate Nina Olson, and Gene Marks, CPA, small business advisor for Right Networks, will review what the new funding means, what issues in dealing with the IRS are likely to persist and what to do about them.

Join CPA and journalist Gene Marks as he discusses cashflow management techniques business owners can apply now, based on the latest trends, technologies, best practices and strategies implemented by smart business managers. Discover how these tips for managing cashflow can help you grow your business and build reserves that will see you through to future growth.

In a discussion moderated by Gene Marks, CPA and author for Right Networks, attorney Eric Green, founder of Tax Rep Network, and Nikki C. Johnson, Executive Director, Headquarters Collection at Internal Revenue Service, will discuss the latest IRS red flags and requirements for the upcoming tax season.

As the busy year-end approaches and tax season waits in the wings, it’s critical to ensure your accounting firm is following the IRS guidelines for securing data to not only protect your firms’ data but your clients’ data as well. Hear directly from IRS executives and industry thought leaders to learn to create a plan to satisfy the FTC’s Safeguard Rule for PTIN holders and implement the “Security Six” recommendations in your firm.

Roman Kepczyk, Director of Firm Technology Strategy, Right Networks, delves into the Right Networks 2022 post-tax season survey to discover which issues gave firms the most trouble last tax season and how firms can prepare to make this season better.

With deepfakes and uber-sophisticated hacking schemes on the rise, cyberthreats have never been greater. Protection from hackers is critical on three fronts: in the cloud, on your local devices and with your employees. Make sure your staff is aware of cybersecurity threats so they are prepared to prevent phishing attacks and mitigate social engineering threats.