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Latest Blog & Articles
Complying with the Safeguards Rule for information security
Evolving technology has created the need for advanced regulations regarding the safeguarding of customer data. In 2021, the Federal Trade...
Conflicts of interest: A practical approach for small firms
Tax practitioners are required by both the AICPA Code of Professional Conduct and Treasury Circular 230, Regulations Governing Practice...
Best practices for engagement letters, POAs, and tax return extensions
Provide clarity and avoid scope creep with a carefully drafted engagement letter This discussion focuses on how and why to use engagement...