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Archive for the 'Practice Management' Category

Hot Topics Lunch n’ Learn – Super Seminar 2017

Don’t miss the Fraud and Identity Theft Hot Topics Lunch ‘n Learn, where you’ll enjoy a meal with your peers, hear the latest from IRS Stakeholder Liaison, and earn one hour.. read more

How to Handle a Data Breach

Posted on February 8th, 2017 · Posted in Breaking News, Industry News, Latest Updates, Practice Management

2/8/17 – Tax season has begun, and tax professionals are increasingly being targeted by identity thieves. Return preparers must be vigilant for suspicious activity, since a thief who breaches the.. read more

IRS Alert: Monitor Your PTIN and EFIN

Posted on August 12th, 2016 · Posted in Breaking News, Industry News, Latest Updates, Practice Management

Given the proliferation of phishing schemes targeting tax professionals, return preparers should monitor the usage of their Preparer Tax Identification Number (PTIN) and Electronic Filing Identification Number (EFIN). PTINs –.. read more

Mission Chapter Members Team Up with SJSU

Posted on April 29th, 2016 · Posted in CSEA Society News, Practice Management

4/29/16 – Mission Chapter Members Torie Charvez, EA and Randy Warshawsky, EA will be speaking on the theme, “Navigating Taxes with New Economy Clients,” at the fourth annual IRS/SJSU Small.. read more

Use of Generic Questionnaires – Barbara D. Willingham, EA

Posted on July 24th, 2015 · Posted in Practice Management

When I first read the United States Tax Court case of Scott M. Eriksen, Et Al (Petitioners) v. Commissioner of Internal Revenue (Respondent), I wasn’t much interested in it. It appeared.. read more

Accountants Professional Liability Coverage

Posted on May 18th, 2015 · Posted in Practice Management

Understanding What It Is and How and When to Report Claims As an accounting and tax professional, and with your additional level of technical and professional expertise provided as an.. read more