It's a challenging time for tax professionals.


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Taxation is a vast and complex field that intersects with nearly every aspect of business and personal finance, making it a key area for CPAs and tax professionals. The topics within taxation that draw significant attention from CPAs reflect the ever-changing nature of tax laws, the intricacies of various tax jurisdictions, and the strategic importance of tax planning and compliance.

The complexities of tax preparation, planning, and compliance have increased geometrically.

Tax topics that CPAs track are IRS Tax Reform; International Taxation; State and Local Taxation (SALT); Taxation of Digital Economies; Tax Credits and Incentives; Estate and Gift Tax Planning; Tax Controversy and Dispute Resolution; Pass-Through Entities and Sole Proprietorships; Retirement Planning and Taxation; Tax Technology and Automation; and Environmental, Social, and Governance (ESG) Tax Implications.

Staying current with the range of taxation topics enables CPAs to provide valuable advice to their clients, helping them to navigate the complexities of tax planning and compliance effectively. Here are some recent insights and actionable intelligence from CPA Trendlines Tax Influentials.

Ed Mendlowitz on Seven Benefits of Tax Comparison Schedules

Frank Stitely,  The Relentless CPA  on Stop Non-Tax Season Service Requests

Ed Mendlowitz Tax: The Procedural Checklists Your Firm Needs

Frank Stitely on Get Clients to Bring Tax Docs Early ... Yes, EARLY

Sandi Smith Leyva offers Beyond Compliance: Six Tips for Adding Value

Frank Stitely’s  3 Rules for Asking Great Tax-Return Questions

Frank Stitely says Don’t Let Clients Dictate Tax Workflow

Ed Mendlowitz Nine Tax Season Resources That Get Forgotten

Eric L. Green on What I Wish Clients Knew about Tax Liens

Ed Mendlowitz offers Questions for After Tax Season

Ed Mendlowitz’s Three Ways to Improve Tax Returns

Ed Mendlowitz Tax Review Procedures Are Your Quality Control

Sarah Johnson Dobek gives Five Post-Tax Season Growth Ideas

Ed Mendlowitz says Tax Follow-Up Worksheets Can Mean More Revenue

CPA Trendlines Research on Tax Pros Offer Advice for Small Businesses

Christopher Hayden on Your Tax Season Success Plan Starts Here, Now

Ed Mendlowitz’s 21 Reasons Tax Clients Fire Accountants

Ed Mendlowitz on  The Tax Effects of Buying or Selling a Business

CPA Trendlines Research:  Can’t IRS Tax Pro Accounts Do More?

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