No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Sunday, February 22, 2026
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home IRS & Taxes

7 Strategies for Firm Efficiency

by TheAdviserMagazine
5 months ago
in IRS & Taxes
Reading Time: 2 mins read
A A
7 Strategies for Firm Efficiency
Share on FacebookShare on TwitterShare on LInkedIn


Speakers:

Whitney - webinar 1

You have practice management software, but are you actually getting the efficiency you paid for?

Join us for a conversation with operation leaders Ashley Fontenot and Whitney Kisner as they share 7 strategies any firm can use to boost efficiency.

Whether you’re looking to optimize a system you’ve used for years or just beginning your practice management journey, this is a conversation you won’t want to miss!

What You’ll Learn:

How to centralize client data and reduce time spent searching for information
How to automate admin tasks and simplify workflows
How to improve client communication and transparency with client portals and automated reminders
How to leverage data insights to make smarter, more profitable business decisions
…and so much more!



Source link

Tags: EfficiencyfirmStrategies
ShareTweetShare
Previous Post

2 Tech Gems to Buy Despite AI Bubble Fears

Next Post

8 of the Best Ways to Earn Passive Income

Related Posts

edit post
When the IRS Levies Estate Property, Whose Fight is it? – Houston Tax Attorneys

When the IRS Levies Estate Property, Whose Fight is it? – Houston Tax Attorneys

by TheAdviserMagazine
February 21, 2026
0

When a taxpayer dies with unresolved IRS issues—unpaid taxes, disputed levies, or unrefunded overpayments—the family often assumes that whoever inherits...

edit post
I Sold Stocks this Year. Do I Pay Tax on the Whole Sale?

I Sold Stocks this Year. Do I Pay Tax on the Whole Sale?

by TheAdviserMagazine
February 20, 2026
0

Key takeaways You only pay tax on the profits earned from investments sold. Make sure to deduct any commissions and...

edit post
What the Supreme Court tariff ruling means for global trade

What the Supreme Court tariff ruling means for global trade

by TheAdviserMagazine
February 20, 2026
0

SCOTUS strikes down tariffs in new ruling Highlights Supreme Court ruled IEEPA does not authorize presidential tariff imposition on imports....

edit post
Supreme Court Trump Tariffs Ruling: Analysis

Supreme Court Trump Tariffs Ruling: Analysis

by TheAdviserMagazine
February 20, 2026
0

On Friday, February 20, 2026, the Supreme Court ruled against President Trump’s use of the International Emergency Economic Powers Act...

edit post
Alternative Tobacco Product Taxes | ATP Taxation

Alternative Tobacco Product Taxes | ATP Taxation

by TheAdviserMagazine
February 19, 2026
0

Nicotine consumers have many options available for purchase in 2026. In an industry once dominated by combustible cigarettes, new products...

edit post
Guide to Tax Form 1099-A

Guide to Tax Form 1099-A

by TheAdviserMagazine
February 19, 2026
0

Form 1099-A typically lands in your lap after a foreclosure or when your property securing a debt was repossessed or...

Next Post
edit post
8 of the Best Ways to Earn Passive Income

8 of the Best Ways to Earn Passive Income

edit post
11 Free Things That Used to Cost Us Money

11 Free Things That Used to Cost Us Money

  • Trending
  • Comments
  • Latest
edit post
Medicare Fraud In California – 2.5% Of The Population Accounts For 18% Of NATIONWIDE Healthcare Spending

Medicare Fraud In California – 2.5% Of The Population Accounts For 18% Of NATIONWIDE Healthcare Spending

February 3, 2026
edit post
North Carolina Updates How Wills Can Be Stored

North Carolina Updates How Wills Can Be Stored

February 10, 2026
edit post
Gasoline-starved California is turning to fuel from the Bahamas

Gasoline-starved California is turning to fuel from the Bahamas

February 15, 2026
edit post
Where Is My 2025 Oregon State Tax Refund

Where Is My 2025 Oregon State Tax Refund

February 13, 2026
edit post
2025 Delaware State Tax Refund – DE Tax Brackets

2025 Delaware State Tax Refund – DE Tax Brackets

February 16, 2026
edit post
Key Nevada legislator says lawmakers will push for independent audit of altered public record in Nevada OSHA’s Boring Company inspection 

Key Nevada legislator says lawmakers will push for independent audit of altered public record in Nevada OSHA’s Boring Company inspection 

February 4, 2026
edit post
Trump Orders Temporary 10% Global Tariff to Replace Duties Struck Down by US Supreme Court

Trump Orders Temporary 10% Global Tariff to Replace Duties Struck Down by US Supreme Court

0
edit post
10 quiet things people stop doing in their 60s that their family barely notices — but each one is a small surrender of the life they imagined and by the time anyone realizes what happened the person they used to be has already left the room

10 quiet things people stop doing in their 60s that their family barely notices — but each one is a small surrender of the life they imagined and by the time anyone realizes what happened the person they used to be has already left the room

0
edit post
1 Stock to Buy, 1 Stock to Sell This Week: Nvidia, Intuit

1 Stock to Buy, 1 Stock to Sell This Week: Nvidia, Intuit

0
edit post
What Documents Do I Need to File My Taxes? 

What Documents Do I Need to File My Taxes? 

0
edit post
The Senate and the Loss of “Mixed Government”

The Senate and the Loss of “Mixed Government”

0
edit post
Will Coinbase Crash or Rally in Feb 2026?

Will Coinbase Crash or Rally in Feb 2026?

0
edit post
9 Utility Discount Programs Seniors Lose Automatically If They Don’t Re-Enroll

9 Utility Discount Programs Seniors Lose Automatically If They Don’t Re-Enroll

February 22, 2026
edit post
Will Coinbase Crash or Rally in Feb 2026?

Will Coinbase Crash or Rally in Feb 2026?

February 22, 2026
edit post
10 quiet things people stop doing in their 60s that their family barely notices — but each one is a small surrender of the life they imagined and by the time anyone realizes what happened the person they used to be has already left the room

10 quiet things people stop doing in their 60s that their family barely notices — but each one is a small surrender of the life they imagined and by the time anyone realizes what happened the person they used to be has already left the room

February 22, 2026
edit post
Bitcoin bulls could walk into a  billion liquidation trap as Bank of America warns multiples are about to compress

Bitcoin bulls could walk into a $1 billion liquidation trap as Bank of America warns multiples are about to compress

February 22, 2026
edit post
5 Car Insurance Clauses Costing Seniors Thousands Without Realizing It

5 Car Insurance Clauses Costing Seniors Thousands Without Realizing It

February 22, 2026
edit post
Older adults are heading back to school and represent the ‘new majority student’

Older adults are heading back to school and represent the ‘new majority student’

February 22, 2026
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • 9 Utility Discount Programs Seniors Lose Automatically If They Don’t Re-Enroll
  • Will Coinbase Crash or Rally in Feb 2026?
  • 10 quiet things people stop doing in their 60s that their family barely notices — but each one is a small surrender of the life they imagined and by the time anyone realizes what happened the person they used to be has already left the room
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.