Practice Management Completing your WISP for PTIN renewal In this article by Jonathan Young at SmartVault, find out more about what should be included in a Written Information Security Plan, a requirement to renew your PTIN. Practice Management Why you should care about green cloud computing The shift to cloud computing has reshaped the way we manage sensitive financial data and operational workflows, offering streamlined processes and a more secure way of handling client data. Tax Law and News December 2024 tax and compliance deadlines December is a very festive time for family and friends, with lots of reasons to celebrate. While merriment is taking place, don't forget about these important deadlines, and be sure to pass this list to your clients. Tax Law and News Boo! Extension season horror stories From tax nightmares to deadlines gone wrong, brace yourself for truly scary stories from several tax pros. Tax Law and News Tax relief for victims of Hurricane Milton Get continuous updates on IRS filing deadline extensions due to natural disaster in the United States and its territories. Advisory Services 7 Intuit® Tax Advisor updates Get a list of 7 new features and improvements for Intuit® Tax Advisor, a tax planning tool that integrates with Intuit ProConnect™ Tax and Lacerte® Tax. IRS News View All IRS News Tax Law and News Tax benefits: Accommodations for people with disabiliti… Tax Law and News Tax relief for victims of Hurricane Milton Tax Law and News How to renew your PTIN Tax Law and News Tax issues related to online crowdfunding Tax Law and News Educator Expense Deduction offsets classroom costs Tax Law and News Guidance on credit for sequestration of carbon oxide Tax Law and News IRS aims to close tax loopholes for wealthy Tax Law and News Tax checklist for newlywed clients Practice Management View All Practice Management Practice Management Consultant spotlight: Ahmed Lotfy Practice Management Consultant spotlight: Jorge Guadalupe Pacheco Tarango Practice Management Consultant spotlight: Kim Gallahan-Clayton Practice Management Completing your WISP for PTIN renewal Practice Management Consultant Spotlight: John Trammell Practice Management Why you should care about green cloud computing Practice Management Consultant spotlight: Steven G. Practice Management Consultant spotlight: Jonathan Lovitt Client Relationships View All Client Relationships Client Relationships Handling complex client scenarios Client Relationships I like it when my clients … Client Relationships How to disengage clients right after tax season Client Relationships How to communicate large tax bills to your clients Client Relationships Protection Plus: Peace of mind for notice resolutions Client Relationships Ignition’s new report helps you deal with awkward… Client Relationships 15 marketing tools to retain your clients Client Relationships How to talk to your clients about retirement Videos 00:16 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:16 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:16 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:16 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:16 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 01:01 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:31 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:31 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:31 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:32 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:16 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:16 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 00:16 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 01:01 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… TRAINING VIDEOS Featured Webinars Join Intuit and industry experts to expand your expertise while earning CPE and CE credits. Learn at your own pace with both live and recorded webinar training. Webinars Technology and Your Clients: Dec. 19 Webinars Escalating IRS Correspondence: Dec. 17 Webinars Intuit Hosting Hacks: Dec. 18 Webinars 5 Tips to Automate Tax Season: Dec. 17 Webinars SafeSend + Intuit = Engagement: Dec. 10 Webinars What’s New in ProConnect: Dec. 10 Webinars Get Paid for All Your Work: Nov. 21 Webinars Shifting to Hybrid and Remote: Nov. 20 Want to have tax updates, tips on offering advisory services, and more sent to your inbox? Subscribe now to be notified of new posts by email. Email Address Subscribe Key Tools Artículos en Español Whitepapers and Guides Meet our Recent Authors Eric Green, Esq. Eleanore Steinle, CPA, MBA Bob Wang Nadia Rodriguez, CPA Terrell A. Turner, CPA Rory Henry, CFP®, BFA Christine Nicholson Jim Buffington, CPA Lisa Greene-Lewis Dominique Molina, CPA, MST, CPS Sean M. Duncan, CPA Ibi Ojo, EA