3 Tips for Effectively Marketing Your Firm
Retaining existing clients and recruiting new clients are driving factors when it comes to maintaining and growing your business. Since…
Bipartisan Budget Act: The Ins and Outs of Social Security Planning
Congress’s Bipartisan Budget Act was enacted in November. As a result, two strategies for Social Security planning are no longer…
Updates, Get Your Updates: Federal Tax Changes for 2015
The end of the year has arrived, and April is only a few months away. As tax season approaches, getting…
Financial Planning for 2016
With the holidays rapidly approaching, it’s time for wrapping up year-end finances and charting a financial plan for the new…
The Need to Know About Divorce-Related Financial Issues
While studies show that divorce rates are steadily declining in the United States, research reflects that almost half of all…
How to Boost Your Client Service Model
In Surgent's latest blog, learn more about how to sell your services to prospective clients while continuing to nurture relationships…
How to Work With Different Personalities
Surgent’s blog discussing helpful ways to work with diverse environments in a productive work place.
5 Desired Traits of Entry-Level Auditors
Surgent’s blog, 5 Desired Traits of Entry-Level Auditors, discusses the characteristics needed to become successful as a tax professional.
What You Should Know About the Internet Tax Freedom Act
The Internet Tax Freedom Act (ITFA) was enacted by Congress and signed by President Bill Clinton in 1998 with the…
Federal Perkins Loan Program Expires
Federal Perkins Loan Program expired in September. As a result, many students will have to take a different approach to…