Arvori
1099-K Reporting Threshold Changes: What CPAs Need to Know for 2025 and Beyond The 1099-K reporting threshold is dropping in phases from $20,000 to $600 — the l
SALT Cap at $40,000: How OBBBA Changes the State Tax Deduction for Your Clients The One Big Beautiful Bill Act OBBBA raised the SALT deduction cap from $10,000
Trump Accounts MAGA Accounts: CPA Guide to the New OBBBA Savings Vehicle The One Big Beautiful Bill Act OBBBA created a new federal savings account for children
Employer Childcare Tax Credit Under OBBBA: What CPAs and Insurance Brokers Need to Know The One Big Beautiful Bill Act OBBBA significantly expanded the IRC §45F
CPA–Insurance Broker Referral Fee Sharing: What's Legal, What's Not, and Compliant Alternatives CPAs and insurance brokers refer clients to each other constantl
The Best Niches for a Small CPA Firm: How to Specialize and Command Premium Fees The most consistently profitable small CPA firms in the country share one trait
Inheritance vs. Gift: Tax Implications CPAs Must Know for Client Advice Neither a gift nor an inheritance triggers federal income tax for the recipient at the m
How the IRS DIF Score Works: What CPAs Need to Know About Return Selection The IRS does not audit randomly. Every Form 1040, 1120-S, and 1065 filed electronical
How to Onboard a New CPA Client: Engagement Letter Best Practices and Intake Process The most expensive CPA client is often one who was never properly onboarded
How CPAs Build Referral Partnerships with Attorneys, Insurance Brokers, and Financial Advisors The highest-quality new clients a CPA firm receives come from pro