#StudioExchanges
For those of you who prepare individual (1040) returns, how do you typically handle delinquent or chronically non-responsive client accounts? Specifically: How long do you keep these clients on your active list? We will tag any that go over 120 ...
Hi all, I'm looking to gather some insight and best practices. For those of you who prepare individual (1040) returns, how do you typically handle delinquent or chronically non-responsive client accounts? Specifically: How long do you ...
Hi! We actually just had a system installed. They used Legrand ceiling drop in ceiling speakers - evenly across the office ceiling (looks just like the air vents). Those are connected to PowerAmp speaker system which we then control from an iPad (we use ...
I would love to be part of this group if it's not too late. We just implemented this Jan 1st and so I know I still have a lot to learn. Thanks everyone! ------------------------------ Brittany Amacher TD Consulting Group, PC Milwaukie OR (503) 786-7320 ...
Any Michigan Ultra Tax users out there available for a phone call related to the new Michigan decoupling and how that is being calculated/treated in Fixed Assets and Ultra Tax, as well as how it is flowing through on pass-through entities? It would ...
Either the content you're seeking doesn't exist or it requires proper authentication before viewing.
Registration is now OPEN for Connections 2026! Click here to register now.
For our LinkedIn friends: Help us spread the word by sharing our recent announcement. Click here to view the post and share.
See you in SLC!
The 2026 CPAFMA Technology Survey is closing today, and this is your last chance to participate. As firm technology continues to evolve at a rapid pace, it’s more important than ever for all members to share what tools you’re using, what’s working, and where you’re headed next.
Your responses help us:
📌 If you have already completed the survey, thank you — and please feel free to disregard this reminder.
Otherwise, please take a few minutes today to complete the survey and make sure your firm’s voice is included.
The November New Member Exchange has been rescheduled to Tuesday, December 2nd at 3:30 pm ET.
The New Member Exchange is for new CPAFMA Members to virtually network and learn more about their membership benefits.
This event is optional, but we hope that you join us! New Members received a calendar invite. Please RSVP for effective scheduling.
New Members, we will see you next week!
Join us for a three-part CPAFMA HR Webinar Series, featuring presenters Sandra Wiley (Boomer Consulting), Tamera Loerzel (ConvergenceCoaching), and Amy Boston (threology). Each high-impact, one-hour session will dive into essential HR topics like hiring strategies, recruitment best practices, and emerging 2025 workforce trends—all designed to help your firm stay ahead in today’s competitive talent landscape.
Earn CPE credit while gaining actionable insights you can implement right away.Choose to register for the full series or select individual webinars that best fit your needs.
Elevate your HR game—reserve your spot today!
Join CPAFMA's track at the AICPA ENGAGE 2025 Conference, held in Las Vegas this June. What’s on the horizon for the profession? That’s the multimillion-dollar question, and it’s what our thought leaders think about nonstop.
Tap into their answers, insights and forecasts during CPAFMA CONNECTIONS2025 (formerly known as CPAFMA’s National Practice Management Conference). You’ll learn precise next steps to push your business forward and emerge as an indispensable part of your firm’s practice management.