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Pulse of the Practice

Jun 18, 2024

Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, as they have a part 2 discussion around the Beneficial Ownership Information (BOI) reporting rules and managing client information. 


Jun 11, 2024

Paul and Mo have a discussion around their experience of the first Partner Summit in 2024! They recall some highlights from the event and how the mindset of many peers in the profession has shifted into understanding advisory and realizing value.  


May 21, 2024

Paul and Mo have a discussion about the IRS ramping up its enforcement efforts and the operating plans for more audits. They also discuss initiatives that could be done to make sure clients have all their paperwork in order. 


May 14, 2024

What do firms do after the April deadline? Other than maintenance work, do firms have a retrospective, staff development plan, key initiatives, etc.? In this week's episode, Paul and Mo discuss post deadline development and initiatives.  


Apr 30, 2024

In this week's episode, Paul and Mo have a discussion around deadlines and the unnessary stress that it brings sometimes, and how to manage that between staff and clients.