In the News: November 28, 2022

Cyber Monday deals, what firms should do to prepare for year-end and tax filing season, gift ideas, and Intuit pulling QuickBooks Desktop from the UK market and reaching into the small business tax preparation market. Read the latest news you need to know about heading into this week.

Last day to score great deals on Woodard membership and Scaling New Heights 2023

If you've been holding out on buying your ticket to Scaling New Heights 2023 in St. Louis, today is the lowest price you will get! You can save two ways during the sale: purchase your ticket to the conference for $120 off the regular price of $795, or sign up for a Woodard membership at any level and receive your ticket free! Membership includes access to all Woodard courses, an exclusive online community, participation in the members-only Town Hall webinars, a virtual learning library, and much more. Learn more...

Will your firm be security compliant going into 2023? Get ready with these resources

The IRS issued a filing season readiness checklist and other helpful resources this week to help practitioners get ready for the 2023 filing season. Recommended safety measures include adopting a firm-wide security and data theft plan, using multi-factor authentication to protect tax and other accounts, using virtual private networks (VPNs), and educating yourself and team to avoid phishing scams and attempts to steal EFINs and other sensitive data. Read more...

Don't forget to renew your PTIN by December 31, 2022

Bryon Cytron provided a good reminder for practitioners who prepare tax returns that preparer tax identification numbers (PTIN) are required before preparing returns. His article outlines the steps to apply for a new PTIN or complete the renewal process. Read more...

Gift ideas inspired by Google search data

Inc.com published an article by Jessica Stillman that gives you 20 gift ideas based on Google search data. This funny and innovative article attempts to connect the dots between people's Google search topics and what they really want for the holidays. Get shopping...

Intuit makes two big announcements just ahead of QuickBooks Connect®️

Intuit made two big announcements last week that are sure to have people talking at the QuickBooks Connect®️ conference next week in Las Vegas: First, Insightful Accountant announced that it's pulling QuickBooks Desktop service for UK customers on June 30, 2023. The other big news is that Intuit's TurboTax Live product will be expanding to service small business returns with its new TurboTax®️ Business product. Read more...

Speaking of QuickBooks Connect®️....

If you were lucky enough to get a ticket and are heading to QuickBooks Connect®️ next week, let us know by tweeting us at @WoodardCompany or me @hsatterley! We have many team members attending and would love to meet with you to discuss how we can collaborate together! If are attending the conference, make sure to attend the "Know Before You Go" webinar on November 30th at 9:00 AM PST / 12:00 PM EST with industry experts Dave Kersting, Dawn Brolin, Debbie Kilsheimer, Geni Whitehouse, Heather Satterley, Kelly Gonsalves, Kristen Nies Ciraldo, Mariette Martinez, and Alison Ball, who will share their top tips and what they're most excited for. Register here