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5 results on '"Cutrer, J. Raleigh"'

1. From Boomers to Zoomers: Transitioning clients for retirement.

Author

Walker, April, Cutrer, J. Raleigh, and McCullar, Teela

Subjects
Baby boom generation -- Appointments, resignations and dismissals -- Economic aspects, Retirement planning -- Methods -- Evaluation, Tax law -- Practice, Succession planning (Business) -- Methods, Client development -- Methods, Tax law
Abstract

According to the Retirement Industry Trust Association (RITA), approximately 10,000 Baby Boomers turn 65 each day. Forty-seven percent of Baby Boomers have already retired. Almost 75% of the CPA workforce [...]

Published
2023

2. The COVID-19 pandemic fast-tracked the need to invest in technology to accommodate clients and staff in the new remote-working environment.

Author

Walker, April, Lagarde, Brandon, and Cutrer, J. Raleigh

Subjects
Information technology -- Management, Tax consultants -- Information management, Company systems management
Abstract

The global pandemic has caused severe disruption in the management of a firm's tax practice. From interacting with clients to managing staff, this past tax season provided unprecedented challenges to [...]

Published
2020

3. Kicking off tax season with engagement letters and organizers.

Author

Crisler, Michael W., Oppe, Ami, and Cutrer, J. Raleigh

Subjects
Tax consultants -- Management, Company business management
Abstract

It is that time of year again: Tax practices are preparing engagement letters and tax organizers to send out en masse to clients to kick off another tax season. While [...]

Published
2017

4. Going virtual with client communications.

Author

Lagarde, Brandon and Cutrer, J. Raleigh

Subjects
Accounting services -- Customer relations -- Management, Business communication -- Management -- Methods, Web conferencing -- Management -- Usage, Company business management
Abstract

Earlier this year, many firms faced the major challenge of being unable to receive information from clients during the stay-at-home or shelter-in-place orders that were in effect throughout the country. [...]

Published
2020

5. Kicking off tax season with engagement letters and organizers.

Author

Oppe, Ami and Cutrer, J. Raleigh

Subjects
ENGAGEMENT letters, TAX planning, CLIENTS, TAX returns, TAX preparation
Abstract

The article focuses on the use of tax engagement letter and organizers used by the tax practioners for client tax preparation. It also mentions about the requirements of the tax engagement letter including identifying the client; fee arrangements; and communication of the delivery mechanism of the tax return.

Published
2017

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