Mon.May 24, 2021

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Three ways small CPA firms can support mental health

ThomsonReuters

Amidst the backdrop of the pandemic, there’s never been a more important time to highlight Mental Health Month. It’s been a devastating year and while signs point toward a return to normal, the impact of our mental health on our personal and professional lives remains top of mind. From a small CPA firm perspective, the intensity of the workload during this extended tax season is like nothing we’ve seen before, compounding already heightened stress levels.

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Cannabis Valuation: Some Stops On the Road to Legalization

Appraisal Rights

. Global X , an ETF provider, provided this thorough but succinct survey highlighting the progress toward cannabis legalization in U.S. states. ; this is part 1 of a 3-part series, so more to come. As we’ve noted before, cannabis valuation issues are intertwined with regulatory and legalization issues, an interesting, but not necessarily unique aspect of the space.

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Five things accountants need to do after tax season

ThomsonReuters

Tax season 2020 is officially in the history books and there’s no doubt you and your staff have been thinking a bit more about what to do now that it’s over. Despite the end being upon us, there’s still plenty to keep your firm busy in the following months. Below are several steps to help you take a look behind the curtain and improve your firm from the inside out.

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Inflation and Investing: False Alarm or Fair Warning?

Musings on Markets

As we approach the mid point of 2021, financial markets, for the most part, have had a good year so far. Looking at US equities, the S&P 500 is up about 11% and the NASDAQ about 5%, from start of the year levels, and the underperformance of the latter has led to a wave of stories about whether this is start of the long awaited comeback of value stocks, after a decade of lagging growth stocks.

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How to Leverage Intent Data for Better Outcomes

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.