Staying current is a challenge. The more we know and the more carefully we listen to our clients, the less likely we are to be sued. Misunderstandings, lack of documentation, mistakes or missed deadlines result in dates with tax court and insurance claims—and that impacts our bottom line.

In Tax Update Part 1, we’ll look at a new way to stay current with tax information. We’ll show you how to link directly to free tax information sources. Then we'll give you a cool marketing idea by suggesting three tax issues to add to your client questionnaire. Remember: Knowledge, experience, and confidence that you are up to date can translate into referrals. ... 

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