Thomson Reuters Tax, Audit & Accounting Professionals

Thomson Reuters Tax, Audit & Accounting Professionals Thomson Reuters delivers the world’s most innovative technology solutions and advisory services.

Tax planning isn't the hard part. Ex*****on is. Most strategies fail because contributions don't get funded, elections d...
06/02/2026

Tax planning isn't the hard part. Ex*****on is. Most strategies fail because contributions don't get funded, elections don't get filed, and deadlines pass quietly. Learn why ex*****on gaps persist and how leading firms are closing them. Read more → https://ow.ly/Fvkh50Yznug

Advisory Services = recurring revenue. And launching doesn’t mean reinventing your whole firm. Our 5‑step guide shows ho...
06/02/2026

Advisory Services = recurring revenue. And launching doesn’t mean reinventing your whole firm. Our 5‑step guide shows how to start with the right clients, use AI strategically to create capacity, and scale without burnout. Get the guide: https://ow.ly/Pbyh50YySFT

06/02/2026

Tax advisory shouldn’t be a bespoke craft project.

With Ready to Advise, firms can move from client data to a structured advisory plan — with guided steps to implement strategies and deliverables you can share with clients.

Explore Ready to Advise: https://ow.ly/HUom50YVbRr

Tax advisors know the truth: "quick questions" are never quick. The right answer depends on the context that most client...
06/01/2026

Tax advisors know the truth: "quick questions" are never quick. The right answer depends on the context that most clients don't provide. Discover why understanding this expectation gap is the foundation of effective advisory relationships and what both advisors and clients can do about it. Read more: https://ow.ly/qLqB50Yv1zE

New child-focused "Trump accounts" are bringing fresh planning considerations for families and tax professionals.Created...
06/01/2026

New child-focused "Trump accounts" are bringing fresh planning considerations for families and tax professionals.

Created under IRC Sec. 530A, these IRA-like accounts may offer eligible children long-term savings opportunities, including a potential $1,000 pilot program contribution for children born in 2025–2028. But the rules are new, complex, and still evolving.

Here's what tax professionals need to know as the July 4, 2026, contribution start date approaches: https://ow.ly/iH3Q50Z4Vre

Why do clients ignore perfect tax plans? It's not your planning. It's psychology.Understanding client money emotions tra...
06/01/2026

Why do clients ignore perfect tax plans? It's not your planning. It's psychology.

Understanding client money emotions transforms you from a compliance professional to a trusted advisor.

Discover why psychology matters more than math.

Read Part One: https://ow.ly/ucxN50Z2QZw

The audit profession faces a critical challenge: 40% of PCAOB-reviewed audits show deficiencies, yet traditional CPE tra...
06/01/2026

The audit profession faces a critical challenge: 40% of PCAOB-reviewed audits show deficiencies, yet traditional CPE training isn't closing the gap.

Discover the 5 core competencies transforming audit quality and talent retention in the AI era.

Download our white paper: https://ow.ly/J7PB50YVOqP

The best firms aren't working 80-hour weeks—they're building systems that scale. Heroic service = unsustainable liabilit...
05/31/2026

The best firms aren't working 80-hour weeks—they're building systems that scale. Heroic service = unsustainable liability. Smart firms use AI to deliver consistent excellence without the stress. Ready to transform your practice? Read more: https://ow.ly/vy7X50YUA2x

90% of financial decisions are driven by emotion, not logic. For CPAs, managing client reactions to unexpected tax bills...
05/30/2026

90% of financial decisions are driven by emotion, not logic. For CPAs, managing client reactions to unexpected tax bills is a strategic competency.

Discover 6 practical tools to turn difficult conversations into trust-building moments.

Read more→ https://ow.ly/6sLi50YVO0B

Reduce manual work. Eliminate workflow hurdles. Reclaim lost hours. Discover how technology-driven tax preparation can t...
05/29/2026

Reduce manual work. Eliminate workflow hurdles. Reclaim lost hours.

Discover how technology-driven tax preparation can transform your practice. Join one of our demo webinars and see the difference for yourself.

Register: https://ow.ly/Atj950Z4rLN

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