december2021 - 3

DECEMBER 2021
VOLUME 31
NUMBER 11
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ISSUE FOCUS:
TAX SEASON
6 Gearing Up for Tax Season
By Mike D'Avolio, CPA, J.D.
COLUMNS
4 FROM THE EDITOR:
Your Personal Enrichment
Schedule for 2022
By Gail Perry, CPA, Editor-in-Chief
14 FROM THE TRENCHES:
Client Experience for Today
and Tomorrow - Ten Ideas for
Your Playbook
By Randy Johnston
22 THE LABOR LAW ADVISOR:
Preparing for an OSHA
Inspection
By Richard D. Alaniz, J.D.
23 THE MILLENNIAL ADVISOR:
Avoiding the Inevitable
By Garrett Wagner, CPA.CITP
28 THE LEADERSHIP ADVISOR:
COVID-19 Taught Us the
Importance of Slowing Down
By Amy Vetter, CPA.CITP, CGMA
31 THE STAFFING &
HR ADVISOR:
How a Learning Culture Can
Transform Your Practice
By Paul McDonald
34 BRIDGING THE GAP:
6 Tips for Managing
Technostress
By Marc Staut
FEATURES
5 Evaluating the " New " Tax
Season Normal for Tax
Advisors
By Jim Guarino, CPA, PFS, CFP®
8 Checklist for End-of-Year
Activities with Clients
By Bhairavi Parikh, CPA
10 Calm Down - It's Only Taxes
By Ernie Villany, CPA
WEB EXCLUSIVES
CHECK OUT OUR PRODUCT & SERVICE GUIDE
www.CPAPracticeAdvisor.com/directory
BE WARY OF COMMON HOLIDAY SCAMS
www.CPAPracticeAdvisor.com/21247853
IRS INTEREST RATES UNCHANGED FOR Q1 2022
www.CPAPracticeAdvisor.com/21247851
ARE U.S. SMALL BUSINESSES SLOWER TO ADOPT TECHNOLOGY?
www.CPAPracticeAdvisor.com/21246803
11 How to be Proactive vs.
Reactionary as a Tax Pro
By Jasen Stine and Robbie Randall
MARKETING YOUR FIRM
17 Let's Build a 2022 Q1
Marketing Plan for Your Firm
By Becky Livingston
18 Commemorating 100 Years
of Black CPAs and Looking
Forward
By Anita Dennis
20 Why Your Firm Needs
Gated Content
By Katie Thomas, CPA
21 Dancing in the Dark: 2022 Will
See Shifting Tax Regulations
in the U.S. and Abroad
By George L. Salis
24 Accounting Meta Influencers
Discuss Trends, Provide
Actionable Insights
By Isaac M. O'Bannon,
Managing Editor
ARCHIVED
WEBCASTS
www.CPAPracticeAdvisor.com/webinars
* Finding the Value in Automated Processes
* Disaster Recovery via the Cloud
* Building Your Small Firm's Ideal Tech Stack
* Branding your Firm for Success in Today's Digital World
* 2022 and Beyond Accounting Firm Technology Preview
DECEMBER 2021 ■ www.CPAPracticeAdvisor.com
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29 APPS WE LOVE:
Apps for Charitable Giving
By Gail Perry, CPA, Editor-in-Chief
30 THE PROADVISOR SPOTLIGHT:
Sponsored Content
Integration of QuickBooks
Online and Mailchimp Create
Personalized Marketing
Campaigns
32 Getting Paid by Venmo or
PayPal? The IRS Will Know
By Ken Berry, J.D.
33 AICPA NEWS
A round up of recent
association news and events.

http://www.CPAPracticeAdvisor.com/webinars http://www.CPAPracticeAdvisor.com/directory https://www.cpapracticeadvisor.com/home/webinar/21246286/cpe-webcast-dec-16-when-there-is-no-one-to-hire-finding-the-value-in-automated-processes https://www.cpapracticeadvisor.com/home/webinar/21236674/cpe-webcast-sept-22-2021-disaster-recovery-via-the-cloud-the-importance-of-planning-and-preparation http://www.CPAPracticeAdvisor.com/21247853 https://www.cpapracticeadvisor.com/home/webinar/21242119/wolters-kluwer-tax-accounting-cpe-webcast-nov-4-building-your-small-firms-ideal-tech-stack http://www.CPAPracticeAdvisor.com/21247851 https://www.cpapracticeadvisor.com/home/webinar/21244677/cpe-webcast-nov-30-branding-your-firm-for-success-in-todays-digital-world http://www.CPAPracticeAdvisor.com/21246803 https://www.cpapracticeadvisor.com/home/webinar/21245525/cpe-webcast-dec-15-looking-ahead-2022-and-beyond-accounting-firm-technology-preview http://www.CPAPracticeAdvisor.com

december2021

Table of Contents for the Digital Edition of december2021