june2022 - 4

FROM THE EDITOR
Summertime Blues
WHEN I WAS a student, from childhood into my 20s, I would spend much of the school year
looking forward to the summer. June would arrive, classes would end, and the unscheduled
days would stretch out in front of me like the waving fields of wheat that reach all the
way to the horizon. Adulthood carries with it the expectations and responsibilities that
translate into schedules and requirements, but somehow summertime gives us permission
to put some of that aside and be a bit easier on ourselves.
Even today, with childhood memoI
rely on the sounds of summer -
ries living like relics in the corners
of my mind, I feel like summer is a
regenerating season. I thrive on the
warm weather and the days with
extra hours of sunlight. Many people
use New Year's Eve as the time to
determine their resolutions and plans
for the future. I prefer to use the summer.
It's easier for me to look at life as
a big picture when I'm immersed in
the same feeling of freedom that the
end of the school year used to bring
each June.
lawn mowers, summer bugs, children
playing, soft breezes - to keep myself
focused on the small joys that life
brings us. I'm pretty easily excited
by the tastes of summer - corn on
the cob, watermelon, tomatoes off
the vine, anything that grows in my
garden - because that fresh local
goodness is only available seasonably.
I look forward to the events of
summer - county and state fairs,
outdoor concerts, baseball games,
road trips - as reminders that some
glorious things don't change. And as
for the blues, the name of this little
missive, summertime always seems
to bring with it the most beautiful blue
skies - both day and night - the bright
blues of swimming pools and the deep
blues of lakes, blue birds, blue flowers
- and all of it is accessible because we
can be outside to enjoy it.
And so this brings me in a very
slow, summery, roundabout fashion,
to the point of this piece. Coming out
of COVID-19, we have an opportunity
to think about our work the way we
used to think about school being over.
Sure there will be a lot more work to
come, more clients with more needs,
more busy seasons, new technologies
to learn, new challenges to overcome
GAIL PERRY, CPA
Editor-in-Chief
gail.perry@cpapracticeadvisor.com
@gperrycpa
- but right now, as summer begins, it
is a great opportunity to take some
time to look around, enjoy the simple
beauty of where we are, revel in the
great work that we do, and appreciate
who we do that work with. If you
slow down and let yourself embrace
the summer months, the pleasure
associated with the knowledge that
we are all coming back together can
be just as precious as those long days
of childhood summers.
I hope you too will be able to
capture the joy of summer and take
it with you into the fall and winter and
the future of your work and your work
relationships.
CPA
Today's Technology for Tomorrow's Firm
NSA
Published by Endeavor Business Media, LLC
1233 Janesville Ave. | Fort Atkinson, WI 53538 | 920-563-6388 | 800-547-7377
VOLUME 32, NUMBER 2
Publisher: Barry Strobel
Editor-in-Chief: Gail Perry, CPA
Managing Editor: Isaac M. O'Bannon
Contributors: Ken Berry, J.D.
Jim Boomer, CPA.CITP
Kristy Short
Randy Johnston
Roman H. Kepczyk, CPA.CITP
Paul McDonald
Amy Vetter, CPA.CITP, CGMA
Becky Livingston
Garrett Wagner, CPA.CITP
Richard D. Alaniz, J.D.
Mary Girsch-Bock
Art Director: Rhonda Cousin
Site Manager: Lester Craft
Production Manager: Patricia Brown
Ad Services Manager: Carmen Seeber
Marketing Manager: Angie Gates
Audience Development
Manager: Delicia Poole
ENDEAVOR BUSINESS MEDIA, LLC
CEO: Chris Ferrell
CRO/CMO: June Griffin
CFO: William Nurthen
COO: Patrick Rains
Chief Administrative and
Legal Officer: Tracy Kane
EVP/Group Publisher: Lester Craft
Subscription Customer Service
877-382-9187; 847-559-7598
Circ.CPA@omeda.com
PO Box 3257, Northbrook IL 60065-3257
Article reprints:
reprints@endeavorb2b.com
List Rentals: Michael Costantino
402-836-6266
michael.costantino@infogroup.com
Kevin Collopy, 402-836-6265
kevin.collopy@infogroup.com
Today's Technology for Tomorrow's Firm
Practice Advisor (USPS 017-576), (ISSN 2160-8725 print; ISSN
2160-8733 online) is published four times per year (April,
June, August and December) by Endeavor Business Media
LLC incorporating two editions known as CPA Practice
Advisor and NSA Practice Advisor. Periodicals postage paid
at Fort Atkinson, WI 53538 and additional mailing offices.
POSTMASTER: Send address changes to Practice Advisor,
PO Box 3257, Northbrook, IL 60065-3257. Canada Post
PM40612608. Return undeliverable Canadian addresses to:
Practice Advisor, PO Box 25542, London, ON N6C 6B2.
Subscriptions: Individual subscriptions are available
without charge in the U.S. to qualified subscribers.
Publisher reserves the right to reject non-qualified
subscriptions. Subscription prices: The basic annual rate
is $3, based on qualifying associations of 10,000 or more
public accountants that may also subscribe for all their
public accountant members (certain restrictive covenants
apply) for a basic subscription rate of $9 per member for
a three-year subscription. One year subscription for all
others: USA - $37; CAN $64+Tax GST; INT'L $91 GST. All
subscriptions payable in U.S. funds, drawn on U.S. bank.
Canadian GST#842773848. Back issue $10 prepaid, if
All rights reserved. No part of this publication may be
reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopy, recordings
or any information storage or retrieval system, without
permission from the publisher.
Endeavor Business Media LLC does not assume and hereby
disclaims any liability to any person or company for any
loss or damage caused by errors or omissions in the
material herein, regardless of whether such errors result
from negligence, accident or any other cause whatsoever.
The views and opinions in the articles herein are not to be
taken as official expressions of the publishers, unless so
stated. The publishers do not warrant, either expressly or
by implication, the factual accuracy of the articles herein,
nor do they so warrant any views or opinions offered by
the authors of said articles.
The opinions given by contributing authors are their own
and are not the opinions of our staff. All trademarks used
are the property of their respective owner.
available. Printed in the USA. Copyright 2022 Endeavor
Business Media LLC.
4 JUNE 2022 ■ www.CPAPracticeAdvisor.com
http://www.endeavorbusinessmedia.com http://www.CPAPracticeAdvisor.com

june2022

Table of Contents for the Digital Edition of june2022

The ProAdvisor Spotlight: QuickBooks Online Recertification Window Open Through June 30, 2022
From the Editor: Summertime Blues
From the Trenches: Your Firm and Your Upgrades: Throw It Out!
2022 Tax Season Review: The Good, The Bad and The Ugly
Technology In Practice: Post Tax Season: 10 Tips for Getting the Most Out of Your Tax Season Debrief Meeting
2022 Most Powerful Women in Accounting
The Labor Law Advisor: Pregnant Employees and Employer Obligations
The Risk and Rewards of Big Data
How Businesses Can Defund Against Payment Fraud
The Staffing & HR Advisor: Return to the Office: How to Ready Your Team for the New "Disruption"
The Leadership Advisor: How to Create a Better Advisory Relationship
The Millennial Advisor: Firm Management Lessons from the Grocery Store
7 Principles for Becoming a Better Listener
Creating Digital Experiences is the Future of Remote Work
7 Ways to Improve Your Work-Life Balance as a Firm Owner and Accountant
Independent Contractor Update
Why CPA Firms Need a Top-Notch Website
8 Steps to Finding the Right Software Solutions
R&D Tax Credits Can Help with Software Development
Marketing Your Firm: How Accounting Firms Can Target a Niche Using SEO
Is Your Firm at the Crossroads of Change?
The Secure Act and the Growing Popularity of Roth Conversions?
How to Know When You're Ready to Move to Advisory Services
AICPA News: A round up of recent association news and events
Bridging the Gap: Your Firm's Next Hire: A Project Manager
june2022 - 1
june2022 - The ProAdvisor Spotlight: QuickBooks Online Recertification Window Open Through June 30, 2022
june2022 - 3
june2022 - From the Editor: Summertime Blues
june2022 - 5
june2022 - From the Trenches: Your Firm and Your Upgrades: Throw It Out!
june2022 - 7
june2022 - 8
june2022 - 2022 Tax Season Review: The Good, The Bad and The Ugly
june2022 - Technology In Practice: Post Tax Season: 10 Tips for Getting the Most Out of Your Tax Season Debrief Meeting
june2022 - 11
june2022 - 2022 Most Powerful Women in Accounting
june2022 - 13
june2022 - The Labor Law Advisor: Pregnant Employees and Employer Obligations
june2022 - The Risk and Rewards of Big Data
june2022 - How Businesses Can Defund Against Payment Fraud
june2022 - The Staffing & HR Advisor: Return to the Office: How to Ready Your Team for the New "Disruption"
june2022 - The Leadership Advisor: How to Create a Better Advisory Relationship
june2022 - The Millennial Advisor: Firm Management Lessons from the Grocery Store
june2022 - 7 Principles for Becoming a Better Listener
june2022 - Creating Digital Experiences is the Future of Remote Work
june2022 - 7 Ways to Improve Your Work-Life Balance as a Firm Owner and Accountant
june2022 - 23
june2022 - Independent Contractor Update
june2022 - Why CPA Firms Need a Top-Notch Website
june2022 - 8 Steps to Finding the Right Software Solutions
june2022 - 27
june2022 - 28
june2022 - R&D Tax Credits Can Help with Software Development
june2022 - Marketing Your Firm: How Accounting Firms Can Target a Niche Using SEO
june2022 - Is Your Firm at the Crossroads of Change?
june2022 - The Secure Act and the Growing Popularity of Roth Conversions?
june2022 - How to Know When You're Ready to Move to Advisory Services
june2022 - AICPA News: A round up of recent association news and events
june2022 - Bridging the Gap: Your Firm's Next Hire: A Project Manager
june2022 - 36
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/octobernovember2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_November_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_July_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_June_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_April_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_March_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2019
https://www.nxtbookmedia.com