AccountingWEB Resource Guide – Issue 103
- California Enacts New ID Theft Law, Federal Bill Introduced
- Feds Looking For Ways to Curb Identity Theft
- IRS Reminds Some Businesses of Retirement Plan Deadline
- Tax Practitioners Have New Contact at IRS
- PCAOB Wants Auditor Misdemeanors Made Public
- Small Businesses Get Federal Compliance Relief
- Why Web Pages Look Different on Different Screens
- Microsoft Launches Next Generation of Identity Management Software
- Time to Celebrate 60th Anniversary of Tax Withholding
- Book Recommendation: Your Clients For Life: The Definitive Guide to Becoming a Successful Financial Life Planner
- Strategies For Communicating With Your Clients
- Overriding and Removing Page Breaks - Excel Tip
- The Benefits of Strategic Planning
- From The Archives: Five Tips to Strengthen Your Reputation
- From The Archives: Strategic Vision: All Firms Need It
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In an effort to crack down on identity theft, a new law went into effect in California last week that puts the impetus on businesses to notify their customers in that state if they even suspect that personal information may have been compromised.
Recognizing identity theft as "the greatest threat to consumers today," Treasury Secretary John Snow has called for legislation to help consumers better deal with suspected identity theft.
Tax professionals - what are you doing this summer? Come and network with IRS executives and fellow tax professionals at the 2003 IRS Nationwide Tax Forums . Packed with helpful seminars, our conferences are a great way to get the latest updates on IRS programs and initiatives. And you'll earn valuable Continuing Professional Education Credits. Forums start in July, so hurry and sign up now. For more information and to register online, visit the Public Affairs International Web site  or call 301.593.0200.
The Internal Revenue Service reminded approximately 750,000 small and mid-size businesses using "off-the-shelf" retirement plan documents that they must update their plans by Sept. 30, 2003.
The Internal Revenue Service has announced the appointment of Beanna J. Whitlock as director of National Public Liaison, a division of the agency that serves as a vital link to tax professionals and practitioners, business associations, taxpayer assistance groups and federal agencies.
The financial services industry is on the brink of
transformation, as financial professionals face a growing demand to take a more client-centered approach. Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core.
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Everyone knows that retaining current clients is MUCH easier than finding new ones -- or is it? Have you put some serious thought into how you are going to keep those clients you worked so hard to get?
Excel automatically determines where page breaks will occur, but you can create your own page breaks in your worksheets by forcing Excel to begin printing on a new page at the location that is best for you.
3. The Benefits of Strategic Planning 
Strategic planning is critical to a firm's success in today's competitive environment. Strategic planning helps to identify both the threats and the opportunities facing your firm now and in the long-term, and to chart viable courses of action.
The accounting industry is focusing on rebuilding its reputation with the public, but it's also crucial that individual professionals do the same. Here, we offer five tips that can help.
Vision is important if your firm plans to grow and prosper. The large firms spend considerable resources on visioning and strategic planning. Building consensus and gaining input from staff, managers, and owners is important.
When leaving a message on voicemail, whether for a client or a personal contact, make sure you speak clearly and slowly. Repeat your phone number and leave a brief explanation of the reason for your phone call. You are much more likely to get a prompt response when you take the time to speak clear and slow and give the reason for your call.
Your organization will experience an unprecedented level of ease and efficiency when you systematize the processes throughout your organization. Be sure to download the Travel & Business Reimbursement Expense sample policies for free! Find out more about the entire package of Policy Templates today. 
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