Roger O'Connell’s Post

Half of the concepts become clear on the day of filing ITR!

Changing to a new case management system can feel like navigating a maze, but it's worth the rewards. This article from Access Legal considers how to choose a system based on your needs and goals and when to consider automation for routine tasks. https://lnkd.in/egbQ2EV3

Questions Questions Questions? Want to know what happens if you need something turned around urgently? How does file sharing work? How do we keep in touch? These and many more questions are answered on the FAQ page on my website, and if you can't find your answer then just pop me a DM or email to find out. Frequently Asked Questions - KS-VA - FAQs

Good info to have so you know what timeline to expect when filing.

Is filing Special Claims worth your time? 🧐 What are Special Claims? How do you apply for them? What documentation needs to be gathered? This class will help you go through the process of filing for Special Claims to help you reap the benefits! Register here: https://cvent.me/x1oG4r

Do you know which filing status is the right fit for you? Determining your filing status before filing in 2024 is a crucial step that not only can determine if you will owe, but may also determine if you need to file or not. Swipe through to learn more!

Test your legal knowledge.....

Our pre-built Task Library gives you a list of what you need to do to be in compliance and how to do it — so anyone in your practice can accomplish more. ➡️ https://hubs.ly/Q02zk9qN0

Filing SEC Form 20-F? Don't sweat it. Our blog is your cheat sheet: clear tips, zero jargon. Think of it as turning a daunting task into a (somewhat) delightful one. Let's simplify those filings together, shall we? Read here: https://lnkd.in/daWpuwxq #SimplifyingSEC

While collecting your shredding.... questions arise. What should I shred? How far back should I save info? Check out these guidelines...