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Each month AAM publishes The AAM Minute, our e-newsletter, for our members, trial members and those individuals who wish to keep up on AAM news. The AAM Minute is the only AAM publication available to non-members and supplements Growth Strategies, our quarterly print publication. The AAM Minute provides timely, interactive information that impacts accounting marketing and practice growth. In addition, the publication features quick links to industry events, conference news, chapter activities, and educational opportunities. Subscribe today!
Interested in providing content? View the 2013 Editorial Calendar.
May 2013
Article - The Client Experience
Article - Digital Media Update: Customer Experience 101
Article - Fast Five
Article - Best Practices: Say "I Do" to Client Educational Events
Article - Just Add Water: Client Opportunity Plans
Article - Leadership Corner: Erinn Keserica
Article - Membership Update: Why Should I Volunteer?
Listing - AAM New Members
April 2013
Article - Put Your Content Marketing Efforts on Steroids
Article - Digital Media Update: Content Development
Article - Fast Five
Article - Content Marketing Best Practices
Article - Just Add Water
Article - Membership Update: Inside the Mind of the Accountant
Listing - AAM New Members
March 2013
Article - Becoming a Strategic Advisor
Article - Digital Media Update: LinkedIn Best Practices
Article - Fast Five
Article - Just Add Water: Pipeline Reporting: Suggestion for Success
Article - Member Voice - Leisa Gill, LBMC
Article - Membership Update: Getting More out of Membership
Listing - AAM New Members
February 2013
Article - Bring in More Prospective Clients with a Referral Source Nurturing Campaign
Article - Connections in the Making
Article - Fast Five
Article - Just Add Water: Content Marketing for the Professional, Not Just the Firm
Article - Partner Perspective: Karen Love, PKF Texas
Article - Membership Update: What's in a Name
Listing - AAM New Members
January 2013
Article - Why Trade Shows are Still Relevant
Article - Fast Five
Article - Just Add Water: What to do Before, During and After Your Next Trade Show
Article - Leadership Corner: Brenda Sleeper, BizActions, LLC
Article - Digital Media Update: Professional Development: Conferences, Tradeshows, Seminars and More
Article - Membership Update: AAM Launches It’s AAMbassador Program
Listing - AAM New Members
December 2012
Article - The Fast Five
Listing - AAM New Members
November 2012
Article - Discover the Power of Storytelling to Win New Business
Article - The Fast Five
Article - Just Add Water
Article - Digital Media Update
Article - Partner Perspective - Chris Honkomp, Bergan Paulsen
Listing - AAM New Members
October 2012
Article - Defining Your Brand:What Comes Next?
Article - The Fast Five
Article - Just Add Water
Article - Best Practices
Article - Digital Media Update
Article - Leadership Corner - Alice Grey Harrison, Dixon Hughes Goodman, LLP
Listing - AAM New Members
September 2012
Article - Must Do Busy Season Business Development Strategies
Article - The Fast Five
Article - Just Add Water
Article - Digital Media Update
Article - Member Voice - Kari Reynolds, MGO
Listing - AAM New Members
August 2012
Article - What is Your Firm's Brand
Article - The Fast Five
Article - Best Practices - Being Mobile
Article - Just Add Water - What's With These Recent Password Hacks?
Article - Digital Media Update
Article - 2012 AAM Summit - Topsy Turvey and Indeed Fascinating
Article - Principal Perspective - Chris Perrino, Barnes Dennig
Listing - AAM New Members
July 2012
Article - The Fast Five
Article - Just Add Water
Article - Leadership Corner - D. Scott Moore, Dixon Hughes Goodman
Listing - AAM New Members
June 2012
Article - Marketing and Practice Development Training Programs
Article - The Fast Five
Article - Just Add Water
Article - Member Voice - Sarah Johnson, Inovautus Consulting, LLC
Listing - AAM New Members
May 2012
Article - Community-Minded Firms
Article - The Fast Five
Article - Just Add Water
Article - Partner Perspective: Dick Mengel, Mengel Metzger Barr & Co.
Listing - AAM New Members
April 2012
Article - Outsourced Marketing – Strategies and Considerations
Article - Outsourced vs. In-house Marketing Tasks
Article - The Fast Five
Article - Best Practices: Web Development
Article - Just Add Water
Article - Leadership Corner: Dawn Wagenaar, Ingenuity Marketing
Listing - AAM New Members
March 2012
Article - The Merger Effect
Article - The Merger Effect - A Marketing Director's Perspective
Article - The Fast Five
Article - Member Voice - Linda Forbes
Listing - AAM New Members
February 2012
Article - Google+: The Basics
Article - Fast>>Five
Article - Best Practices: YouTube
Article - Developing an Effective Mobile Website
Article - Partner Perspective: Chuck Goodwill
Listing - AAM New Members
January 2012
Article - Best Practices to Retain Best Clients
Article - Fast>>Five
Article - Just Add Water: Some Businesses Fail Because They Fail to Follow Up
Article - Twitter Etiquette: How to Maintain a Professional Twitter Presence
Article - Leadership Corner: Kevin Kiefer, Deloitte
Listing - AAM New Members
December 2011
Article - 2012 Accounting Marketing Trends
Article - Best Practices: Celebratory Greeting Card
Article - Fast>>Five
Article - Just Add Water: What's On Your Wish List
Article - LinkedIn 1+1
Article - Member Voice: Sean Smith, Schneider Downs
Listing - AAM New Members
November 2011
Article - Getting More Client Feedback: Tips to Improve Your Response Rates
Article - Fast>>Five
Article - To Survey or Not to Survey
Article - Just Add Water: Client Satisfaction Surveys (Toolbox Categories)
Article - LinkedIn Company Updates — Finally! So Where Do I Begin?
Article - Partner Perspective: Rebecca Ogle, Somerset CPAs PC
Listing - AAM New Members
October 2011
Article - Building Your Firm's Budget
Article - Fast>>Five
Article - Best Practices: Ad Campaign
Article - AAM Leadership Corner
Listing - AAM New Members
September 2011
Article - CRM Best Practices
Article - Just Add Water: Top Ten Factors to Consider When Choosing a CRM
Article - AAM Member Voice
Article - Fast>>Five
August 2011
Article - Engaging Your Associates in Networking and Community Events
Article - Fast>>Five
Article - Just Add Water: Networking, Firm Sponsorships and the Marketing Budget
Article - Partner's Perspective
Article - Best Practices: Marketing Plan for Lindquist, von Husen & Joyce LLP
July 2011
Article - Not Your Typical Summit Recap
Article - Just Add Water: Ideas from the 2011 AAM Summit
Article - Up Close with the AAM-MAA Judges
Article - AAM Leadership Corner
Article - AAM Member Spotlight
Article - AAM and The Advisory Board Team Up
May/June 2011
Article - Implementing a SEO Roundtable Recap
Article - You Spoke, We Listened!
Article - Going Mobile: The Future of Marketing Communications is Here
March/April 2011
Fast>>Five - Social Media Quick Tips
AAM Minute - Editorial Calendar 2011-2012
January/February 2011
Article - Selling and Marketing During Busy Season
Article - Getting Your Professionals Engaged on LinkedIn
November/December 2010
Article - Survey Results - CRM
September/October 2010
Article - Niche Development
Article - Sponsorship
July/August 2010
Article - Quick Marketing Tips
Article - On-Target Marketing Tips in Bull’s-Eye
Article - Packaging Your Services
Article - Spotlight on AAM's Volunteer of the Year Brenda Sleeper
May/June 2010
Article - Networking - How to Make the Most Out of the Summit
Article - Have a Question for a Summit Presenter?: Conference Website Offers Ways to Interact
Article - Disaster Recovery Resources
March/April 2010
Article - Tips for Planning Post Tax Season: Busy Season is Over? Hah!
Article - Why Should I Tweet?
Article - Membership Benefits: Are You Taking Full Advantage?
Article - SEO AAM Roundtable Recap: Everything You Need to Know About SEO
January/February 2010
Article - Tips for Busy Season Marketing
Article - Social Networking Roundtable Recap
January 2010 - AAM Alert - IRS Issues Two Revenue Rulings
November/December 2009
Article - Bridging Your Budget Gap: 5 Quick Tips
Article - What’s the Plan for 2010?
Article - AAM Summit Session Recap: Video Killed the Radio Star
September/October 2009
Article - Tying Marketing to the Bottom Line: The Economy is Changing the Way Accounting Firms Market
Article - Summary of Virtual Fame – How the Internet Is Challenging the Rules of PR
Article - Show Me the Money
July/August 2009
IRS Regulation 7216 Information and Resources
Many of you may or may not be aware of the recent changes brought by IRS Regulation 7216 which may affect your business. This new regulation became effective on January 1, 2009, and failure to comply could bring criminal penalties. To help you remain compliant and also to maintain close contact with your clients, the following information is a summary of the new regulation for your benefit. The following information is only one interpretation of IRS Regulation 7216. It is an interpretation and does not constitute legal advice. As there are many practical issues not covered by this resource page, you are advised to seek your own legal counsel.
The new IRS regulations (26 CFR Part 301 Section 7216) could change the way you operate.As individuals or companies engaged in the business of preparing tax returns, you collect certain tax return information (taxpayer name, address, e-mail, etc.) from your clients. In accordance with Section 7216, you may not be permitted to transmit that data to a third party without the express written consent of the taxpayer. This includes sending the taxpayer non-tax related information in such form as a print or electronic newsletter, unless you've obtained written consent. Note: This applies to "tax-only" clients, not to clients for whom you may have performed other services:
Example 1: You prepare tax returns for Client A. This is the only service you provide to Client A. You need written permission to use Client A's information for a print or electronic newsletter unless it is a tax-only newsletter.
Example 2: You prepare tax returns for Client B. You also handle general accounting work, consulting or strategic planning for Client B. You may not need permission to use Client B's information for other information you send by mail or e-mail. You may send Client B any information you choose in the newsletter.
Example 3: You handle general accounting work for Client C. This is the only service you provide to Client C. You do not need permission to use Client C's contact information. You may send Client C any information you choose in the newsletter.
Below you will find links to the full text of Section 7216; IRS press releases, summaries, FAQs and an informational Web site. Failure to comply with Section 7216 could result in criminal penalties.
Educational Calls:
• IRS Reg 7216: Is Your Firm Ready? provided by the Association for Accounting Marketing.
Call date: Feb. 5, 2009
Links:
26CFR301.7216 parts 1-3
Regulation Information:
Website - information for tax return preparers regarding Section 7216 Internal Revenue Code:
http://www.irs7216.com/
PDI White Paper - What You Need to Know About Regulations Under IRC Section 7216
No firm or individual should rely on information contained within this communication with respect to their firm or situation. Please consult your counsel for specific guidance.
