Many folks, when starting to evaluate the American Institute of Certified Tax Planner’s program, ask us about our list of tactics, as if the tax planner with the biggest list wins. But let’s assume I gave you a list: 500 tax saving tactics. Every election, every credit, every deduction, every court case, every planning opportunity
Tax Planning Is More About Judgment Than Tactics Read More »
Cooler evenings, changing leaves and pumpkin-spice everything can only mean one thing: fall is coming! For business owners and tax professionals, fall is also the perfect time to step back from the daily grind and make a few strategic moves before year-end. Here are 10 things you can do this fall that can strengthen your
10 Fall Strategies to Strengthen Your Business Read More »
You know the drill. The Sept. 15th deadline is approaching, and there’s just one thing missing. You email the client. Then you send another reminder. Then another. And… nothing. You can’t finish the return without it, so now you’re spending your valuable time chasing a document instead of working on the next client. Sound familiar?
Six Ways to Get Clients to Respond Faster Read More »