Tax Planning vs. Financial Planning: Why You Need to Understand the Difference
Many business owners assume tax planning is something to think about later – often lumped together with retirement or viewed as a byproduct of financial
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Protecting Your Well-Being During Tax Season: Practical Self-Care Strategies for Accountants
Written by Julie Bonness Unison Globus You’ve planned for this. You have the technology and workflows in place. Client communications setting expectations have gone out.
Using Value Pricing in Your Tax Practice: Understanding Contingent Fees
As a proactive tax planner, you know that tax planning involves so much more than checking the compliance boxes. A big part of the value
Using Value Pricing in Your Tax Practice: Understanding Unconscionable Fees
What differentiates a proactive tax planner from a reactive tax planner? A reactive tax planner typically focuses on two things: compliance and mitigating problems. The
Using Artificial Intelligence in Your Tax Practice: The Importance of Due Diligence
Artificial intelligence is having a heyday that is not likely to end anytime soon. The ease with which you can conduct research, analyze data, and
Using Artificial Intelligence in Your Tax Practice: Applying A.I. to Tax Research
Love it or hate it, artificial intelligence seems to be here to stay. In a profession like tax planning where compliance is of the highest
Accounting Methods for Real Estate Holdings: An Advanced Tax Strategy
As a tax professional, real investors may come to you looking for ways to mitigate taxes. They may even be aware that a key tax
Entity Choices for Real Estate Holdings: LLCs and LPs
Real estate can be a lucrative investment—especially if the owners do advance planning to maximize tax savings. As a tax professional, a top recommendation you
Tis the Season!
Written by Jason Pueschel Alternative Tax Management, LLC As we roll towards another December 31st , with Thanksgiving behind us, stockings hung on the chimney with care, menorah’s
Part 3: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“When a client comes to you for help maximizing their retirement savings and minimizing taxes, what is your first move? Typical responses include maxing out
Part 1: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“What if traditional retirement savings plans are actually getting in the way of your retirement freedom?” Bold questions like these are what set you apart