
Tax Planning Software – Artificial Intelligence or Skill Saw?
By Dominique Molina, CPA MST CTS Have you asked yourself, do I really have to study tax planning? Can’t I just select a software providing
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Recent blogs

Tax Strategies for Selling an S Corporation: Failing the §302 Stock Sale Tests
As a tax planner, when a client approaches you about

Tax Strategies for Selling an S Corporation: Planning for an Asset Sale
Even if you have never assisted a client with the

How Partnering with Technical Experts Makes It Easier to Offer Services to Your Clients
Brought to you by Tri-Merit High-performing accounting firms focus on

Ethical Considerations for Tax Professionals: Standards and Penalties for Tax Positions
When tax professionals prepare a tax return, they are typically

Ethical Considerations for Tax Professionals: Determining Fees
Every tax professional needs to be conscious of how to

Tax Planning Versus Preparation – What is the Difference? – Part 2
By Dominique Molina, CPA MST CTS Tax planning is making

Tax Planning Versus Preparation – What is the Difference? – Part 1
By Dominique Molina, CPA MST CTS Visit social media or

How Savvy Firms Free Up Capacity, Without Adding Staff
Talent has always been something that firm leaders have had

Tax Planning for Retirement Plans: The Underestimated Value of Social Security
A common retirement planning myth is that Social Security benefits

Tax Planning for Retirement Plans: Roth IRAs and the Five-Year Rule
Roth IRAs have become a popular option for flexible retirement
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