Ethical Concerns in Using Tax Planning Software
What are my ethical responsibilities when I use software to produce a tax plan? In the world of taxes, there are many ethical issues that
Categories
Recent blogs
5 Reasons To Avoid An Earnout When Selling Your Accounting Practice
By Brannon Poe, Founder of Poe Group AdvisorsA version of this article first appeared in The Journal of Accountancy’s CPA Insider™ By Brannon Poe, CPA
Navigating Tax Reform: The Three Statements that Will Help You Sell Tax Plans This Year
Each new day brings a new headline about upcoming changes to tax law. As Congress weighs major decisions on the renewal of Tax Cuts and
Navigating Tax Reform: Keeping up with Shifting Tax Laws and Tariffs
2025 has been a rollercoaster ride on many fronts, including in the tax world. Today’s news headlines are filled with tariff announcements, proposed tax bills,
Tax Planning for Student Athletes: Working with NIL Collectives
When you think of up-and-coming business opportunities, you likely don’t think of student athletes. As a result of recent court cases, athletes have gained the
Tax Planning for Student Athletes: Entity Selection as a Tax Strategy
In recent years, college athletes at NCAA Division I schools are faced with a new opportunity: turning their burgeoning sports career into a profitable business.
The Inventory Loophole: Using the Cash Method of Accounting Toward Tax Savings, Part 2
The world of small business tax deductions looked very different before and after the Tax Cuts and Jobs Act (TCJA) of 2017. A number of
The Inventory Loophole: Using the Cash Method of Accounting Toward Tax Savings, Part 1
The Tax Cuts and Jobs Act (TCJA) brought about far-reaching changes in the world of tax law. Though recent conversations have fixated on the soon-to-expire
When to Recommend a Partnership Structure: The Tax Benefits of Special Allocations
When it comes to choosing an entity type, many entrepreneurs are drawn to S corporations and may make an election without truly weighing the pros
When to Recommend a Partnership Structure: The Tax Benefits of Partnerships
Partnerships can either be the simplest or one of the most complicated entity types—depending on how each of the partners relates to the business and
Tax Avoidance vs. Tax Evasion: Lessons from the Tribal Tax Credit Scheme
Every year seems to bring with it new tax scams and new challenges in educating our clients on how to tell the difference between a
