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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The Hazards of Selling to a Related Party

You may have a client who comes to you with a “great idea” to sell their property to a family member at a loss in

How To Help Your Clients Get Organized At Tax Time

You can add value to your relationships with clients by assisting them in coordinating their tax documents for their CPAs and get organized. By helping

The Surprising Link Between Workplace Efficiency & Your Budget

As a tax business owner, you know the importance of constantly looking for ways to reduce costs. We’re going to help you by sharing the

AICTP Member Tim Wolfe’s Accomplishments are Inspiring

For Timothy C. Wolfe, 2019 was a year of major accomplishments. He completed his intensive training to become a Certified Tax Coach and then went

How to Decrease Your Payroll Taxes with a Common Paymaster

Today’s large businesses are often comprised of many different companies such as subsidiaries in various locations. If some employees work for more than one of

Why and How to Revoke an S Corporation: What You Need to Know

Many small businesses operate as S corporations to avoid the complexities of C corporations and to avoid double taxation. C corporations are taxed before money