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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A New Twist On Your Old Connections
Professional investors are always on the lookout for opportunities to expand their wealth by providing the capital growing businesses need in exchange for equity. And
Tax Secrets Most Financial Advisors Forget to Tell Their Clients
If your clients are investing for retirement income, it pays to focus on tax savings to get them there quickly. Your clients can take the
Staying Current with New Tax Laws
More than many other professionals, tax professionals are constantly faced with the need to keep their knowledge and their skills current. Tax laws change –
Working with Small Business Owner Taxes
As a tax professional, you’re in business to help your clients. You want to see them in the best possible tax situation they can be
Tax Blogs Can Help Your Tax Business
The world has changed. There was a time when all a tax business really needed to do was place an ad in the Yellow Pages,
Financial Accountability for the Absolute Beginner
Sometime after high school, events will fall into place that will set you on a path toward adulthood. But, you do not have to wait
Client Relationship Management Tips
Tax professionals know that the most important part of the year is between December and April. That’s when you’re the busiest; that’s also when you
How to Target Your Market
Successful tax professionals build a business around a specific target market. While you might offer tax services to a wide variety of types of clients,
Best Networking Groups for Accountants
Participating in a networking group can be a tremendous boon for an accountant. Not only will you find opportunities for partnerships and meet colleagues, but
Dress Professionally to Close the Deal
Growing your tax business means closing sales, and that’s something that doesn’t happen by accident. Every decision you make when visiting a client or a