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
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Key Tax Terms You Need To Know To Win The Tax Game
Welcome back! This month we’re talking about all things tax related, including tax terms. If you missed our other posts this month, we invite you
How To Answer The Not-So-Quick Estimated Tax Payments Question
This month we’re focusing on answering some of the most common “quick questions” that clients asked. If you missed our previous posts in this series,
Tax Obligations You Need To Know About
This month we’re talking about everybody’s favorite topic: taxes and tax obligations. We know, we know…it’s actually not your favorite topic, nonetheless, it’s a very
How To Make Net Operating Losses Tax Wins
Regardless of what you think about President Trump politically, there’s one thing we can all agree he knows how to do well: play the tax
Surprising Tax Deductions For Financial Advisors
Last week we kicked off the month by giving you the information you need to decide which entity is best for you. This week, we
How Wealthy CPA’s Profit From Answering “Quick” Questions
This time of year, every minute counts. And that’s why there are few things as frustrating as clients that call with pesky, “quick” questions that
How To Conduct An Income Growth Strategy Session
During tax season, most CPA’s put in at least 60 hours of work each week. They don’t have the ability to look at growth opportunities
How Technology & Outsourcing Can Save You Big Money
If you’ve ever been to a conference or meeting where a panel of people behind 7 figure success stories share their secrets, you’ve most definitely
How To Work Within A CPAs Schedule
As a financial advisor, it’s always good to expand your connections and try to create relationships with new CPAs. In order to do that, it’s
How To Turn Email Subscribers Into Paying Clients
Every time you go to a networking event or get introduced to a new CPA by a client or referral partner, you have an opportunity