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

Recent blogs

Group Health Insurance for Small Groups

Q: Should we assume it will be difficult to get group health insurance for small groups as it is now? A: My personal opinion on

How to Use Value Billing

Tips for Value Billing At what point do you decide how much to charge clients and prospects under value billing in your scenario, and at

Healthcare Reform Marketing Tax Practice

A lot of insurance brokers are advertising that they can help implement PPACA. What are they targeting? Are they selling insurance or are they giving

Reasonable Compensation

Question: “Please elaborate on the reasonable compensation matter. How is it possible to have a one person business and split earnings between reasonable compensation and

Section 105 Plan

Section 105 Plan How can you “hire” a spouse in a sole proprietorship without having to pay a wage, and where do you report it?

Using Short Sales/Foreclosures to REDUCE Tax

While we’ve been slaving away over piles of tax returns, the IRS has been feverishly publishing information letters. These letters often provide reminders to us

Task Tracking- Improving Workflow

Task Tracking Any successful accounting firm is built on the effectiveness of its time and billing process. Tracking tasks is the most pertinent step in

Take Your Blog Into the Future With Video

Last month, I had the opportunity to interview John Pollock Certified Tax Coach in Dallas, Texas. John has built a phenomenal video blogging system at