
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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Social Security Benefit Questions
I want to thank CPA Academy for inviting me to share my knowledge of Social Security benefits with their community. During the webinar the participants brought

How Can You Prevent Clients from Getting Upset When Charging Premium Fees?
Looking to grow your CPA Business? We help tax professionals and financial advisors develop tax planning expertise so they can get paid what they are

Staff Bleeding You Dry??
The problem today is it seems nearly impossible to find and retain qualified, irreplaceable staff to actually HELP you in your business. Since it is

Paperless Office
I must admit, when it comes to a paperless office – I’m the worst offender. There’s something about touching, highlighting, creating dogears, and flipping the

Opting Out of Obamacare
Certified Tax Coach Q & A: Opting Out of Obamacare What about employees who may be covered under a spouse’s plan, is there still a

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?