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
Categories
Recent blogs
How Joint Ventures Can Dramatically Grow Your Tax Planning Business
For tax professionals in particular, one pro tip has the potential to alleviate stress and accelerate your business growth: that is to start a joint
Tax Planning Software – Artificial Intelligence or Skill Saw?
By Dominique Molina, CPA MST CTS Have you asked yourself, do I really have to study tax planning? Can’t I just select a software providing
Tax Strategies for Selling an S Corporation: Failing the §302 Stock Sale Tests
As a tax planner, when a client approaches you about selling their S corporation, one of the first questions to ask is whether they are
Tax Strategies for Selling an S Corporation: Planning for an Asset Sale
Even if you have never assisted a client with the sale of a business, as a tax planner you have the potential to provide tremendous
How Partnering with Technical Experts Makes It Easier to Offer Services to Your Clients
Brought to you by Tri-Merit High-performing accounting firms focus on providing high-value, specialized services tailored to their clients’ needs. If you are offering tax planning, that
Ethical Considerations for Tax Professionals: Standards and Penalties for Tax Positions
When tax professionals prepare a tax return, they are typically aiming for the return to be correct “beyond a reasonable doubt.” However, this is hardly
Ethical Considerations for Tax Professionals: Determining Fees
Every tax professional needs to be conscious of how to manage their practice ethically. An important resource in this matter is Circular 230, a publication
Tax Planning Versus Preparation – What is the Difference? – Part 2
By Dominique Molina, CPA MST CTS Tax planning is making shifts in a taxpayer’s financial and business situation, to minimize their tax burden both in
Tax Planning Versus Preparation – What is the Difference? – Part 1
By Dominique Molina, CPA MST CTS Visit social media or google these days and you’ll most likely see advertisements for Tax Planning. But many taxpayers
How Savvy Firms Free Up Capacity, Without Adding Staff
Talent has always been something that firm leaders have had to manage carefully, but this year seems especially difficult and many firms are wondering what