Part 3: Tax Planning for Real Estate Investors: Understanding Depreciation and Recapture
When working with clients on real estate investments, you will need to prepare them for a higher level of tax complexity. This might mean encouraging
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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
Accounting Website Design: Getting Found
Guest Post By: By Brian O’Connell At some point, some of us will notice a bothersome little itch that says: time to find an accountant
Midyear Strategies for Gaining Business to Business Referrals
We’ve presented over the last 2 weeks how you can use a secret formula for increasing your referrals and using stories that leave your audience
3-Step Formula on How to Get Referrals
Last week I wrote about a magic three-step system for doubling your referrals. Why? Most tax business owners tell us that referrals are your single
Save Tax Dollars through Upstreaming
Upstreaming is a tried and true method of saving on taxes by skillfully moving income from one subsidiary to its parent. Things are rarely simple
Good News for the Rich: No Clawback on the Recent Doubled Tax Exemption for Estates and Gifts
The federal government taxes large estates, but under the recent Tax Cuts and Jobs Act, (TCJA), P.L. 115-97, which went into effect January 1, 2018,